Adding Taxes

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"In this world nothing can be said to be certain, except death and taxes." - Benjamin Franklin
 
Account for one of life's few certainties by applying those government-demanded sums to your event. Once added, taxes can be compounded and appear as a line item anywhere a registrant's order is displayed.
 
1 Access the Taxes page. Begin by selecting your event. Hover over Event Details and, under Pricing, click Taxes.
 
NOTE: Don't see this option? Submit a case to have Taxes enabled in your account.
2 Enter the tax details. Click Create Tax.
 
Enter a name. Choose how your tax will be calculated with the "Calculate by" dropdown. Your options include:
  • Amount creates a fixed amount that every registrant will pay no matter their total (e.g. $25).
  • Percentage is based on a percentage of a registrant's total. The taxed amount will vary depending on how much money is spent.
  • Location uses logic you've set up beforehand to tax based on the registrant's location. Click the ellipses (...) and select a tax schedule.
 
NOTE: To make sure invitees enter their location, make the address required by going to Website & Registration > Registration Settings > Contact Fields.

3 Specify which products will be taxed. Check the box next to each applicable item's name.
 
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NOTE: If you're calculating the tax by location, Tax Schedules cannot be associated to travel items in Flex events.

Once you're done, click Save.

4 Run a report. Need to know how many taxes were collected? Consult the list of Event reports below:
  • Agenda Items - Registration Details with Financial Information
  • Agenda Items - Financial Summary

Or, follow these steps to run a report and hover over the Data dropdown at the top, then click Change Report Data. Click the neighboring tab, Fields, and from the Registration Information field category, add the Tax Ordered, Tax Paid, and Tax Due fields to the report.
 

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