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.
Open a company or member profile and click Edit Details.
In the dialog, open the Billing Details tab.
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.
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.