Accessing the Tool 

1. Access the View Financial Details page within the Event.

Tax Rates

1. Scroll down to the red banner that labeled Tax Rates. Click the button that says Edit Rates beneath the Tax Rates banner.

1. If the event should be tax exempt, you will simply flag the tax-exempt box, save and all taxes will be removed.  

1. To edit the tax rates, find the revenue center you want to change and enter in a percentage amount.

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2. Existing percentage amounts can be removed by replacing them with 0.0000%. Tax rates that should be applied to the service charges can also be edited while editing tax rates.

Service Fees 

1. Service Charge rates can be edited after the event has been created. Scroll further down the page and click on Edit Rates.

1. To edit the service fee rates, find the fee you want to change and enter in a percentage amount. You can also remove an existing percentage amount by replacing it with 0.0000

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Updating Tax Rates and Service Charges Globally

1. Within the left hand panel, select Settings.

1. Select Event Financials to expand the settings

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Service

Fees

1. To change the name of an existing service fee, first select Manage Service Fee Names and then select Edit next to the service fee that needs changed.

1.  Update the name and select Save

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2. To update service fee rates select Manage Service Fee Rates. To change a rate, select Edit next to the applicable service fee.

1. Make any desired changes. Click Save to finalize.

2. Service

1. fees can be re-ordered by using the Manage Service Fee Rate Options

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Tax

Rates

1. To change the name of an existing tax rate, select Manage Tax Names. Select Edit next to the rate that needs changed.

1. Update the name and select Save

1. To update a tax rate, select Manage Tax Rates. Select Edit next to an existing Rate or select New to create a new tax rate.

1. Give the schedule a name and date. Then, put what each tax percentage will be for each revenue center.