EventPro Planner Manual

Event Taxes and Default Taxes

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Event Taxes and Default Taxes

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Event Taxes and Default Taxes

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For each event, you can set both event taxes and the default taxes that will apply to the items you add to the event.

Click to expand/collapse textEventPro Planner System Taxes

You would have set up default Tax settings for EventPro Planner earlier in setup process under Chapter 2: Setting Up EventPro Planner, Step 6: Taxes.

Click to expand/collapse textTaxes for an Event

For some events, you may need to create a different set of taxes, as noted above in the Event Maintenance Overview, Editing, Logo and Other Functions: Options button, Set Taxes.

1.To create a new set of taxes for a specific event, select Event Options | Set Taxes in the Event Maintenance screen.
2.This will open the Event Taxes [Edit] window.
3.The fields will default to the settings you entered earlier under Setup | Taxes.
4.Enter your new tax information as required and click Save.
5.This will save the new tax system for the current event.

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Click to expand/collapse textDefault Item Taxes

Finally, you can select the taxes that will be applied by default to items you add to the event, such as registrations, accommodations, booths, etc.

1.In the Event Maintenance screen, click the Edit button.  The Event [Edit] window appears.

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2.In the Event [Edit] window, click on the Default Taxes tab.

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3.For each kind of item, select the checkboxes next to the taxes that will apply by default when you first add the item to the event.
4.After you have selected the all of the default taxes you require, click Save.
5.When you actually add the items to the event, you will be able to change the taxes, but if you set the defaults to the most commonly used applicable taxes now, it should save you time when you enter data later.