If your organization has multiple locations worldwide, you might want to implement different tax policies that align with your government's regulations. In that case, as an operator, you could set tax policies in Flex so that members or companies are invoiced not by default tax rate but with the policies created in the system. Learn more.
Add a Tax Rate Policy
To create a Tax Rate Policy, follow these steps:
Log in to the OfficeRnD Flex Admin Portal.
Go to Settings
> Billing Settings > Tax Rates & Policies.Click Add Tax Rate Policy.
In the Add Tax Rate Policy dialog that opens:
Enter a Name for the policy.
Select the Revenue Account(s) that should be taxed.
Click Add to create the policy.
Apply the Tax Rate Policy
You can create and apply different tax rate policies for each location. Here's how:
Open the Location module and click the location.
Open the Billing & Revenue tab.
Choose a Tax Rate policy from the drop-down menu.
Click Add/Update.
