If you are located outside the United States, then you may have noticed that the 'Automatic Tax Lookup' option is not available to you.  In this instance, you will need to use the 'Custom Tax Rate' option. The Custom Tax Rate will allow you to set up multiple tax rates for your Provinces/Regions.  Take a look below to see how to set up custom tax rates!

Setting up custom tax rates

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 Province Tax'

    Step 4: Enter in the Tax Province

    Step 5: Choose 'Custom Tax Rate' Tax Mode

    Step 6: Click 'Add New'

    Step 7: Enter tax name in Tax District

    Step 8: Enter Sales Tax Rate

    Step 9: Click 'Add New' for additional rates

    Step 10: Edit Products, if needed

    Step 11: Place a test order


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 Province Tax' button to create a sales tax rate.

Step 4: In the Tax Province box, enter in the Province/Region that you would like to create this new Sales Tax rate for.  Note: there is a 4 character limit for the Tax Province box.

Step 5: In the Tax Mode drop-down, choose the Custom Tax Rate option.  This will allow you to change the verbiage of the tax name or charge multiple tax rates for a given Province/Region.

Step 6: In the Rate column, click the 'Add New' button.

Step 7: In the Tax District box, enter in how you would like the tax name to appear to your clients.

Step 8: In the Sales Tax Rate box, enter in the rate percentage that you would like to charge to your clients.

Step 9: If you need to create additional rates for this Province/Region, click the 'Add New' button again.  Repeat steps 6-8 for the additional tax rate.

Step 10: In the Taxable Overrides column, click 'Edit Products'.  When creating/editing products, you can choose whether the product is taxable or not.  When creating a Province 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 areas but you only need to charge tax in specific Provinces.

Step 11: You can now place a test order to see what your client will see in regards to your Custom Tax Rate. Your client will see any tax rates in the Payment Information section when placing their order. Note: if your client does not already have a billing address on their account, they will be prompted to enter this to proceed with the order.  If you would rather use the property address in this case and not ask for the client billing address, click here for steps to enable that.

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 Rate

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]