Tax Levels

Tax Levels vs. Tax Rates 

• If the venue has Tax Per Item enabled, Tax Rates will be available in the Options tab in Connect.
• If the venue has not enabled Tax Per Item, Tax Levels will be available in Connect. 

What are Tax Levels?

Tax levels allow Vendors to have multiple tax rates that can be changed for any given event.

• The system rejects any Tax Rate that is over 3 decimals, like 6.857. It will allow for up to 2 decimals only, such as 6.86, because Activate will only round to the nearest hundredths decimal place.
• Tax levels will always be a percentage and not flat tax. 

Creating New Tax Levels

1. Log in to Connect and click Options in the left side menu.
2. Select Tax Levels from the menu.
3. Click on the Create button.
4. Enter in the name of the Tax Level
5. Click Save.

Now the Tax Level has been created and can be applied in the Vendor settings. Using tax levels allows a tax value to be easily assigned across a whole vendor.

Note: Editing a given tax level for one Vendor will not copy the edited value for another Vendor. 

How to Assign a Tax Level

Once a new Tax Level is created, it can be assigned to a Vendor Role under the Taxes tab, using the following steps:

1. Log in to Connect and click Options in the left side menu.
2. Select Vendor Roles from the menu.
3. Search for and select the Vendor Role to edit.
4. Select the Taxes tab. 
5. Click the blue pencil to edit the appropriate information and then select the green check to save.

Assigning a tax will be required. There is an active Default Tax Level that can be edited to set the desired default Tax Rate.

• The Default Tax level cannot be deleted; however, it can be overwritten by setting another Tax Level active or by deactivating the default Tax Level.
• In addition, putting a 0 next to Default Tax Level would place a 0% tax on all items affected by the level.

Taxes Tab in Vendor Roles

• Tax Charge After Discount: Set to Yes to charge tax after a discount.
• Apply Tax To Subtotal: Enable to apply the tax to the customer subtotal.
• Apply Tax to Tip: Set to Yes to charge tax to the tip.
• Apply Tax to Fee: Set to Yes to charge tax to a fee.
• Apply Tax To Convenience Fee: Enable to apply tax to the convenience fee if required.
• External Default Tax Value: Set to Inclusive or Exclusive. 
  
  

How do Tax Levels work?

Once a Tax Level has been created, it does not need to be deleted if a change is desired.

Example:

If one event needs to include a 15% tax for Vendor X, create a corresponding Tax Level and set it as Active.

If the next event requires the tax to be 30%, the existing rate can be edited from 15% to 30%, or a new Tax Level can be created and Set Active.

Results as follows:

• Option 1: The 15% tax level is still active but with a new percentage value. 
• Option 2: The old Level for Vendor X (15%) is automatically deactivated once the new tax level is active.