How do I manage tax rates in Monta Hub?

For: Operator users in Monta Hub who configure taxes for charging on their network.

What are tax rates for?

Tax rates are for jurisdictions where VAT does not apply automatically — for example, US states with sales tax, Canadian provinces, and other sales-tax countries. You create the rate yourself, then apply it to the price groups that charge drivers on your network.

For VAT countries (most of the EU and many others), you do not need to create anything: Monta applies the country VAT rate automatically. The VAT sub-tab next to Tax rates shows the resulting VAT rule activity.

Where do I find tax rates?

1. In Monta Hub, open the sidebar and select Finance.
2. Select Tax. The page opens with two sub-tabs:
   • VAT — a read-only panel showing Monta's VAT decisions for charging in VAT countries: the matrix, the recent rule activity, and the resulting rates. You don't configure anything here; it exists so you can see what Monta is applying.
   • Tax rates — where you create and manage rates for non-VAT (sales-tax) countries.
3. Select the Tax rates sub-tab.

In a VAT country, the Tax rates sub-tab shows the message "Tax rates aren't supported in VAT countries" — the country's VAT is applied automatically and there is nothing to configure here.

Operator level or account level?

Tax rates exist at two levels:

• Operator-level tax rates — created once on the operator. Available to every account under the operator. Use when the same rate should be reusable across the whole network.
• Account-level tax rates — created on a single account. Only available to that account's price groups.

Both levels are managed through the same Tax rates sub-tab; the level is set by where you create the rate — Finance → Tax for operator-level rates, or an individual account's Payment → Tax tab for account-level rates (see Permissions below for the account-level path).

How do I create a tax rate?

1. In Monta Hub, open the sidebar and select Finance.
2. Select Tax, then the Tax rates sub-tab.
3. Select Create tax rate.
4. Fill in Name — a short description, for example "Florida sales tax".
5. Choose Tax type — State Sales Tax (Provincial Sales Tax in Canada) or Excise duty.
6. Choose the rate type — percentage (for example, 7.5%) or per-unit (for example, 0.05 per kWh).
7. Enter the Value, then save.

The rate appears in the Tax rates table. Creating the rate does not apply it to any charging — you still need to attach it to a price group (see next section). To create an account-level rate instead of an operator-level one, follow the same steps from the account's Payment → Tax tab (see Permissions below).

How do I apply a tax rate to a price group?

A tax rate only takes effect once it's added to a price group. Each pricing entry inside a price group (kWh, per minute, fees, spot pricing) has its own Sales tax picker.

1. In Monta Hub, open the sidebar and select Price groups, then open the price group you want to tax.
2. Find the pricing entry to tax — for example the Per kWh tab, Per minute tab, or a fee card.
3. In that entry's Sales tax section, toggle on Sales tax if it isn't already on.
4. Select Add tax rate and pick the rate from the combobox. Operator-level rates appear alongside account-level rates in the same list. You can add more than one rate per entry — they stack.
5. Save the price group.

The selected rates appear as chips on the pricing entry. Remove a rate by clicking the × on its chip. To create a new rate without leaving the editor, use Create a new tax rate in the combobox; to jump to the full manager, use Manage all rates.

The Sales tax picker is hidden on price groups for VAT countries — VAT is applied automatically instead.

How do I edit or delete a tax rate?

1. In Monta Hub, open the sidebar and select Finance.
2. Select Tax, then the Tax rates sub-tab.
3. Open the row's actions menu and select Edit or Delete. To remove several rates at once, select multiple rows and use the bulk actions bar.

Deleting a rate that is applied to a price group may affect pricing on future charges — check the Used by column before deleting. To edit or delete an account-level rate instead, use the same row actions from the account's Payment → Tax tab (see Permissions below).

Permissions

• Only operator users with the right to manage operator settings can create, edit, or delete operator-level tax rates.
• Account users with the right to manage the account's payment settings can create, edit, or delete account-level tax rates. Open the sidebar, select Accounts, open the account, then select the Payment tab and its Tax sub-tab. If the account has a parent operator, that tab shows nested Account and Operator tabs — use Account to manage this account's own rates (the Operator tab there is read-only, showing rates inherited from the parent).