Advanced Tax Settings

​

Overview

Advanced tax settings provide granular control over how tax is calculated on orders, whether to collect VAT numbers from customers, and how tax-related communications are handled. These settings go beyond the basics of tax bands and pricing display to address specific invoicing and compliance requirements. These settings are found under Settings > Pricing settings (requires the advanced tax controls feature).

​

Tax Calculation Method

The Tax calculation setting determines how the platform calculates the tax component of an order item. This affects how tax totals appear on invoices and in reporting. There are two options:

​

Use Total Price

Ticket and fees are taxed as a single line-item. Tax is calculated on the combined total of the base price and fees together. Example with 20% tax on a £25 total (£20 base + £5 fees):

1. £20 base price + £5 fees = £25 total
2. 20% tax on £25 = £4.16666667
3. Rounded to 2 decimal places = £4.17 total tax

​

Use Fees and Base Price Separately

Ticket and fees are taxed as separate line-items. Tax is calculated on the base price and fees individually, then summed. Example with 20% tax on a £25 total (£20 base + £5 fees):

1. £20 base price + £5 fees = £25 total
2. 20% tax on £20 = £3.3333333, 20% tax on £5 = £0.83333333
3. Rounded to 2 decimal places = £3.33 + £0.83 = £4.16 total tax

​

VAT Number Collection

When Collect VAT number is enabled, customers are presented with an additional step during checkout where they can enter their VAT number. This is particularly important when using conditional tax bands with reverse charge, as it allows the system to verify whether a customer qualifies for reverse charge treatment.

​

How It Works

1. During checkout, the customer sees a VAT number input field.
2. The customer enters their VAT number.
3. The system verifies the VAT number (if verification is configured).
4. If valid, the customer’s tax settings are updated accordingly — for example, triggering reverse charge on applicable items.

​

VAT Number Verification

VAT number verification uses external services to validate the numbers provided by customers. Without verification enabled, customers can enter a VAT number but it will not be validated, and conditional tax bands will apply the rate based on location only.

​

Tax Receipt Emails

When a sale item has a tax band assigned, the platform automatically sends a tax receipt email to the customer after a successful order. This is a separate email from the order confirmation and contains a detailed tax breakdown.

​

Disabling Tax Receipts

If you handle tax receipts externally (e.g. through a separate accounting system), you can disable the automatic tax receipt emails:

• Disable tax receipt emails — When enabled, tax receipt emails for orders placed through the shop and box office are suppressed. This is useful when you are sending tax receipts external to the platform.

The setting clearly indicates the current status:

• When disabled: “Tax receipt emails will be sent”
• When enabled: “Tax receipt emails will not be sent”

​

Attaching PDFs to Tax Receipts

When the PDF attachment feature is enabled, a PDF version of the tax receipt is attached to the tax receipt email. The PDF contains the same contents as the email itself, providing a downloadable document for the customer’s records.

​

Resending Tax Receipts

Tax receipts can be resent for individual orders from the order details screen. This sends a fresh tax receipt email to the customer’s email address on file.

​

Szamlazz Integration

For companies using the Szamlazz integration, tax band names can be configured to match specific VAT codes. When a tax band’s name corresponds to a recognised Szamlazz VAT code, the “VAT Rate” column in Szamlazz invoices will display the corresponding code rather than the numerical rate.

​

Related Pages