Turn on Compliance
Subscribe to the Compliance module, set your entity type and alert levels, and start ingesting donations against the federal regime. Plan for 20 minutes plus a conversation with your compliance lead.
The Compliance module is the add-on that tracks donation caps, disclosure thresholds, and election periods against the Commonwealth Electoral Act. It can be added to any tier, including Free. Pricing is per-customer; contact us for a quote.
Before you start
You need:
- ADMIN role on your org.
- Your org's classification under the AEC: Significant Third Party, Third Party, Associated Entity, Candidate, MP / Senator, or Registered Political Party. If you're not sure, talk to your compliance lead before configuring.
- To know your federal regime: the $50,000 cap and $5,000 disclosure threshold are set by law for the post-2027 regime. You don't configure these — Together applies the in-force values automatically per regime. For FY 2025-26 and FY 2026-27, see The federal regime.
Step 1: Subscribe
Go to Settings -> Billing and start a Compliance subscription. Stripe Checkout collects payment details and activates the module on the platform's Stripe account. BECS and PayTo are supported.
The module activates immediately, even before your first BECS debit clears. You can configure straight away.
Step 2: Set your entity type and alert levels
Go to Settings -> Compliance. The page shows your entity type at the top. Orgs created via /get-started land as Other by default and see a banner asking you to confirm the right AEC classification — do that before saving, since the disclosure logic depends on it. Orgs onboarded by Together's team have it set by their account manager.
Donation caps and disclosure thresholds are set by law for each regime and are not editable here — Together applies the in-force values automatically. What you can configure are the alert threshold percentages: the points at which Together warns you that a donor is approaching their cap.
| Field | What it is |
|---|---|
| Alert threshold (amber) | Percentage of the cap at which Together raises an amber alert. Default 60%. |
| Alert threshold (red) | Percentage of the cap at which Together raises a red alert. Default 90%. |
| Alert threshold (critical) | Percentage of the cap at which Together raises a critical alert. Default 98%. |
Save. The alert levels apply to all future donations and existing aggregates immediately.
The entity type (Significant Third Party, Third Party, Associated Entity, Candidate, MP / Senator, Registered Political Party, or Other) drives which obligations apply. Self-provisioned orgs set it from the banner at the top of the Compliance settings page; admin-onboarded orgs have it set by their account manager. If your classification changes later, contact Together support.
Step 3: Configure revenue codes
If you sync from NationBuilder, Raisely, or your Gateway, you need to tell Together which revenue codes count as federal money. Follow Set up revenue codes.
Without this step, every donation is treated as Unregulated and the cap / disclosure logic sees zero federal money no matter what's in the database.
Step 4: Check election periods (if any apply)
If your org is running candidates or campaigning during a federal election, Together support adds the election period for you. Election periods change the disclosure regime: post-2027, return cadence tightens to 7-day-per-donation during the campaign window and 24-hour-per-donation in the week either side of polling day.
View configured periods at Settings -> Compliance -> Elections. The list is read-only for org admins; contact Together support to add or amend a period.
Step 5: Check the dashboard
Go to Compliance. You should see:
- Summary cards for total caps used, donors in attention bands, upcoming disclosure deadlines, and recent alerts.
- A cap-status chart showing where your donor base sits relative to thresholds. Each band that has donors is a link - click it to open the donors list filtered to exactly that band.
- An attention list of donors approaching or over the cap.
- A deadline list of disclosures due in the next 30 days.
The Donors view (Compliance > Donors) gives you the same attention list as a dedicated, filterable page - use it to work the queue when the dashboard list gets long, or to switch to donors whose obligations are already resolved. Each row opens that donor's full cap and disclosure detail.
Empty state is normal on day one; the dashboard fills in as donations land.
What to do next
- Resolve alerts as they fire: Resolve a compliance alert.
- File a disclosure return when a donor crosses the threshold: File a disclosure return.
- Read the regime explainer before your first real return goes out: The federal regime.