Invoice: Tax Rate

Invoice: Tax Rate

Note: Requires admin privileges to implement.  Please contact your Landport Administrator.  If you ARE your organization's Landport administrator and want to request Company Profile privileges for yourself or a co-worker, please submit a Support ticket, noting for which Servicer group/company you need to access the Company Profile.

To adjust the invoice tax rate:
  1. Log in to the administrative account for the Servicer group/company (see Tip 1).  Please note that if you have Managers that act as Servicers (tap here for article), there is also tax rate for the Manager group.  This procedure would still be followed, but you would start by logging in to a Manager account that has Company Profile admin privileges.
  2. From the Dashboard, tap Company Profile.  (If you do not see the link, please submit a Support ticket to have it activated.)
  3. Tap Edit Tax Rate.
  4. Enter the tax rate (e.g., 7.25% should be typed in as 7.25).
  5. Tap "Change" button.
Tip 1:  Tap here for instructions on how to look up a Servicer account.  Depending on the type of setup, the admin account could:  1) be labeled admin (e.g., "zz - admin account"), 2) be the first account set up within a group/company (e.g., user name of "Tech1"), or 3) be the only account for that Servicer.  If you have trouble determining the account, please submit a Support ticket, and we'll be glad to help!  If you also let Support know that you'll need access to Company Profile, that will help with step 2, above.

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