Setting Up Tax Rates

Property Settings has a Taxes section where you can add, name, and manage the tax rates available when you set up a charge.

Creating a new tax rate

Give the tax a name (for example, "HST" or "Sales Tax") and set its rate. That's it - you don't need to set up a tracking account yourself. The system automatically creates a dedicated place to track that tax's collected amount, connected to the rate you just created.

Previously, creating a tax rate required a manual account-selection step, and skipping it (or an oversight in how the form was built) could cause the save to fail outright. That's fixed: the account is created for you as part of saving the tax rate, every time.

Marking a default tax rate

You can mark one tax rate as the default for new charges, so staff don't have to pick a rate every time for the common case. Creating a new default automatically replaces the previous one - there's never more than one default at a time.

Existing tax rates are unaffected

If your property already had tax rates set up before this release, they keep working exactly as they did - nothing about an existing tax rate's tracking account changes on its own. This release only changes what happens when you create a NEW tax rate, and adds the shared general tracking account used for custom, unnamed tax amounts (see "What tax looks like on an invoice").