Tax rates can be added in Eventsforce and applied to tickets, items, packages, and sessions that have a cost associated with them. By default, Eventsforce has a “VAT” tax with a rate of “20%”. Event managers can use this guide to build new tax rates that may apply in different situations.

This article will cover the following:

Adding a new tax rate

Event managers can create many different tax rates in Eventsforce. To add a new tax rate to an event, take the following steps:

  1. Go to Setup > Financial > Settings

  2. Click the “+” icon in the ‘Tax Rates’ section

  3. Add a ‘Tax rate name’ (this will appear to bookers on the ‘Checkout’ page)

  4. Add the tax rate as a percentage

  5. Click “Save”

Changing the default tax rate

Once a new tax rate has been created, event managers can change the default tax rate in their event. Any new tickets/items/packages/sessions will use the default tax rate. Take the following steps to change the default rate:

  1. Go to Setup > Financial > Settings

  2. Select the tax rate you want to make the default

  3. Use the ‘Tools’ dropdown and select “Make default...”

  4. Select “Make Default”

Applying tax rate to tickets, items, packages and sessions

Once a new tax rate has been created, event managers can apply that tax rate to specific tickets, items, packages, and/or sessions with a fee.  Take the following steps to change the tax rate against a ticket:

  1. Go to Setup > Event > Tickets

  2. Double click a ticket to edit

  3. In the ‘Finance’ section, change the tax rate using the dropdown

  4. Click “Save”

Note: To edit a session, go to Setup > Program > Sessions, double click the session, then change the tax rate using the dropdown in the ‘Finance’ section.

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