In some areas, multiple tax rates are needed to collect and remit the proper tax. Now, you have the ability to let our system automatically look up the tax rate for you! You can also choose to collect tax on a state-by-state basis as well. International areas will also enjoy the ability to set multiple tax rates. These updates will help ensure that you are charging your clients the proper tax rates. Take a look below for a brief walkthrough of the new Sales Tax feature!
Using the Sales Tax feature
Click the steps below for a detailed walk-through:
Step 1: Click the Business tab
Step 2: Click the Sales Tax tab
Step 3: Click 'Add a State Tax'
Step 4: Choose Tax State
Step 5: Choose Tax Mode
Step 6: Enter Tax Rate, if needed
Step 7: Edit Products, if needed
Step 8: Place a test order
Step-by-step:
Step 1: Click the Business tab at the top of the page.
Step 2: Click the Sales Tax tab on the left-hand side of the page.
Step 3: Click the 'Add a State Tax' button to create a sales tax rate.
Step 4: In the Tax State drop-down, choose the state that you would like to create this new Sales Tax rate for.
Step 5: In the Tax Mode drop-down, choose the type of tax rate that you would like to set up.
Flat Sales Tax Rate - You will enter a flat sales tax percentage to be charged for that state.
Automatic Tax Lookup - The sales tax rate will be determined based on the client's billing address.
Custom Tax Rate - This will allow you to set multiple tax rates.
Step 6: In the Sales Tax Rate box, enter in the sales tax percentage that you would like to charge. Note: when choosing Automatic Tax Lookup tax mode, you will not be prompted to enter a tax rate.
Step 7: In the Taxable Overrides column, click "Edit Products". When creating/editing products, you can choose whether it is taxable or not. When creating a State Tax, the system will use the product default on whether to charge tax or not. However, you can also choose whether to charge tax/not charge tax on a per-product basis within this window. This is helpful if you have products that are available in multiple states but you only need to charge tax in specific states.
- The green checkmark will override the product default to charge tax.
- The red X will override the product default to not charge tax.
- Leaving the selector without either chosen, the product's default taxable status will be used.
Step 8: You can now place a test order to see what your client will see in regards to Sales Tax. Your client will see the Sales Tax rate in the Payment Information section when placing their order. Note: the client billing address will be used for sales tax lookup. If you don't want to ask for their address during the order, click here to see how to change your settings.
Click the help articles below for additional help on setting up and using the Sales Tax feature:
Setting up a Flat Sales Tax Rate
Setting up an Automatic Tax Lookup Rate
Setting up Custom Tax Rates
Sales Tax Collection Report
Do Not Ask For Client Billing Address - Sales Tax Lookup
For any additional questions, our Support team is ready to help you!
Phone/Text: 509-515-3338
Email: [email protected]