Sales Tax

ShedStuff · December 2019

Does anyone know how to not have the sales tax added to the account? I tried in ledger as I did mark no sales tax but tax still populates on the account!

i43storage · December 2019

Does your company have the sales tax set as a default? Are you looking to remove the sales tax from just one tenant?

ShedStuff · January 2020

I apologize for the delay in responding!

Yes, for one tenant

MamaDuke7 · January 2020

If you want to avoid tax on the unit itself, that's also in Setup: Units & Tenants. Then select the customer, Edit, and check the box to never tax rent (but this is the same as what you checked in the ledger).

Eric_Lewis · January 2020

Some clarification.

Payments->Ledger Settings->Never Tax Rent
This setting will not charge rent tax on this specific unit but will continue to charge tax merchandise if added to this unit

Payments->Edit Tenant Info->Tax Exempt
This setting will not charge rent or merchandise tax for the tenant. For example if they rent 1 or 5 units, no unit will be charge rent tax and any merchandise added will not be charged tax as well.

terrijo76655 · January 2020

How would you take off the sales tax for the entire facility in the company setup?

Eric_Lewis · January 2020

To turn tax off for the entire facility you have to set the tax values to 0 for each charge. For example normal charges like Rent goto Setup, Charges, edit rent, set tax 1 and tax 2 to 0. Report for other charges. For merchandise goto setup, merchandise setup, edit each item and set to 0. There is a batch edit for Merchandise on the right hand side of the screen.

albertmads · September 2021

Katarienr · November 2021

It's essential to keep track of sales taxes to know where the money goes and what your profits are. Every business person wants to increase his sales, but with an increase in sales comes taxes. The manager's main task when working in CRM is to move the deal to the next sales funnel stage. The funnel should include the main points of contact with the customer. If a company works with different segments, such as b2b and b2c, several horns need to be thought through. To manage them, you can use deal tracking software. Then you will have all the data in order, and you can see either progress or regress in your sales.

Sales Tax

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