How to Charge Sales Tax in BookTix – Set Up and Manage Tax Rates

Charging Sales Tax

⏱︎ 1 minute

You can opt to charge and track sales tax on transactions.
When using option, taxes are charged on all orders, but options are available to add exceptions to specific departments and mark things as tax exempt.
Notes
This is not tax advice, and by default your BookTix account does not charge sales tax.

      1. Log in and navigate to the Organization Dashboard via the gear on the top right. 
            
      2. Under the left Financial Management header, click TAXES. 
      
      3. Click ADD NEW TAX. 

      4. Enter your details: tax name, tax abbreviation, and tax rate, and if you wish to exclude any departments from including the tax.  
Note that your tax rate will be calculated as a percentage, but you should only enter the number (no % symbol is needed). 
Notes
You can set specific items to tax exempt after the tax creation. 
      

      5. Click SAVE when completed.


All transactions in your account will include your tax rate, unless the department has been excluded. 
This will display when things are added to cart, as well as at checkout:

Checkout: 



Follow this tutorial to learn how to set specific ticket types, packages, and items as tax exempt. 

    • Related Articles

    • Running a Sales Tax Report

      ⏱︎ 1 minute You must have set up a Sales Tax rate in your BookTix account on one or all of your departments, and completed transactions, in order to run a Sales Tax Report. 1. Log in and navigate to your Organization Dashboard via the gear icon on ...

    • Excluding Items, Packages, or Tickets from Sales Tax

      ⏱︎ 1 minute You can mark anything for sale in your BookTix account as Tax Exempt to exclude it from your tax rate. You must have set up a Sales Tax rate in your BookTix account on one or all of your departments in order to mark things as Tax Exempt. ...

    • Setting Online Sales Closing Time

      1. Log in to your account and navigate to your department. 2. Under the Settings header, click DEPARTMENT SETTINGS. 3. Edit field next to "What time would you like sales to auto-close before each event date?" 4. And you're done!

    • Getting Paid

      ⏱︎ 30 seconds Getting paid requires 2 steps: 1. Set up Check or ePayment via BookTix, or Direct Deposit via Stripe 2. Close Sales Any time after, unless you would like payment to go to a new location, you can skip right to step 2- closing event ...

    • Before the Day of your Event

      ⏱︎ 30 seconds Preparing for your show will involve familiarizing yourself with your equipment and the system, to ensure your day runs smoothly. 1. If you choose to use equipment, test it well before the day of your event. a. Learn how to scan. b. ...