Setting a Tax Rate

To set a tax rate, log into your software, go to Setup > Tax Rates.
Once you are on the settings page you will see a list of tax rates if any have been created.

 

To create a new Tax Rate, click New Tax Rate at the bottom of the page.

• Rent tax rate will be automatically applied with every invoice.
• Fee tax rate will be automatically applied to any fee you set up in the Unit Types.

 

Note: Once a tax rate is created, it can not be deleted. If a tax rate is created after the unit type creation or if you are adding a new tax rate, make sure your unit types have the accurate tax rate assigned.

Adding a tax rate to a unit type

To add a tax rate to a unit type, hover over the Units tab and select the Unit Types sub-tab. Click edit in the far right column. 

 

Select a tax rate from the dropdown menus in the Price section of the screen.

Add a tax rate to a fee

To add a tax rate to a fee go to Setup > Fees > create new fee and add tax rate or edit existing fee to add a tax rate. 

Sales Tax Report

Late fees, Lien fees, admin fees, and any other misc fee that is linked to a unit would be in the NO TAX rentals section.