Renterra

You may want to change whether your company charges tax based on your branch location or the job site location (for delivery orders). If you would like to switch from one to the other, please follow the below steps.

Tax rates are calculated using the most up-to-date rates from the TaxJar API powered by Stripe

Changing your Organizations Tax Calculation Settings

If you are an administrator for your organization, click the "Admin" option on the left hand side.

Select the "Orders" options in the submenu

See the above for a visual representation of steps 1 and 2.

Select the pencil icon within the "Billing Strategies" box. This will then open up a drawer on the right hand side.

Select the circle option under "Tax Calculation" in order to decide whether taxes will be calculated utilizing Contract Origin or Customer Possession.

Click "Submit" in the top right corner of the screen.

See above for a visual representation of steps 3-5.

1. If you are an administrator for your organization, click the "Admin" option on the left hand side. 
2. Select the "Orders" options in the submenu
 
 
 See the above for a visual representation of steps 1 and 2.
 
3. Select the pencil icon within the "Billing Strategies" box. This will then open up a drawer on the right hand side. 
4. Select the circle option under "Tax Calculation" in order to decide whether taxes will be calculated utilizing Contract Origin or Customer Possession. 
5. Click "Submit" in the top right corner of the screen.
 
 
 See above for a visual representation of steps 3-5.

Overriding the Tax Rate on a Particular Order

Go to the "Settings" tab at the top of the Order

Click the pencil icon in the "Tax" section of the screen

You will have an option to set a "Custom Tax Rate"

1. Navigate to the Order in Question
2. Go to the "Settings" tab at the top of the Order
3. Click the pencil icon in the "Tax" section of the screen
4. You will have an option to set a "Custom Tax Rate"