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How to add tax calculation

Topic Labels: Base design
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I think I should be able to do this but I’m not sure how. (I’m definitely an AT beginner!) I have a base for managing summer rentals. I’m pretty much treating it as a spreadsheet with each record a tenant name and then a bunch of info in fields… Lease, total rent, deposit, deposit received, etc. I’ve used this base for two years. I have a formula for figuring the lodging tax BUT it has changed this year. 1) I don’t want to change the formula since that will impact my records for the last two years 2) how do I set up AT so that I can reflect changing tax rates over the years? I think I should have a another sheet that calculates the tax and then pulls it into my main sheet based on the year I’m working in. create a table for the taxes and then a lookup formula? I’m not clear on how to do that. On the main sheet is a column that is empty which is where I think I should be pulling in the tax info…?
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Accepted Solutions

What you’ve created with the Short-term Lodging Tax table looks good to me

I think if I were you I’d create a link between that table and the Lease/Deposit Status table and link the right year’s tax to each Lease/Deposit Status record, and then use a lookup field to pull the percentage over

I would then use said percentage for the calculations in the Lease/Deposit Status table

Creating the links between each record can be automated as well if you’d like

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2 Replies 2

What you’ve created with the Short-term Lodging Tax table looks good to me

I think if I were you I’d create a link between that table and the Lease/Deposit Status table and link the right year’s tax to each Lease/Deposit Status record, and then use a lookup field to pull the percentage over

I would then use said percentage for the calculations in the Lease/Deposit Status table

Creating the links between each record can be automated as well if you’d like

Great… got it figured out with your comment above and one from AT support. I FINALLY am getting the linking between sheets… that’s of course the magic!