Tax on a booking should match who is being paid — without re-entering GST (or No tax) on every line.
With Auto-set tax rate on, new and updated deal terms pick up tax from each payee’s saved payment settings. When a line still disagrees with those settings, a banner appears so you can fix it in one step — or leave an intentional override as-is.
Before you start
Set tax on the contact (Payments) for artists, DJs, suppliers, and other people you pay.
Set tax in Account payment settings when your Account (or a roster member Account) is the payee.
For Australian contacts with an ABN, tax on the payment profile can follow Australian Business Register guidance when details are verified.
Auto-set uses the payee’s payment profile tax only. It does not fall back to your Account’s default booking tax when the payee has no tax saved.
Turn Auto-set on or off
Open Settings.
Go to Bookings.
Open Tax Rates.
Turn Auto-set tax rate on or off, then save.
On (default): deal terms can auto-fill from payee settings, and mismatch banners can appear on the Offer.
Off: deal terms are fully manual. Mismatch banners and Auto fix do not appear.
How tax works on a booking
A booking has two related tax places:
Booking tax (header) — the rate shown on Deal Terms (for example Australia GST 10%, or No tax). Plus / Including on lines is only editable when the booking has a real rate — not when the header is No tax.
Deal term tax — each line’s Plus tax, Including tax, or No tax (and which rate that line uses).
Auto-set fills deal term tax from the payee. When the booking header is still No tax and you have not locked it manually, Auto-set can also set the header rate so Plus / Including becomes editable.
When tax is set automatically
With Auto-set on, tax updates quietly when:
you add a deal term
you change the payee role on a line (who gets paid)
you change the payee contact (or their saved tax) on the same role
That includes quick-add bookings from an event and full create flows, when Auto-set is on for the Account that owns the booking.
Auto-set does not rewrite lines every time you open Edit. If you saved Plus GST on a payee who has No tax in contact settings, that choice stays when you reopen the booking. The mismatch banner stays too, so you can still Auto fix later if you want.
When tax is locked (and what that means)
Booking header tax (you pick a rate or No tax yourself) — Silent Auto-set will not overwrite that header. Mismatch banners still appear when lines disagree with payee settings. Auto fix can still update deal terms and, when needed, lift or set the header so Plus / Including unlocks — but it will not clear an existing registered rate down to No tax.
Deal term tax (you change Plus / Including / No tax on a line) — That line is treated as your choice and saved with the booking (padlock stays after Save and reopen). Silent Auto-set skips it. Use Auto fix to match the payee again (that clears the lock and the padlock).
Settlements past draft — If any settlement is pre-approved, approved, or closed, deal term tax editing and Auto fix are unavailable. The alert can still show so you know something does not match.
Leaving Auto-set on and editing a line by hand is normal. The banner is how the Offer tells you the line no longer matches the payee’s saved settings.
Mismatch banner and Auto fix
When Auto-set is on and a deal term’s tax does not match the payee’s payment settings, you may see a warning on Deal Terms and again in the Offer footer. Examples:
The payee has no tax in contact settings, but the line has Plus GST.
The payee has GST saved, but the line is No tax.
The line uses a different rate than the payee’s settings.
Who sees it: people who can edit the booking Offer as the creator Account — not share / recipient views.
What you can do:
Auto fix — confirm the checklist, then set affected deal terms from each payee’s saved settings. If the booking header needs a registered rate so Plus / Including can work, Auto fix sets or lifts that too. It does not clear an existing GST (or other registered) header down to No tax.
Update the payee’s settings — change tax on the contact Payments tab (or Account payment settings for Account / roster payees), then align the deal terms if needed.
Leave it — keep an intentional override. The banner remains until the line and the payee’s settings agree, or you turn Auto-set off.
If two payees suggest different registered rates, Auto-set will not force a single header rate. Fix or choose rates manually; the banner stays until things are consistent.
Booking header No tax vs Plus / Including
When the booking header is No tax, deal term tax selectors stay on No tax and are not editable.
If a payee needs tax and Auto-set (or Auto fix) can apply a shared rate, the header updates so you can choose Plus or Including on the line.
Choosing No tax on the header yourself locks that choice against silent Auto-set. Use Auto fix when you want the Offer to follow payee settings again.
Australian Accounts and ABN tax
For Australian payees with an ABN, payment profiles can reflect GST registration from the Australian Business Register. Auto-set and mismatch checks use that payment-profile tax (not a separate deal-term guess).
Same country and percentage count as a match even if one side is Plus and the other is Including.
This banner is not the yellow superannuation / payment-profile readiness alert. That alert looks at payment details readiness for super — not at deal term tax. Both can show at once with different actions.
Roster and shared contacts
Tax for a contact payee comes from that contact’s payment profile on the contact owner Account (including contacts shared via roster).
When the payee is Owner (on behalf of Roster) or Roster alone, Auto-set and mismatch copy use that roster member’s account payment settings — not your own Settings link.
When the payee is plain Owner (your Account, without on-behalf wording), tax comes from your account payment settings.
Common questions
Why did tax appear when I picked a contact? Auto-set applied the contact’s saved tax to the deal term (and may have set the booking header if it was still No tax and unlocked).
Why is the banner still there after I set GST on the line? The payee’s contact or Account payment settings still say No tax (or a different rate). Update their settings, use Auto fix to match the payee, or keep your override and ignore the banner.
I opened Edit and my Plus GST stayed — is that a bug? No. Auto-set only re-applies when the payee or their suggestion changes, not every time you edit. Your saved line tax is kept. If you changed that line yourself, the padlock stays on that line after Save and reopen.
Why is there a padlock on only one line? You (or someone with edit access) changed tax on that line. Other lines that still match their payee keep no padlock.
I set the booking to No tax on purpose. Will Auto-set flip it back? Not silently. Auto fix can still change the header if you run it and the fix needs a rate.
Why can’t I change Plus / Including? The booking header is No tax. Set a rate on the header, or let Auto-set / Auto fix set one when the payee has tax saved.
Why is Auto fix missing? Auto-set may be off, settlements may be locked past draft, or you may be on a view that cannot edit the Offer.
Does turning Auto-set off remove tax from existing bookings? No. It only stops auto-fill and mismatch banners going forward. Existing deal term and booking tax stay as saved.