Checkout

Layout

Event Organizers can now display relevant tax information, including the payment processing fee and tax IDs, to their Attendees during checkout. The checkout process performs the tax/fee calculations while creating the Invoice and Line Items and determines whether an Event Item is tax-exempt.

The Fee’s currency and format (symbol vs ISO) will match the Event’s Currency and the Event Settings' Currency Display. Event Organizers can also change the Fee Name to match their requirements (Tax, GST, HST, etc.).

The format for the displayed tax is as follows:

[Fee Name] ([Percent value]%)    [Currency symbol/ISO][Amount]
Sales Tax (4%) 		        	$1.09

Order of Calculations

1. Calculate the Gross Amount.
2. Calculate the Net Amount by applying the Discount to the Gross Amount for discountable Line Items.
3. Calculate the taxes by multiplying the Net Amount by the applicable tax rate.
4. Calculate the Total Amount by adding the Net Amount and Tax Amount.
5. Add any Fees.

The Tax Fee will be calculated at checkout after discounts are applied but before a Payment Processing Fee is applied. If the Attendee changes the items in their cart, the Tax Fee amount will dynamically update. If an Event doesn’t have a Tax Fee, there will be no line item at checkout.

Event Items that are not tax-exempt will show a tax amount.

• If the Tax Display Setting = “Tax Inclusive pricing,” THEN discounts are calculated after taxes are added since the shown price already includes taxes.
• If the Tax Display Setting = “Calculated at checkout,” THEN discounts are calculated before taxes are added since the tax is shown as a separate item at the checkout.

Scenarios

Event Item

When an Attendee registers for an Event with an Event Item, they will see the tax Fee Name and associated amount, including the Tax Amount, in the cart at checkout.

The functionality has been updated so the Event Items will display prices based on the Event’s Tax Fee Calculation Type value.

• If Tax Fee Calculation Type = “Calculated at Checkout,”
  • The Price will be visible for each Event Item on the pre-checkout page.
  • A separate line item will show the sum of the Tax Amount for each Event Item on the checkout page.
• If Tax Fee Calculation Type = “Tax-Inclusive Pricing”,
  • The Price with Tax will be visible for each Event Item on the pre-checkout page.
  • The Price for each Event Item and a separate line item showing the sum of the Tax Amount for each Event Item will be on the checkout page.

When the Event Item’s Tax-Exempt field is enabled (checked), the Tax Amount will not be added to the total price due at checkout.

When the Event Item’s Tax-Exempt field is not enabled, the Tax Amount will be added to the total price due at checkout.

Event Item Session

When an Attendee registers for an Event with an Event Item Session, they will see the tax Fee Name and associated amount, including the Tax Amount on paid Event Item Sessions, in the cart at checkout.

When the Event Item Session’s Tax-Exempt field is enabled (checked), the Tax Amount will not be added to the total price due at checkout.

When the Event Item Session’s Tax-Exempt field is not enabled, the Tax Amount will be added to the total price due at checkout.

Supported Scenarios

• An Event with one Event Item with a Tax Rate and one Event Item with Tax-Exempt checked.
• An Event with one Event Item with a Tax Rate and one Event Item with Tax-Exempt checked and a discount Code applied at the Event level.
• An Event with one Event Item with a Tax Rate and one Event Item with Tax-Exempt checked and a discount Code applied at the Event Item level.
• An Event with two Event Items with a Tax Rate and a discount Code applied at the Event Item level.
• An Event with two Event Items that are subject to a Tax Rate and discount Code, but one Event Item has Tax-Exempt checked, and the other Event Item does not have a related Code Eligibility.