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

mceclip0.png

3. Click on Tax Rates

mceclip1.png

4. Click on Add Tax Rate Policy

mceclip2.png

5. Enter a Name for the policy

mceclip4.png

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

mceclip5.png

7. Verify the Tax Rate selection

mceclip6.png

8. Click on Add to create the policy

mceclip8.png

Apply the Tax Rate Policy

9. Click on the Space module

mceclip9.png

10. Click on the cogwheel to Edit a location

mceclip10.png

11. Click on Edit

mceclip11.png

12. View the Location Details menu

mceclip12.png

13. Click on Billing Details

mceclip13.png

14. View the current Tax Rate Policy application

mceclip14.png

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

mceclip15.png

16. Click on Update

mceclip16.png

17. Location Updated Successfully

Was this article helpful?
0 out of 0 found this helpful

Comments

0 comments

Article is closed for comments.