Departments often have specific organizations or members who are eligible for a tax exempt rental purchase. This setup will walk you through how to create a tax-exempt scenario for your facility rental reservations. 

Conditions:

• Applies to reservations created on the management side only
• The Taxable Amount dropdown must be set to Base Cost
• Requires the use of the Flat Fee pricing option

Create the Reservation

On the management side, begin a new reservation for a user.

1. Select the facility/facility area
2. Set the reservation date(s) and time
3. Be sure to use Flat Fee from the Type dropdown
4. Set the rental fee to $0.00
5. Click Add New Dates
6. Confirm and Continue
7. Complete the remaining steps for reservation including any required forms, questions, or documents
8. Do not make any edits to the fee until you have reached the Invoice and Payment Screen
9. Click Edit Fee next to the reservation line item

Edit the Fee to Achieve Tax Exemption

10. Select Add to the fee
11. Enter the Reason for Adjustment
12. Enter the rental fee in the Amount field
13. Click Update Fee
14. Click Return to the invoice link at the bottom

15. Complete the payment process
    1. Note that the tax field shows $0.00 and the adjustment shows the correct rental amount and description