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Banquets - Getting Started

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)

  • Changing a tax rate or service charge for one event, but not make permanent changes to your tax rates or service fees.

  • Forgetting to flag an event as Tax Exempt.


Content

 

 

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.

 

Best Practices

 

  • 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.

Downloadable Guide