A tax regime is one tax your facilities charge: for example, a 6% state sales tax on merchandise, or a 2.5% local tax on rent. Tax regimes are set up once for your whole company and then assigned to the facilities they apply to, so a rate change is made in one place instead of facility by facility.

This article is for company administrators. Site staff can see which taxes apply to their facility, but only users who can edit organization settings can create or change tax regimes.

Where to find tax regimes

Go to Settings and, under Accounting, click Tax regimes. The page lists every tax regime in your company with its Name, Category, Type, Authority, Rate %, Exemption rate and the number of Facilities it applies to. Click the facility count to see which facilities they are.

Use the filters to narrow the list to one Facility or one State/province.

💡 Taxes your facilities already had were moved onto this page automatically, so nothing needs re-entering. Each one was given a default name; rename them to something your team will recognize, such as "Texas state sales tax".

Create a tax regime

On Settings > Tax regimes, click Create tax regime.
Fill in the Details:
- Name: how the tax appears to your team.
- Category: what the tax applies to. The options are Rent enclosed storage, Rent parking space, Rent mobile storage, Coverage, Fee taxable, Fee non-taxable, Retail general, Retail food, Retail non-taxable, Damage, Deposit and Auction proceeds.
- Type: Local tax or State/province tax.
- Authority: the government body that collects it.
- Rate: the percentage charged.
- Tax exemption: tick this if some tenants can be exempt, then enter the Exemption rate.
Click Next.
On Assign facilities, pick the facilities that charge this tax. You can skip this step and assign facilities later.
Click Create tax regime. You'll see Tax regime saved.

Change a tax regime

Click a tax regime in the list to open it, or use the ⋯ menu on its row and choose Edit. The Configuration tab holds the same fields as when you created it.

⚠️ A change applies to every facility the tax regime is assigned to, from now on. Charges and invoices already issued don't change. If only some facilities are changing rate, create a separate tax regime for them instead.

Assign or remove facilities

Open the tax regime and go to the Assigned facilities tab.
Click Manage facilities.
Tick the facilities that should charge this tax and untick the ones that shouldn't, then save. You'll see Facilities assigned.

Cubby won't let you remove a facility if this is the facility's only tax regime in that category and the facility still sells something taxed in that category. Assign another regime in the same category to that facility first, then remove this one.

Duplicate or delete a tax regime

From the ⋯ menu on a tax regime's row:

Duplicate opens Create tax regime with the same details and the original name followed by "COPY". It's the quickest way to set up a similar tax with a different rate.
Delete removes the tax regime. If it's assigned to facilities, Cubby warns you that the tax stops at those facilities from now on. Charges and invoices already issued don't change. Deleting can't be undone.

See the taxes on one facility

To check what a single facility charges, open the facility's Facility details page in Settings. The Taxes card lists each tax regime applied to it as category, type and rate, plus the exemption rate where there is one. The card is read-only; changes are made on Settings > Tax regimes. See Configuring facility details.

Who can manage tax regimes

Can edit facility/org settings at the organization level: view, create, edit, duplicate, delete and assign tax regimes.
Can read facility/organisation settings at the organization level: view the Tax regimes page only.

See Permissions reference for the full list.

FAQ

I changed a rate. Why do older invoices still show the old tax?
Tax regime changes only apply from the moment you save them. Charges and invoices already issued keep the tax they were created with.

Can one facility have more than one tax in the same category?
Yes. For example, a facility can have both a state and a local tax on rent. Each is a separate tax regime assigned to that facility.

I can see the Taxes card but not the Tax regimes page.
Tax regimes are managed at the company level. Ask an administrator with organization-level settings access to make the change.

How do I report on the tax I've collected?
Use the Receipts by tax category report. See How to identify your tax liability using the Receipts by Tax Category report.

Set up and manage tax regimes

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