Customer is not being charged the correct amount of tax or is not being charged tax at all.
There are a few places to confirm you have the correct information in the Tax- or Tax-Exempt fields:
1. Customer Type
Make sure that the Customer Type that you have assigned to the customer in the order is taxable. To confirm this, open the Customer Type window (General Setup – Basic – Customer Type) and click the “Taxable” checkbox.
If this checkbox is checked, any customer who you assign this Type will be taxed.
If this checkbox is NOT checked, any customer who you assign this Type will be tax-exempt.
2. Tax Table opt.1
Check your tax table for correct percentages in the location where your order will be delivered. To do this, go to General Setup – Required Setup – Tax Table. Open each revenue code for the location and check the percentages:
Review the Tax Rate and Add-On Tax % sections for errors.
If you find that an amount is incorrect, correct it immediately and test it with event orders occurring in that location.
3. Tax Table opt.2
All cities, jurisdictions, and states must have unique names. For example, Springfield, MA and Springfield, MI. If your organization does business in an area with more than one city, county, or jurisdiction name, you will need to distinguish between them.
•City name: “Springfield MA”
•City name: “Springfield MI”
Also, the zip code of the event Delivery Address that is in the Zip Code table must have the same county name as what is in your Tax Table. If there are cities, jurisdictions, or counties with the same name, the system will choose only one record that matches and it may not be the correct one for your event. By distinguishing the locations, the system can choose the correct one for tax calculation.
4. Check your tax table for correct percentages in the location where your order will be delivered. To do this, go to Sales & Marketing, click on Event & Order Management, select Event Management - All Status Types Included, open the event and go to the Financial Tab
In the event order, click the [Financial Info] Tab. Under the Tax information, you will see a field for “Tax Exemption ID:”
If you enter anything in this field (even a space __ ) The system will register that this event is tax-exempt.
If your order has a tax ID number, enter it here and no tax will be calculated.
If your order is taxable, do not enter anything in this field.