I'll see if I can set up the discounting option with the 14-tax rules I have created, and force the renewal path into the new options.

Maybe multi-part subscriptions could be a consideration in the future? There may be instances where providers would want to be able to offer options to their subscription plans, and a model similar to what we have been discussing could be the beginning of such an enhancement.

As always, thank you for your assistance.

Ed

Just to finish off this thread.

I have configured my plans as follows:

Parent plan 1
- Child plan 1
- Child plan 2
- ...

Parent plan 2
- Child plan 3
- ...

I found that I can configure the Conditions > Existing Subscriptions with the Parent requiring each Child, and the Child requiring the Parent with Yes: Those plan(s) can already be existing or can be purchased at the same time option selected. While this doesn't force both Parent-Child selection when the plans are presented, it does stop the subscription processing if an allowed combination is not selected, providing an explanation and backlink so the user can correct their selection.

Here is the actual configuration to my original question:

• Local Branch Membership (Parent) - initial cost $105 (includes initiation fee) for This Calendar Year > Renewal $75 - nontaxable
• National Membership #1 (Child) - cost $125 for This Calendar Year - taxable
• National Membership #2 (Child) - cost $125 for This Calendar Year - taxable

This solution has addressed all the needs of the client.

Thanks,

Ed

So contrary to my last post, I have had to change my subscription plans.
I made the existing plans non-renewable for people move to a new stepped tax plan as you suggested. This was because, as you noted you cannot force 2-subscriptions at renewal.

As you recommended, I have configured the "A fixed amount or percentage depending on the corresponding items price" rule as follows:

0-75:0;75+:13%

which according to the information for the rule should apply 13% to the amount over $75, or $16.25 on the $200 subscription. What does happen is it applies 13% to the full amount and calculates the tax at $26.

If you can advise of a rule correction or other, it would be greatly appreciated.

Ed

Unfortunately, there are 8 plans and 14 tax rules, so a fixed tax amount will not work.

The problem is CBSubs is not applying the tax rule correctly as I understand it,

The tax will always be applied to the full amount. It just won't apply until the price is over $75.

The tax rule I am using is

On a $200 purchase, CBSubs calculates the tax as $26 when I expected $200-75=125 x 13% = $16.25

Thoughts?