TEI's Group Membership program is designed to make it simple for organizations to provide membership to their entire tax function. The information below outlines the policies and procedures that govern the program, including how pricing tiers are determined, how memberships are administered, and what to expect when adding, replacing, or transferring members. If you have additional questions, the TEI Membership Team is available to assist you throughout the process.
Size of Tax Team
A company’s pricing tier is based on the total number of full-time tax professionals within the organization, regardless of reporting structure. Functions and roles that typically count toward the total number of tax professionals include those responsible for direct and indirect federal, provincial, state, and local taxes in North America, South America, Europe, the Middle East, and Asia.
Companies may opt to exclude tax professionals responsible for employment and payroll taxes, customs and duties, tariffs, unclaimed property, and valuation. Importantly, this count is used solely to determine the appropriate pricing tier, not to establish eligibility for TEI membership. All in-house tax professionals qualify for membership, regardless of role, employment status, or whether they are included in the organization’s tier count.
Companies may purchase a separate Group Membership for their legal entity or purchase a joint Group Membership for the entire parent-subsidiary or controlled group. Questions regarding the size of a tax department will be reviewed by the Membership Team. Any disputes regarding the size of a tax department will be resolved by the Membership Committee.
Membership Cycle
Memberships for all individuals in your group last for one year and start as soon as the invoice is paid. Activation dates:
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- Membership paid 1st–15th → begins same month.
- Membership paid after 15th → begins next month.
Billing contacts will begin receiving renewal notices approximately three months before the group renews.
Transitioning from Individual Memberships to Group Memberships
Are several members of your team already individual members of TEI? Companies seeking to transition to a Group Membership are eligible for a credit against the cost of their Group Membership for dues already paid. Please contact memberinfo@tei.org to get an estimate of your cost savings from joining your full team.
Chapters
Every member of TEI is assigned as a “member” of the chapter of their choosing. In addition, TEI members can be placed on mailing lists for other chapters as a chapter “participant” to receive information.
For more information on group pricing logistics:
Additions
If a company brings on a new tax professional, that individual can be added to company members assuming are extra slots in your tier. If your company is at the top of your tier, the TEI membership team can work with you to move the company to the next tier.
Replacements
If someone on your team leaves, you can reuse the departing team member’s membership slot for their replacement throughout the year. Your new team member will assume the same membership start and end dates as the group.
Transfers
When individuals who are part of a group membership move to a new company, that member will assume the same membership start and end dates as the new group. If the company they move to does not have a group membership, the member will convert to an individual membership and retain their former company’s start and end dates.
Reductions
If a company’s tax team shrinks, making them eligible for a lower tier, the company may finish out its existing membership cycle and renew at the lower tier
Questions?
To apply for a group membership, administer your group membership, or ask questions about TEI’s group membership program, please contact memberinfo@tei.org.