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.
Self-guided demos:
Settings for Trust Accounts (Section 3)
Settings for Client Accounts (EMEA)
How to Access and Manage Tax Types
Navigate to Settings > Accounting > Tax Types.
From here you can view, add, or edit the Tax Types applicable to your transactions.
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.
