Migrate from a Fiscal Host to Independent Community

Want to be responsible for your own tax, hold your funds in your bank account and save money on fees? Migrate from being fiscally hosted to an independent community.

Warning this change will require your current contributors to reconfirm their credit card details. They will receive a request to do so via email.

How do I migrate?

If you have a Community which is Fiscally Hosted, here are the steps to change to being an Independent Community.

1. Empty your Community balance, if it's not already empty, in one of these ways:

   1. Submit expenses to your Community until you've spent all the money, or

   2. Go to Settings > Advanced > Empty Community Balance to send your balance to your Host, or

   3. Donate the balance to another Community by making a Contribution with your Community as the source of funds.

2. Once the balance is zero, go to Settings > Fiscal Host > 'Remove Host'

3. Select Independent Community then click the button to activate

4. In settings, go to Receiving Money and connect your Stripe and bank account

5. If the name of your Community is different from the name of the bank account owner (person or company) go to Settings > Info and set the legal name (the public Community display name can remain, but receipts should be issued from the legal name)

6. If you emptied the balance in step 2 and want to restore it:

   1. Go to the Community main page

   2. Click Actions > Add Funds

   3. Add back the balance you removed in step 2, with the Community itself as the source