User guide · Chapter 7

Fees and tax

Native Rent User Guide 1.2 (2026-10-23). Supersedes the published guide.

Rental Site and tax setup

Taxes are calculated from the selected Rental Site during the rental process (package 1.86). Each site can have its own Tax Rate, address, and operating hours.

Setup: in Setup → Picklist Value Sets, add Tax to the Charge Type picklist values so Tax-type rates and tax lines work. On each rate, check Is Taxable to include that rate in tax, or leave it off for tax-exempt lines. See chapter 4.

Fees at booking

• Required fees are added automatically and listed on the Fees screen.
• Elective fees are optional. Picks reset for each Rentable.
• A percent fee (Rate blank, Charge Rate % set) is that percent of the rental Total.

Fees at check-in

Post-rental charges: active rates on the returned Rentable whose Charge Due contains Post. Quantity 1. See chapter 10.

Tax at check-in

• New taxable lines from one check-in (extra time and post-rental charges) are grouped by site Tax Rate (from the Rental Site).
• One Tax line per tax rate. Tax = group subtotal x rate, rounded once.
• The Tax line belongs to the rental, not a Rentable.
• The note lists the taxed lines and names the Tax rate.
• No site tax rate: no Tax line, and a note says so.

Tax on edit

Editing dates replaces the Tax line with one new Tax line.

Fee name on rental lines

Live since 2026-10-23 (mrG, deploy 0Afa500002TKYlNCAX). The line field Charge Name (Rental_Transaction_Detail__c.Charge_Name__c) is a formula:

• If the line's rate has a Charge Name, the line shows it unchanged.
• If the rate's Charge Type is Admin Charge, Service or Tax and its Charge Name is blank, the line shows the charge type plus the rate number, for example "Service R-0000001620".
• Time-unit rates (such as Weekly) with a blank Charge Name, and lines with no rate, stay blank. Calculated tax lines have no rate, so their Charge Name stays blank.
• Because it is a formula, existing lines show the new name too. No data update is needed.

Rental Total

Total excludes Cancelled lines.

Source: decision-log.md; process-map.md; packaging commit 169b41f (Charge_Name__c.field-meta.xml); customer release email 2026-08-06 (1.86 Rental Site tax).