Tax Rates allow you to apply different tax rates to your customers' invoiced items. To add and configure Tax Rates, go to Settings > Billing Settings > Tax Rates & Policies. There, you can add, edit, and delete Tax Rates using several components. Learn how to set up Tax Rates →
This article explains how to apply tax policies to locations.
Before you start
Tax Policies
Tax Rates are governed by Tax Policies. If your organization has multiple locations worldwide, you can set up different Tax Policies according to local regulations; members and companies will be invoiced accordingly.
Set up Tax Policies
Go to Settings > Billing Settings > Tax Rates & Policies.
Click Add Tax Rate policy.
Add a name for the new Tax Policy.
Set different Tax Rates for any fees and deposits that will be charged for the members and companies of a particular location.
Example of using Tax Rate Policies
For example, you may have one location in the US and a second location in Europe. Therefore, specific tax policies should be created for each location so that customer membership and fees are invoiced appropriately.
Location Assignments
Once the tax policies have been created, they must be assigned to the right locations.
Go to Space > Locations and select the desired location to start editing it.
Open the Billing & Revenue tab.
Click Tax Rate Policy and select your location's appropriate Tax Rate Policy.
Click Add or Update.