In OfficeRnD Flex, you can set different tax rates for different locations by using Tax Policies. This is especially useful if you operate in multiple countries or regions with unique tax laws. A Tax Policy groups specific tax rates together, allowing you to apply them consistently based on a member or company's location.
This article explains how to create Tax Policies and assign them to individual locations to ensure correct tax calculations on invoices, fees, and deposits.
Before you start
If you haven't created any Tax Rates yet, learn how to set up Tax Rates →
Once your Tax Rates are ready, you can group them into Tax Policies and apply them to specific locations.
What are Tax Policies?
A Tax Policy, or a Tax Rate Policy, is a collection of Tax Rates that can be applied to memberships, fees, and deposits. You can assign different Tax Policies to each location in your OfficeRnD Flex account. This ensures customers are taxed according to local requirements.
Example: If you have one location in the United States and another in the EU, you can create two separate Tax Policies (each with the appropriate Tax Rate) and assign them to their respective locations.
Create a Tax Policy
To create a new Tax Policy:
Go to Settings > Billing Settings > Tax Rates & Policies and click Add Tax Rate Policy.
Enter a name for your Tax Policy (for example, "US Tax", or "EU VAT").
Define the Tax Rates to be applied to:
Membership fees
One-off fees
Deposits
You can create as many Tax Policies as needed to cover different regions or tax scenarios.
Assign a Tax Policy to a Location
After you create your Tax Policies, assign them to the appropriate locations.
Learn how to add a new Location →
To assign a Tax Policy to a Location:
Go to
Space > Locations and click a Location to edit it. Open the Billing & Revenue tab.
Click Tax Rate Policy and select your Location's appropriate Tax Rate Policy.
Click Update.
FAQ: Tax Rate Policies by location
What is the difference between a Tax Rate and a Tax Policy?
What is the difference between a Tax Rate and a Tax Policy?
A Tax Rate is an individual percentage (for example, 20% VAT).
A Tax Policy is a group of one or more Tax Rates that can be applied to a specific location.
Can I apply different tax rates to different fees?
Can I apply different tax rates to different fees?
Yes. When creating a Tax Policy, you can apply specific tax rates to memberships, one-off fees, and deposits separately.
Can a location have more than one Tax Policy?
Can a location have more than one Tax Policy?
No. Each location can only have one active Tax Policy assigned at a time.
Can I change a Tax Policy later?
Can I change a Tax Policy later?
Yes. You can update or reassign a Tax Policy for any location at any time.
Will changing a Tax Policy affect past invoices?
Will changing a Tax Policy affect past invoices?
No. Changes to Tax Policies apply only to new invoices generated after the policy update.
Do I need to assign a Tax Policy to every location?
Do I need to assign a Tax Policy to every location?
Yes. If no Tax Policy is assigned, tax may not be calculated or applied correctly for that location.