How to Manage Tax Exempt Events

How can I adjust tax exemptions on a case-by-case basis?

If you do not need to generate reports on tax-exempt bookings, you can make adjustments directly within individual events:

1. Open the event in question.
2. Click on the Docs tab and select Contract & Event Order.
3. Scroll to the Billing Widget.
4. Remove the percentage listed to the right of the tax line so the Tax Amount is $0.
5. Add "- Exempt" to the text of the tax line (e.g., "Sales Tax - Exempt").
6. Save changes: Click Update at the bottom of the page.

This process ensures that the event's documentation reflects its tax-exempt status without requiring system-wide configuration.

How can I set up reporting for tax-exempt events?

To make it easier to track and report on tax-exempt events, follow these steps to create a custom field:

1. Go to Settings > Custom Fields > New Field.
2. Set the Field Type to Radio Buttons.
3. Title the field Tax Exempt and create two options: Yes and No.
4. Assign the field to locations: Select the relevant locations where this field should appear, then click Save.

The custom field can now be used in events. For each event, indicate whether it is tax-exempt by selecting Yes or No in the custom field. Once the custom field is in use, you can generate reports to filter and analyze tax-exempt events:

1. Go to the Event Details Report.
2. Filter by the Tax Exempt custom field.
3. Add the custom field as a column in your report for clear visibility.

This setup provides your team with an efficient way to identify and report on tax-exempt bookings.