When tax rates change in your region, it can be challenging to ensure all bookings are updated with the correct, current rate. This article walks you through how to make those updates smoothly and confidently, so everything stays accurate and up to date.
Wondering When To Request a Tax Change?
You’re in the right place if:
You have taxes set up in Event Temple
You need to adjust a tax rate (increase or decrease)
You have future bookings with line items that use that tax
You want to update the tax and apply those changes to all future bookings
How to Request a Tax Change
Reach out to our Success Team via the Intercom chat bubble or email us at support@eventtemple.com, and provide the following details:
Your exact Event Temple organization name
The name of the tax
The new tax rate
The effective date of the updated rate
The date you’d like us to process the change
If you’ve already created or updated a tax with the new rate, please also let us know the name of that new or existing tax.
Once we receive your request, our team will review the details and confirm exactly what will happen when we process the change. Don't worry, we’ll make sure everything is clear before anything is updated.
What Happens After That?
Here’s exactly what will happen when we process your tax update:
1. The existing tax will be archived
The old tax will be archived
Its name will be updated to include the archive date
This change will not affect any existing invoices or documents. Their tax references will remain unchanged
2. A new tax will be created
A new tax will be created using the updated rate you provided
It will mirror the original tax configuration, with only the rate changed
If you’ve already created a new tax and provided its name, we’ll use that instead of creating a new one
3. Menu items in your settings will be updated
Any menu items referencing the old tax will be updated to the new tax
Pricing will adjust based on your property’s tax configuration:
Tax-inclusive pricing: The final price remains the same, while the base price is adjusted to reflect the new tax rate
Tax-exclusive pricing: The base price remains the same, while the tax-inclusive total will increase or decrease depending on the new rate
4. Menu items on bookings will be updated
Bookings starting on or after the effective date will be updated
Bookings that start before the effective date but end after it will remain unchanged
All relevant menu items on affected bookings will be updated
Tax references will be replaced automatically
Prices will adjust based on your property’s tax configuration
Please note a few key areas to be aware of:
Invoices
Items that have already been added to an invoice will not be updated. These will need to be adjusted manually if required.
Documents
Any locked documents will remain unchanged.
PMS Integrations
Any items that have already been posted to your PMS will not be updated, as they are locked once posted.
Mappings
Tax Mappings will need to be manually reconfigured in the integration settings.
If an item is meant to be posted to your PMS using the old rate, it will need to be posted before the agreed time we coordinate for running the tax change.