Rates

Rates may be used to do any number of calculations for a taxpayer, such as assessments for filing based tax types, real property taxes, complicated penalty and interest rules or interest calculations for overpayments.

The rate controls:

In this section, we explain how to set up your organization's rates.

Fastpath:

Refer to How Rates Affect The Information On A Bill for how billing uses the information in a rate to calculate a bill segment.

Note:

Not all obligations reference a rate. It's important to understand that the system may not determine the applicable rate for a calculation solely from the obligation. For example, the rate used to calculate an assessment may be referenced on the tax form type. Whether or not an obligation uses a rate and the list of rates that can be specified on an obligation are controlled by the obligation's obligation type.

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