Taxes applied to an order can be set up to be automated or manual depending on your preference under your Order Settings. If you prefer to calculate tax manually, you can set up tax rates to save you time from entering the rate into each order.
To set up tax rates, you click on Settings in your navigation menu and then select Financial/Payments tile from the settings options.
From your Financial and Payments settings, you'll click on the Tax Rates tile.
Under your Tax Rates tab, you'll click the green Add Tax Rate button in the upper left.
When you click the Add Tax Rate button, a window will pop up where you'll enter the tax rate information. Once you have filled in the information, you'll click the green Confirm button.
After you create the tax rate, if you need to make changes or delete the rate, you can use the pencil icon to edit or trash can icon to delete under the Actions column in the right.
The three dots next to the pencil and trash can offer the options to mark the rate as default, meaning it will be added to all orders unless otherwise specified. You can make the rate default for rental products, sale products, or services on an order.
You'll also be able to select the rate when creating or editing a transaction under the Pricing Total section at the bottom of the transaction editing screen.
If you have any questions about creating or applying tax rates in Rentopian, please reach out to our team.