A Tax is a traditional Tax, such as GST, State Tax or Sales Tax. A Fee will often be Organization specific, such as gratuity. Taxes & Fees can be added as a percentage.
Fee: These are charges added before taxes to the total cost of an item
Tax: These taxes are applied to the original cost of an item & can also include the Fee (depending on your requirements)
Once Taxes & Fees have been added, they can then be used on Menu Items. Multiple Taxes & Fees can be added to a Menu Item. Tax & Fee amounts automatically calculate on the assigned Menu Items. These amounts will feed through to Documents & Invoices.
It's important that Admin users ensure Taxes & Fees are correctly set up & assigned to relevant Menu Items prior to using the system.
Our team is happy to answer any setup questions as needed, but Tax/Fee specific questions are best directed towards the financial controller of your business.
How to Add a Tax
How to Add a Tax
Click Settings
Under Organization, click Taxes and Fees
Click +New Tax or Fee
Select Tax
Enter the Name
Enter the Rate
Optional Select whether this tax should be applied to Guestrooms*
Optional Select This tax is Service Fees Exempt (see below for more)
Click Save
This tax is Fees Exempt - Not Selected
If the Tax & Fee is applied to an item, The Fee is included in tax calculation
This tax is Fees Exempt - Selected
If the Tax & Fee is applied to an item, The Fee is NOT included in tax calculation
*Adding a tax to a guestroom means when invoicing a Group, the tax will automatically be applied 🎉
How to Add a Fee
How to Add a Fee
Click Settings
Click Organization
Click Taxes and Fees
Click +New Tax or Fee
Select Fee
Enter the Name
Enter the Rate
Click Save
How to Modify a Tax or Fee
How to Modify a Tax or Fee
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.
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.
If you would like to reflect this change on your existing Menu Items you can read about how to accomplish that here:
https://support.eventtemple.com/en/articles/11642996-handling-tax-changes
How to Archive or Delete A Tax
How to Archive or Delete A Tax
Taxes can be archived or deleted if no longer used. On the Taxes page, select the relevant Icon to archive or delete.
To view archived taxes, select the checkbox next to Show Archived. Archived or deleted Taxes will not appear in the list of Taxes when building Menu Items.
Note, if the tax or fee has been used, you will be unable to delete it.
Important Considerations
Important Considerations
For Organizations that use Tax Inclusive Pricing, this can be enabled under Organization Settings.
A tax can apply to Menu Items + fees, or Menu Item only, but not exclusively to a fee.
Once a Tax is created, it cannot be changed to a Fee & vise versa. You will need to create a new Tax or Fee instead.
Out of Date Taxes
If a used Tax has been archived, it will remain on any applicable Menu Items, and within any Bookings and/or Invoices. The Tax will be displayed with a red outline in Bookings & Invoices to notify the user the Menu Item may need to be updated.
Note: The red outline is not present on customer-facing versions of Invoices.
