Arlo allows your registrants to generate orders from your website which are tax exempt; meaning they do not have to pay tax on those orders.
Note: These processes do not apply to orders created within the management platform.
You can choose to make a payment type/s always tax exempt, offer an additional tax exempt payment type/s, and also set a contact or organisation's tax status to exempt so that their website orders never include tax.
If you have an events that attract different rates e.g. across locations, see Multiple Tax Rates.
1. Offer Tax Exemption based on an Event
Arlo allows you to tag an event/s as tax-free for all website registrations submitted. This means that any orders made through the website will not have any tax associated to them.
For more information about this, see Set an Event as Tax Free.
2. Offer Tax Exemption based on a Payment Methods
You can set one or multiple payment types to exclude tax on website orders. For example, you could set your platform to set a tax rate of 0% on all orders created where the payment type is 'Invoice'.
If you would like to set one of your payment types to always exclude tax on the orders, contact Arlo Support.
3. Offer additional Payment Methods that have a Tax Exemption
You can set one or multiple payment types to offer an additional option of being 'tax exempt' on website orders. For example, you could set your platform to ignore tax on all orders created where the payment type is 'Account (Tax exempt)', but still allow customers to pay via 'Account' and have tax charged.
If you would like to set one of your payment types to offer an additional tax exempt option, contact Arlo Support.
Below is an example of a tax exempt payment type in the Arlo checkout.
4. Set a Contact/Organisation's tax status to 'Exempt'
You can set a contact/organisations tax status to exempt so that their orders never include tax when submitted through your website. This option is useful if you do not want to advertise tax exempt payment types on your website, but still want tax to be excluded for some contacts/organisations.
To do this:
- In the General step change Tax Status to Exempt.
- Press Save.
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