Adding Sales Tax

If you are required to charge sales tax to your renters, Rentec Direct provides an easy way to post a single charge, a separate recurring transaction, or consolidate charges.

This article explains how to enter a separate one-time or recurring tax charge. To create a single monthly invoice that includes rent, taxes, and other recurring fees when moving a tenant into a property, use the surcharge feature.

Tip: Before posting the charge, create a unique Tax Category to easily identify and track tax charges

Important Note: Effective January 1, 2025, Arizona revised its residential rental guidelines, specifically prohibiting the collection of sales tax. Laws 2023, Chapter 204 and A.R.S. 42-6004 (H)

Charging Sales Tax

Whether a single tax charge or a recurring one, both begin in the same manner.

In your Rentec Direct account:

1. Click Tenants
2. Right-click on the Tenant and choose Post Charge, then use the steps in option A or B below

A. Create a One-Time Tax Charge

From there, to create a one-time tax charge, continue with these instructions to enter the transaction details

In your Rentec Direct account: 

1. Add the tax Amount being charged
2. Select the Tax Category you created
3. Leave the Recurring option unchecked 
4. Click Post Charge 

B. Create a Recurring Tax Charge

In your Rentec Direct account: 

1. Add the tax Amount being charged
2. Select the Tax Category you created
3. Check the Recurring box and enter the Frequency the charge should occur and the Date Begin / End
4. Click Post Charge