Overview
Do you sometimes find that you need to change up a tax rate or service charge for one event, but not make permanent changes to your tax rates or service fees? Or perhaps you forgot to flag an event as tax exempt? It’s an easy fix when you go to your View Financial Details page within the Event. Use Case(s)
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Content
Updating A Single Event
Accessing the Tool
Access the View Financial Details page within the Event.
Tax Rates
Scroll down to the red banner that labeled Tax Rates. Click the button that says Edit Rates beneath the Tax Rates banner.
If the event should be tax exempt, you will simply flag the tax-exempt box, save and all taxes will be removed.
Edit Tax Rates
To edit the tax rates, find the revenue center you want to change and enter in a percentage amount.
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
Service Charge rates can be edited after the event has been created. Scroll further down the page and click on Edit Rates.
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.
Please Note: Keep in mind that editing the tax rates and service fee rates of an event only apply to that individual event and do NOT edit the rates of the entire organization.
Updating Tax Rates and Service Charges Globally
Within the left hand panel, select Settings
Select Event Financials to expand the settings
Service Fee Names
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.
Update the name and select Save
Service Fee Rates
Select Manage Service Fee Rates. To change a rate, select Edit next to the applicable service fee.
Make any desired changes. Click Save to finalize.
Service Fee Rate Options
Service fees can be re-ordered by using the Manage Service Fee Rate Options
Tax Rate Names
To change the name of an existing tax rate, select Manage Tax Names. Select Edit next to the rate that needs changed.
Next, Update the name and select Save
Tax Rates
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.
Give the schedule a name and date. Then, put what each tax percentage will be for each revenue center.
