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Managing Tax Types

How to manage Tax Types in Re-Leased — set up and edit tax rates for financial transactions in Client/Trust Accounting or standalone mode. For connected accounting customers, Tax Types are managed there.

Updated over a week ago

Tax Types define the tax rates applied to financial transactions in Re-Leased. All Chart of Account codes require an assigned Tax Type. For Connected Accounting customers, Tax Types are managed in your accounting platform — fewer options will be available directly in Re-Leased's Accounting Settings.


How to Access and Manage Tax Types

  1. Navigate to Settings > Accounting > Tax Types.

From here you can view, add, or edit the Tax Types applicable to your transactions.

Animated demonstration of accessing and managing Tax Types in Re-Leased Settings under Accounting



In Asia-Pacific, "Trust Account" is standard; European customers use "Client Account". Client/Trust Accounting does not apply to North American customers. For more information, see our Glossary of Regional Terminology.

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