You can now add in custom taxes to your organization! You can set these taxes at an organization level, an event level, or even the ticket type level.
Organization Level
If you'd like to add in custom taxes, you will need to open your dashboard pop-out menu and select 'Organization Info.'
Go to 'Financial Settings' on the left hand side menu.
You are able to enter in your 'Sales Tax Number' as well as select if you are 'Sales Tax Exempt.'
To add a custom tax, you will need to select 'Add new custom fee or tax.'
Ensure that 'Tax' is selected from the 'Type' dropdown, and select the 'Name' of the tax.
You will then be able to edit the following options:
- Enabled: Can toggle if this rate card is on or off
- Rate Card Name: Can edit the name of the rate card by clicking the edit box beside it
- Item Type: Choose if the rate card is applied to tickets, products, or both
- Purchase Platform: Choose if the rate card is applied to online purchases, in person purchases, or both
- Payment Type: Choose if the rate card is applied to card payments, cash payments, or both
- Tax Rate: Choose the percentage the tax will charge
- Customer Pays: If this is on, the fee will show up on top of what the customer is paying
Once you have filled in the rate card information, you can either delete the custom tax, cancel editing, add another rate card, or save.
If you are finished, make sure you hit save or your rate card will not be saved.
Please note: Any tax changes added after sales have been made will only apply to any new sales and won't be retroactive.
Event Level
You are able to add in custom taxes at the event level as well. These can either override ride the taxes set at the organization level, or get charged on top of any taxes already added.
Please note: These taxes will need to be added before there are any sales on the event
To add in event level custom taxes, you will need to open the 'Advanced Settings' on your event and go to 'Financial Settings.'
If you don't have custom taxes at the organization level, you will need to click on 'Add new custom fee or tax.'
However, if you have taxes set at the organization level and you'd like to override them, you will need to click on the edit box beside the tax.
You will then need to click on the 'Override' button.
You will then be prompted to fill out the rate card information like you were at the organization level.
Remember to select save once you're done or the rate card won't be overridden.
Please note: You must select override if you want this new tax to override the organization level tax, otherwise it will add on as an extra tax for the event you have selected.
Ticket Type Level
You are also able to add in custom taxes at the ticket type level as well. These can either override the taxes set at the organization level and/or event level, or be added on top.
Please note: These taxes will need to be added before there are any sales on the ticket type
To add in ticket type level custom taxes, you will need to open the 'Advanced Settings' on your event and go to 'Ticket Types.'
Select the gear beside the ticket type you are adding the tax to.
You will then want to select 'Finance' from the top menu bar.
After that you can override the tax the same way you would if it was at the event level.
Testing the Organizer Tax Calculation
Whichever method you choose to add your taxes to, you are also able to test out how it will calculate.
Once your tax has been added, you will want to select 'Calculate Fees.'
You need to enter in a test value, choose the item type, choose the purchase platform, choose the payment type, and then select 'Calculate.'
You will then be shown a breakdown of the tax calculation.
