Benjamin Franklin
Amid a flurry of controversy, the HST is coming to British Columbia and Ontario. Whether you like it or lump it, it's coming, and you'll need to change your EventPro taxes (at least until the politicians change their minds again).
You will be tempted to simply go in and edit your existing taxes, but don't do this. There is a specific process you must follow. If you have any doubts, please contact the Support Department. Also, make a backup of your data (as you would with any major procedure), just in case the procedure doesn't turn out the way you want.
In order to assist with transitions to new cost/price/tax regimes, EventPro allows you to define several “Effective Dates”. An Effective Date is a date upon which a set of pre-defined costs, prices and taxes comes into effect.
In order to change your tax system, you will first create a new Effective Date under Taxes, in which you will define the new tax and rate (i.e. HST replacing the GST and PST). You will then create new Effective Dates for your Locations, Resources, Catering Configurations and Beverage Configurations, selecting where the new tax will be applicable. You will then want to update configurations with new catering/beverage prices and update events with new configuration and location prices. If you have already booked events that will occur after the Effective Date, you will also need to recalculate those events.
There are extensive instructions regarding Taxes and Effective Dates in the User Manual under Chapter 1: Setting Up EventPro:
- Step 5: Taxes, Define and Adjust Taxes
- Step 8: Locations, Creating Location Groups and Locations
- Step 9: Resources
- Effective Dates for Resources
- Updating Events in Resources
- Catering Resource Items and Configurations: Effective Dates for Catering Configurations
- Beverage Resource Items and Configurations: Effective Dates for Beverage Configurations
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