Rentopian, Inc.

Grouped tax rates let you combine multiple individual rates (e.g., city, county, district, and state) into a single, consolidated charge on your quotes and orders. This setup helps you accurately calculate and report taxes, especially if you’re integrating Rentopian with QuickBooks Online.

Go to Settings: From the main menu, open Settings &gt; Financial and Payments &gt; Tax Rates.

Create Individual Rates: If needed, set up separate rates for each tax jurisdiction (city, county, district, state, etc.). In the case of integration with QuickBooks Online, individual tax rates will be pulled from QuickBooks account.

1. Go to Settings: From the main menu, open Settings &gt; Financial and Payments &gt; Tax Rates.
2. Create Individual Rates: If needed, set up separate rates for each tax jurisdiction (city, county, district, state, etc.). In the case of integration with QuickBooks Online, individual tax rates will be pulled from QuickBooks account.

Click “Add Grouped Tax Rate”: Enter a name (e.g., “Total Tax”), and optionally specify an agency.

Select the Individual Rates: Choose each of the existing rates you want combined.

Review Total Rate: The system automatically sums the selected rates (e.g., 10.25%).

Confirm &amp; Save: Your new grouped tax rate is now ready to use. You can also mark it as the default.

1. Click “Add Grouped Tax Rate”: Enter a name (e.g., “Total Tax”), and optionally specify an agency.
2. Select the Individual Rates: Choose each of the existing rates you want combined.
3. Review Total Rate: The system automatically sums the selected rates (e.g., 10.25%).
4. Confirm &amp; Save: Your new grouped tax rate is now ready to use. You can also mark it as the default.

Accurate Calculations: Charge a single line item for tax while still tracking individual jurisdiction amounts.

Comprehensive Reports: View how much tax you’ve collected for each jurisdiction separately.

QuickBooks Integration: Matches QuickBooks’ breakdown of city, county, district, and state taxes, ensuring seamless data sync.

- Accurate Calculations: Charge a single line item for tax while still tracking individual jurisdiction amounts.
- Comprehensive Reports: View how much tax you’ve collected for each jurisdiction separately.
- QuickBooks Integration: Matches QuickBooks’ breakdown of city, county, district, and state taxes, ensuring seamless data sync.

Contact us if you have any questions about creating or managing grouped tax rates in Rentopian.

Combine city, county, district, and state tax rates into one grouped rate in Rentopian for accurate billing and reporting.

Using Grouped Tax Rates

Using Grouped Tax Rates in Rentopian

1. Access the Tax Rates Section

2. Add a Grouped Tax Rate

3. Why Grouped Tax Rates Are Useful