You can apply sales tax to storage invoices in Chariot. There are two controls: one sets your company's tax rate for Storage, and one on each individual storage job decides whether that rate actually applies.
Setting your sales tax rate
Go to Settings → Storage. You'll see a Sales Tax card with a Sales Tax Rate dropdown listing the rates configured for your company. Pick the one that applies to you.
Don't see a Sales Tax card?
This means that Sales tax isn't turned on for your account yet. Reach out to Chariot Support and we'll help get it set up.
Once you've picked a rate, a checkbox appears underneath: Apply sales tax to new storage jobs by default.
Important
That checkbox says new storage jobs, and it means it literally. Turning it on doesn't touch any storage job or recurring invoice schedule you already have set up.
This is on purpose. A lot of companies already fold sales tax into the monthly price they quote — a customer paying $108 might really be paying $100 of storage plus $8 of tax, just bundled into one price. If flipping this checkbox retroactively taxed every existing job, those customers would suddenly be paying tax on top of tax.
So the checkbox is a starting point for storage jobs you create going forward. To add tax to a job you already have, you must enable the sales tax on a per-job basis (this must be done individually, rather than in bulk).
Turning tax on for an existing job
Open the storage job and find the Payments panel on the right side. Under the card-fees control, there's an Apply sales tax switch. Flip it on and save.
That switch is the only thing that decides whether a given storage job is taxed, regardless of your company default. A storage job with the switch off is never taxed. That also makes it the right place to record a genuinely tax-exempt customer: just leave their switch off and it stays off.
How pricing works
Monthly Price is always what the customer owes before tax — tax gets added on top when the invoice is created. Once tax is turned on for a job, you'll see a small +xx% tax chip next to the Monthly Price, and underneath it the real number the customer will be charged: Invoiced monthly: $xxx.xx.
The Recurring Invoices table shows the tax-inclusive amount as well, with a small icon next to it — hover over it for the full tax breakdown.
What your customer sees
Emailed invoices, the invoice PDF, and the online payment page all break the charge into Subtotal, Sales Tax (with the rate shown), and Total. If a customer is on autopay, they're charged the tax-inclusive total.
Sending the invoice:
The customer's invoice:
Changes don't apply retroactively
The tax rate and amount are locked in at the moment an invoice is created. If you change your company's tax rate later, or turn tax off for a job, that only affects future invoices — anything already sent or paid keeps its original numbers, so your records and accounting stay consistent.
If you void a taxed invoice, its tax clears along with the rest of the amount — it will read as $0.00 rather than showing a stray tax line.