Related Questions:
How can I change my taxes?
Can I increase a tax?
How do I modify a service fee?
Update tax rate
Procedure:
Modifying Taxes or Fees can have large ramifications for your Organization, therefore we do not allow certain changes directly within Event Temple.
If you have not used the Tax or Fee in question, we recommend you simply delete & then start again by adding a New Tax.
If you have used a Tax or Fee on Menu Items, the following restrictions apply:
Tax Edits Available
Tax Name
Tax Rate - For Organizations who not using tax-inclusive pricing. If you are using tax-inclusive pricing, please request a tax change.
Edit a Tax
Click Settings
Under Organization, Click Taxes & Fees
Click on the Edit button
Enter the required update
Click Save
👋 Important to Note: If you are updating the tax amount, this change will be reflected on Menu Items in your Settings Only.
Menu Items added to your Bookings, Events or Invoices after a tax has been edited will reflect the change. Any Menu Items that existed before editing the tax, will remain unchanged.
Please contact our Support Team if you would like to reflect this change on your existing Menu Items.
How to Request a Tax Change
When you reach out to our team, please include:
Name of your organization (exact name please!)
Name of the tax
The new rate
The effective date of the new rate
The date we should run this change!
If you have already created/edited a new tax with the new rate, just let us know the name of that new/existing tax
After we've received the request from your team we will double-check the details, and confirm with you exactly what will happen when we run the changeover. No surprises here!
What will happen
For the detail-oriented, here's exactly what will happen when we run the tax update:
#1 The old tax will be archived
The name will be changed to include the date it was archived
The name of this tax won't be changed on any of your existing invoices or documents
#2 A new tax will be created
It will look just like the old tax, except it will have the new rate you've given us
If you had already created a new tax and told us the name of it, we will use that one instead of creating a new one
#3 Menu Items in your Settings will be updated
Any menu items in your settings that were referencing the old tax will switch to the new tax
The item price will change based on your property's tax setting:
Tax-Inclusive Pricing: The tax-inclusive price will not change. The base price of the item will change to reflect the new tax rate
Tax-Exclusive Pricing: The base price will not change. The tax-inclusive price will increase/decrease depending on the new tax rate value
#4 Menu Items on your bookings will be updated
Bookings that start on or after the effective date will have their items updated
Bookings that start before the effective date but end after it will not be touched
Any menu items under the booking will be updated
Tax references will be replaced
Price will be adjusted based on your property's tax setting
👋 Important!
Any items on an invoice will NOT be updated. These items will need to be manually updated as needed.
If a Document is locked, it will NOT be updated. It will update any Documents that are a Draft.
If your property has a PMS integration configured:
The tax mappings will need to be redone in order to continue posting charges
Any items that have been posted to the PMS will NOT be updated. Items are locked once they have been posted to the PMS.
Additional Information:
After the change has been made to your taxes, Items that have been invoiced will be outlined in Red & show "Not a Current Tax Code".
If it is the correct tax for the Menu Item, there is no action required. This is simply a notification for your team that your customer will not see. If you require the new tax, however, you can simply remove the old tax & add the new tax to the Menu Item.
