How do I charge sales tax?

How do I charge sales tax?

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


How to Set Up Sales Tax

1. From the Organization Dashboard (the gear icon top right), look to the left side menu and click FINANCIAL MANAGEMENT > Taxes. 



2. Click the blue button Add New Tax 



3. Enter your details: Tax Name, Tax Abbreviation, and Tax Rate
Optional: you can select specific departments in your account to exclude from this tax rate.
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:
  




    • Related Articles

    • How to run a Sales Tax Report

      Note: 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. How to Run a Sales Tax Report 1. From the Organization Dashboard (the gear icon top ...
    • How to Exclude Items, Packages, or Tickets from Sales Tax

      Note: 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. How to Exclude Items, Tickets, or Packages from Tax You can mark anything for sale in your BookTix account as ...
    • How do I run a sales report?

      Sales reports, or "revenue reports", will be found within each event, item, package, and campaign. Event Sales Report: Log in to the administrator portal, and under the Box Office header along the left side, click EVENTS. Then, click EVENT MANAGER ...
    • Do you charge us a fee for reprints?

      No! We don't charge you to reprint a ticket that someone purchased online, so if someone comes without their ticket, you can look up their order and print it for them to be scanned. If you need to look up an order, begin by logging in to your ...
    • Can I request payment before my event is over?

      Yes! We offer an advance payout feature to groups that have requested it. We can write an "early" check or epayment for a portion of your proceeds before an event closes to help our organizations with cash flow, if preferred. This must be requested, ...