Adding Tax Schedules

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Do your invitees span the map? Set up logic to ensure the right amount is charged and avoid upsetting the taxman.

1 Access the Tax Schedule Details page. Begin by clicking Admin in the top right. Hover over Events and, under Agenda Items & Fees, click Tax Schedules. Click Create Tax Schedule.

2 Enter all relevant information. Name the tax schedule. Use the radio buttons to select which address will determine an invitee's tax.


Want to know when someone registers with the default tax? Switch "Send a notification whenever the default is used" to Yes. Then fill in the Type and Recipient.

 
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3 Set up tax logic. Used if an invitee qualifies for more than one or none of the taxes that are set up, the default tax is required. Decide if it should be calculated by an amount or percentage and determine the rate.

To add another location, click Add Tax. Set up the conditions using the fields that appear. Begin by selecting the location of the tax from the dropdown, choose an operator from the second dropdown, and enter a value in the textbox. Choose if the tax will be calculated by amount or percentage and enter in the rate.
 
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Repeat this step for all locations. Click Save.
 

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