Define and Apply Tax Policies

Overview

If your organization got multiple locations around the globe and you would like to set different tax policies which are set by your government to what taxes to levy, you as an operator could set tax policies in OfficeRnD so that members or companies are invoiced not by the default tax rate but with the tax policies created in the system. Learn more

1. Log into the OfficeRnD Flex Admin Portal
2. Navigate to the Settings module and select Billing/Tax Rates/Tax Policies

Step-By-Step Guide

1. Log into the OfficeRnD Flex Admin Portal at https://app.officernd.com/

2. Click on Settings module and Billing

3. Click on Tax Rates

4. Click on Add Tax Rate Policy

5. Enter a Name for the policy

6. Select the Revenue Account that should be taxed and by the Tax Rate

7. Verify the Tax Rate selection

8. Click on Add to create the policy

Apply the Tax Rate Policy

9. Click on the Space module

10. Click on the cogwheel to Edit a location

11. Click on Edit

12. View the Location Details menu

13. Click on Billing Details

14. View the current Tax Rate Policy application

15. Click on the dropdown to select a Tax Rate Policy

16. Click on Update

17. Location Updated Successfully