Skip to content Skip to main navigation Skip to footer

How to Set Tax Rate or Tax Rules for Entry Fees

While setting up pricing structures for your Award, you are asked to setup the Tax Rate or Tax Rules that will affect the Entry price for non-VAT exempt entrants. Those two functions work alternatively, and not in conjunction: Tax Rate is used to apply a flat tax amount for every entry, making no distinctions over the entrant’s organisation type, country of application origin, and so forth.

In order to set this up,

  1. Log in to the Admin Interface
  2. Click on Settings on the desired Award
  3. Set up an appropriate Last pay date
  4. Now scroll down and expand the Pricing section
  5. Make sure the Requires payment field is set up to accept online, offline or both types of payment
  6. in the Tax acronym enter the desired tax name (i.e. VAT) as needed. Please note that, if the tax acronym is left empty here and no “per-country” override applies, then the acronym and rate for the organisation’s country will be used. If no acronym is set for the country, then the global acronym and rate will be used. If the acronym is not set at any level then the accompanying rate will be ignored (even if it is non-zero).
  7. In the Tax rate field enter the desired rate. This field is interpreted as a percentage, and the required format to fill it is DesiredNumber.Decimals (i.e. 20.00, which the system will read as 20%)
  8. Click on Save

Tax Rules is instead a function that allows you to create and stack different tax rate rules, with the objective of applying different conditions to entrants with different circumstances, such as different country of residence and organisation type. Follow these steps to set it up:

  1. Log in to the Admin Interface
  2. Click on Settings on the desired Award*
  3. Set up an appropriate Last pay date
  4. Now scroll down and expand the Pricing section
  5. Make sure the Requires payment field is set up to accept online, offline or both types of payment
  6. Click on Tax Rules. A new browser tab, separated from the Award.
  7. Click Add
  8. In the Vat Registered dropdown menu, select whether this new tax rule will apply to organisation that are VAT Registered, not VAT Registered, or either of these options.
  9. Select an appropriate Tax Acronym (i.e. VAT). This field allows you to set up different acronyms for different countries, so that international entrants will visualise the correct one that applies to their country of residence.
  10. In the Rate % field enter the desired rate. This field is interpreted as a percentage, and the required format to fill it is DesiredNumber.Decimals (i.e. 20.00, which the system will read as 20%)
  11. The Country / Tag field allows you to add the relevant country or region that you want to apply this rule to (i.e. if you select Germany, then this rule will be applied to entrants from Germany, and so forth). You can add multiple countries and regions as needed.
  12. Next, choose to which Award you wish to apply the new tax rule to. You can choose the one you were editing, but if needed you can apply this rule to other Awards too, in order to save time when setting them up
  13. Select which Organisation Types you wish to apply this new tax rule to.
  14. Click Save.

* Another way to reach the Tax Rules page, is by clicking on Control Centre from the Admin Interface, then Finance Settings and finally Tax rules.

You can create multiple tax rules that apply to the same Award, and they will integrate with one another, as long as they don’t conflict with each other. Should you mistakenly create conflicting rules (i.e. two different rules that apply to the same Award, or organisation type), the ones that have been created chronologically earlier will be applied over the ones created later. You can use the Test Scenario tool to run tests and make sure your payment structures and tax rates are working as intended.

It is worth mentioning that Tax Rules override the Tax Rate field in the Award pricing section, meaning that if you set up both, only the Tax Rules will take priority in the system and will be applied.