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[Flex] How to Set Up a Separate Tax Rate for a Customer or a Company
[Flex] How to Set Up a Separate Tax Rate for a Customer or a Company

Learn how to create customer-specific tax rates to ensure billing accuracy and compliance with local rules.

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In OfficeRnD, you can use various ways to set up tax rates. You can set them up on an account level, or you can set up a tax policy.

There are some additional tax settings in Billing Settings. They determine if a tax rate should be applied for the entire space and whether it should be included in the prices set for your Billing Plans.

This article outlines the process for assigning a unique tax rate to a specific customer or company. This feature allows you to customize billing details beyond the standard setup. It can also help you align tax calculations with customer-specific requirements, enhance invoice accuracy, and maintain compliance with varying tax regulations.


How to Set a Specific Tax Rate For a Customer

To set up a specific tax rate for a customer, you can use one of the existing tax rates or create a tax rate. Check our article on how to set up tax rates.

  1. Open a company or member profile and click Edit Details.
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    editdetailsbtn.png

  2. In the dialog, open the Billing Details tab.

  3. In it, there is a row called Currency/Tax Rate. It contains a drop-down menu to the right where you can click and select the tax rate for that member or company.
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    billingdetsvat.png

  4. Click Update.

Note: If you have set up any other tax rates for your Billing Plans or specific billing accounts, the personal tax rate for the member/company will override any other tax rates.

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