Sales Tax

Setting Your Sales Tax Rate

Before you start adding Sales Tax to items, make sure that your account is set up for the correct Sales Tax Rate!

• Go to Store & Forms > Configuration > Sales.
  
• Enter the Sales Tax Rate for your area, expressed as a decimal.
  

How Sales Tax is Calculated

Sales tax is calculated per taxable item.  The sum of the sales tax is added together for the total sales tax for a transaction.

Changing the Tax Status for an Item

When an item is taxable, it is best practice to set it up as taxable in the Catalog.

• Go to Store & Forms > Catalog.
  
• Select the SKU, then go to the Sales Information tab.
  

Items Currently Included in a Form

• To change the tax status for individual SKUs that are currently on a form, you will either need to Override the Catalog (on the Form > Products & Data Fields tab > edit the SKU > Product Description tab) or make the change in the Catalog. 
  
• To temporarily change the tax status for all of the SKUs on a form and make them all non-taxable, go to the form and select the Advanced tab > Payments section.

For temporary "Tax Free" events, you can turn off sales tax for all of the items on a form. From your Form, go to the Advanced tab.  Don't forget to reset it to "no" once your event is over. Remember, permanent changes should always be made in the Catalog.

Shopping Carts
Any items in the shopping cart will be updated to reflect the new tax status.

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