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All About Sales Tax: https://help.pm.leapevent.tech/a/1094809
If your 501(c)(3) status doesn't exempt your organization from sales tax, you probably want to know how to set it up in PatronManager.
In this article, we'll address how sales tax works in PatronManager and what to do to set it up. We'll also cover sales tax features as well as current limitations.
Specifically, this article will answer:
- How does sales tax work in PatronManager?
- Can I set up multiple tax rates in PatronManager?
- How do I turn on sales tax or adjust the rate?
- How does sales tax show up on ticket orders?
- In case of partial payments, when is sales tax charged?
- Can I change the sales tax label?
- How do I apply sales tax to Order-level and Item-level fees?
- Can I choose to waive sales tax for an event?
- Recommended reports for sales tax
How does sales tax work in PatronManager?
Here are a few basics about sales tax in PatronManager:
- All sales tax is applied the same flat percentage across the board
- Sales tax automatically applies to a ticket's face value, in other words, per Ticket Order Item
- You can choose to apply sales tax to Order-level and/or Item-level fees
Can I set up multiple tax rates in PatronManager?
No, we don't support multiple tax rates at this time. If you'd like this feature added in future, please suggest a Product Idea via the Client Community.
How do I turn on sales tax or adjust my sales tax rate?
Head over to PatronTicket Settings and click Edit
You can get there from the PatronTicket Hub, or by searching in the waffle!
Adjust these two fields, then save
Scroll down to the "Payment, Fee, and Delivery Method" section, set your Sales Tax Rate and a Sales Tax Label, and save!
How does sales tax show up on ticket orders?
Sales Tax will appear as an itemized total when an online buyer adds tickets to their cart:
Sales tax appears as a separate line item in the Order Total dropdown on a PMBO ticket order:
In case of partial payments, when is sales tax charged?
When paying for a Ticket Order with more than one payment, sales tax needs to be covered in the initial payment. This means the first payment on an order must be big enough to cover the sales tax, donations, and fees.
Can I change the sales tax label?
Want the sales tax label to say something other than "Sales Tax"? No problem! You can rename the sales tax label via the PatronTicket Settings tab.
1. Click on PatronTicket Settings via the PatronTicket Hub
2. Click "Edit"
3. Scroll down to the Payment, Fees and Delivery Settings section, and enter your new label in the Sales Tax Label field
4. Click "Save"
Sales tax will now show up with the new label on ticket orders:
How do I apply sales tax to fees?
You have the ability to apply sales tax to Order-level fees and Item-level fees via the Fee Setup tab. In this example, we'll apply sales tax to an Order fee.
To learn more about fees and how to set them up, head over to our Fee Setup tab article.
1. Click on the App Launcher
2. Search for and click on Fee Setup
3. Click "View" on the Order Fee slot
4. Click "Configure"
5. Check the "Apply tax to this fee" box and click "Next"
6. Go through the rest of the Order Fee Setup wizard through confirmation
Can I choose to waive sales tax on a performance?
Every so often your organization may offer a Ticketable Event that should be tax-exempt. You can check a box on the Event Instance, which will waive sales tax on the face value of the tickets, as well as any applicable Item-level fees for the event. Let's walk through how to waive sales tax on an Event Instance.
Keep in mind: At this time, we support waiving sales tax on Event Instances, but not at the order level. This means:
- Any sales tax applied to Order fees won't be waived
- If you create an order containing a tax-exempt event and an event that isn't tax-exempt, tax will still apply to all items and fees except the tax-exempt event's ticket face value and item fees
- You won't be able to waive tax on, for example, a specific group sale
If you'd like to be able to waive tax for individual orders, suggest a Product Idea in the Client Community and let us know what you'd like to see!
1. Head over to Event Inventory via the PatronTicket Hub
2. Find the event whose sales tax you'd like to waive
Use the Filters section to find your Ticketable Event quickly!
3. Scroll down to the bottom of the page and click "Edit All"
4. Check the "Non-taxable" box and click "Save"
Report on Sales Tax
Need to find out sales tax-related details about your daily sales, individual performances, or an entire run of a show? Turn to our suite of financial reports to report on sales tax. We recommend a few reports you should know about.
Daily Sales Report
The Daily Sales report shows an overview of all sales made within the date range you specify. As you can see, it breaks out sales tax collected on Buyer Item Fees and Buyer Order Fees.
Event Summary Report
The Event Summary Report shows all sales collected for the entire run of a show. There are tax line items on the Sales Summary section as well as the Ticket/Fees Summary section.
Performance Report
The Performance Report shows sales collected on a single Event Instance. Like the Event Summary Report, tax line items appear on the Sales Summary section as well as the Ticket/Fees Summary section.
Want to do something else with your sales tax?
If your organization has sales tax nuances that aren't currently supported, suggest a Product Idea in the Client Community and let us know what you'd like to see!