FAQs and Support

TEI Membership is open to: 

• In-House Tax Professionals: Full membership is available for all in-house tax professionals who are employed by corporations or other businesses and are charged with responsibility for directly or indirectly administering the taxation of their organization, including tax technologists. Professionals engaged in public tax practice and private law, accounting, or other consulting practices, as well as government employees, are ineligible.  

• Retired In-House Professionals: Emeritus membership offers an excellent way to stay connected with the TEI tax community during retirement and is available to members or former members who have retired from qualifying employment and who are not otherwise gainfully employed.  

• Tax & Accounting Students: Student membership is limited to individuals enrolled full-time in an undergraduate or graduate program that provides an appropriate foundation for a career in taxation. Student members may not be employed full-time in any tax-related position, though certain limited unpaid internships with firms engaged in public tax practices may be eligible.  

TEI offers three types of annual membership:  

• Full Member: $275  

• Emeritus Member: $25  

• Student Member: The annual dues for student members are waived.  

TEI is the preeminent global membership association formed exclusively for in-house tax professionals.  Our more than 6,500 members come together to share information, stay abreast of the latest technical, technology, and tax management trends, and advocate for sound tax administration help their companies. For more information about how TEI can help you at each stage of your career and our membership benefits, visit our Membership Information page.  

To join TEI, simply create an account and complete our online application. If you already have an account, log in and access the membership application here. 

The application review and approval process may take up to two weeks.  You will receive an email once the Membership Committee approves your application for membership.  At that time, you will have access to member benefits, including the member rate for Institute-level programs. Please contact our Membership Team to expedite the processing of your application for a special event. 

TEI’s membership year runs July 1 – June 30.  To maintain an active membership, all members are required to renew their annual membership by June 30. 

 TEI membership renewal invoices are available in April. We encourage renewing early to avoid any interruption in your benefits. 

Notify the Membership Team of your change in employment status and your membership invoice will be updated to properly reflect your status.  

TEI memberships are individual based; we do not offer corporate membership. However, contact our Membership Team to assist your team with corporate tax departments bulk memberships or renewals.  

Yes! TEI members receive special pricing on a variety of offerings, including Institute, regional, and chapter level events, webinars, publications, and more. 

No, TEI chapters do not charge separate member dues. Your TEI membership automatically includes membership in your local chapter. However, some chapters may offer an annual season pass that allows members to attend local chapter events for a flat fee. 

To pay your membership dues online, please log in to your account, click “Edit,” and navigate to the "My Account Links" dropdown menu on the right. Select “ My Invoices.” If you would prefer to mail in your payment, please send a copy of your invoice and a check to: Tax Executives Institute, Lockbox 9407, PO BOX 70280, Philadelphia, PA 19176-0280. 

  To access a copy of your invoice, log in to your account, click “Edit,” and navigate to the "My Account Links" dropdown menu on the right. Select “ My Invoices.” Select the invoice you wish to view, followed by “Print Invoice” to generate a copy.  

To update your credit card details, log in to your account, click “Edit,” and navigate to the "My Account Links" dropdown menu on the right. Select "My Saved Payment Information." From there, you can modify your saved payment methods. 

Yes, TEI provides automatic renewal as an option. To enroll, please update your credit card information using the above instructions and contact the Membership Team to set you up for automatic payments.  

Payments to TEI are not tax-deductible as charitable contributions for federal income tax purposes. However, because TEI has elected to pay the proxy tax under section 6033(e)(2) of the Internal Revenue Code, dues may qualify as a valid business expense.  

We’re sorry to see you go! Please contact the Membership Team to cancel your TEI membership. 

To review your membership status, log in to your account, click “Edit,” and navigate to the "My Account Links" dropdown menu on the right. Select "My Membership" to view details about your current membership, including its type, status, and expiration date. 

  To update your email address, log in to your account, click “Edit,” and navigate to the "My Account Links" dropdown menu on the right. Select “My Full Contact Info” to modify your existing email address or add a new one. Be sure to mark the “Primary” checkbox to set it as your main email address. 

To reset your password, please visit or login page and select the “Forgot Password?” button. From there, you will be prompted to type in your email address. A link will be sent to your email to reset your password. Please check your spam/junk if you do not receive it in your email inbox.  

To change your employer, log in to your account, click “Edit,” and navigate to the “Edit Primary Info” button. Scroll down and select the “Request Organization Change” button to submit your request for an update.  

The interests designated in your profile determine which groups you are a part of in TEI Engage. To update your subject area interests, log in to your account, click “Edit,” and navigate to the "My Account Links" dropdown menu on the right. Select “My Interests” to adjust your preferences by checking the appropriate boxes. Click "Save" to confirm your changes. 

TEI emails CPE certificates for Institute-level events within two weeks of the completion of an event. If you do not receive your certificate in that timeframe or have a rush request, please email support@tei.org to request a copy of your CPE certificate. Please reach out to your region or chapter for your chapter and regional event CPE certificates. 

TEI has sixteen standing committees available for our members to join at any time. Please visit our Committees page for a list and more information about TEI committees.   

To join a committee, select the committee from the Committees page and select the “Join the Committee” button.   

  There is no cost to join a TEI committee; committee participation is encouraged and included as a member benefit. 

Yes! We encourage you to join all committees that are relevant to your practice area. Many TEI members participate in more than one committee.

TEI's standing committees develop TEI's positions on technical matters. They also plan the Institute's educational programs, providing many opportunities for members to hone their professional, management, and leadership skills. Most committees hold monthly calls

 TEI committees provide unique professional growth opportunities for tax professionals. Joining a committee regularly connects you to other in-house tax professionals in your field and provides access to subject matter experts. Regular committee calls offer the opportunity to discuss recent developments, work on advocacy submissions with other members, and develop your tax technical expertise while connecting with the in-house tax community and delivering real value to your company. 

  To view your committees, log in to your account, click “Edit,” and navigate to the "My Account Links" dropdown menu on the right. Select “My Committees.” 

We encourage members to submit advocacy proposals to committees for consideration. Please visit our Committees page for a listing and information about our committees, select the relevant committee for the topic, and email the staff liaison.

TEI membership is individual, so members of your staff must be members of TEI to participate on a TEI committee. 

TEI currently has 56 Chapters spanning across the United States, Canada, Latin America, Europe and Asia. Please visit our Chapters page for more information. 

 To view your chapter, log in to your account, click “Edit,” and navigate to the "My Account Links" dropdown menu on the right. Select “My Chapters.”  

  Please email the Membership Team to request a chapter change.  

Yes! To receive information from chapters other than your primary chapter, email our Membership Team and request to be added as a chapter participant for any additional chapters you would like to receive communications from. 

TEI publishes Tax Executive, our bimonthly professional journal and our biweekly Thought Leadership Bulletin.  

Tax Executive is a digital professional journal providing feature articles covering all aspects of taxation, including U.S. federal, state, and international tax, Canadian commodity and income taxes, EMEA direct and indirect taxes, financial reporting, tax technology, and more. Tax Executive also features TEI news, member profiles, and other information.  Tax Executive is published six times a year. 

TEI’s Thought Leadership Bulletin (or TLB) is a twice-monthly e-newsletter featuring timely tax content from leading subject matter experts.    

We welcome article submissions from subject matter experts. To submit an article, please contact our Director of Sponsor Relations.  

We accept articles for the TLB from TEI sponsors via a form, sent by email, twice per month. If you did not receive your submission form or are interested in becoming a TEI sponsor, please contact our Director of Sponsor Relations for more information. 

All members are emailed digital copies of Tax Executive and the Thought Leadership Bulletin. If you are a TEI member and have not received your copy, your company’s firewall may be blocking the emails. Please check your spam folder and add asktei@tei.org to your approved senders list. If you still cannot find your copy, please email our Marketing & Communications Team to assist you. If you are a sponsor, please contact our Director of Sponsor Relations to be added to our distribution lists. 

To register for an Institute-level event, visit our Events & Education page. Find the event you are interested in and click the blue “Register” button. You will be prompted to log into your account. This will ensure TEI members receive member pricing.     

To register an individual other than yourself or a group from your organization, please download a registration form from the event registration page and complete one for each person you wish to register. Send the completed registration forms with payment information to our Events Team.   

If you have a discount or promo code from TEI, you can enter that during the registration process in the discount code field. The discount code field appears before you put in your credit card information. 

Only TEI members are eligible for the discounted member prices. TEI memberships are individual memberships, not corporate memberships, even if your organization pays for the membership.  Membership benefits are non-transferable. You will be eligible to register at member rates once you have paid for your membership even if your membership application is still under review. To ensure timely processing, please apply for membership and initiate a second transaction to register for the event. 

To transfer/substitute a registration to a colleague, please email our Events Team. Provide us with the name of the person who is registered and contact information for the person you wish to transfer the registration to.  There is a $50 transfer fee, plus any applicable fee difference (member vs non-member rate). 

To cancel an event registration, please email our Events Team. TEI does charge a cancellation fee based on when the request is received. Cancellations received within a week of the event are normally non-refundable. TEI cannot carry registration fees forward to future events. Refunds will be made to the credit card you registered with. 

To access a copy of your invoice, log in to your account and select Edit. Navigate to My Invoices. Select the invoice you wish to view, followed by “Print Invoice” to generate a copy.  

TEI is not a certified IRS Enrolled Agent credit provider. TEI is certified by NASBA to provide continuing education credits. 

TEI Engage is TEI’s member-only, online community. TEI Engage provides you with access to discussion groups on various tax topics, TEI committees, TEI chapters, TEI’s member directory, and information about TEI events. Every day, TEI members share questions and valuable information with each other, providing each member with direct access to TEI’s global network of more than 6,500 in-house tax professionals.  

TEI Engage profile edits are made through your TEI profile.  Log in to your account, click “Edit,” and navigate to the “Edit Primary Info” button. Your changes will appear in your TEI Engage profile within the hour.  

The interests designated in your profile determine which groups you are a part of in TEI Engage. To update your subject area interests, log in to your account, click “Edit,” and navigate to the "My Account Links" dropdown menu on the right. Select “My Interests.” Adjust your preferences by checking the appropriate boxes. Click "Save" to confirm your changes. Within an hour, you will be automatically added to your groups on TEI Engage.  

 You can customize how often you receive emails from TEI Engage. Log on to your TEI Engage account, click on your profile image or initials in the top right corner, and select “Edit Your Profile.” Choose the notifications section, scroll to Groups, and adjust the email frequency for each group individually.  

You can connect to fellow TEI members directly on TEI Engage. Log in to TEI Engage, navigate to the Member Directory, and search for members by name, company, or city. You can also message members directly by clicking the chat icon next to their name.

   Billhighway will soon be your resource for your chapter roster.  In the meantime, please contact the Membership Team for assistance.   

For any questions or concerns regarding your Billhighway account, contact support@billhighway.com. Additionally, the Billhighway team offers one-on-one assistance every Tuesday and Thursday.  Visit the Chapter Leader Group on TEI Engage for more information.  

For detailed instructions on how to add chapter officers, please refer to the Chapter Leadership Portal.pdf document, available in the Chapter Leaders Group under the Resources tab on TEI Engage.

Our sponsors are the leading accounting, law, technology, tax insurance, tax credit and investment, and tax recruiting firms. 

TEI’s sponsorship program is a 12-month, multi-channel marketing program that includes in-person events, email, and online opportunities. Other than the Tax Technology Seminar, we do not offer a la carte sponsorship opportunities. 

Please refer to the sponsor Prospectus for more information about sponsorship benefits.  

Please download and review the Prospectus and contact our Director of Sponsor Relations to set up a call to discuss our program. 

Each sponsor should have received login information to the Chapter | Sponsor Connection Portal during their onboarding. If you need new login information, contact our Director of Sponsor Relations. The Chapter | Sponsor Connection Portal can be found here. 

All sponsors receive a list of TEI’s chapter and regional leaders, with contact information, so that you can work with our chapters and regions on local events. We are also happy to make introductions for you. Contact our Director of Sponsor Relations for more information.