How to Add Taxes Overview

The "Tax Rates" feature enables businesses to quickly set up and configure multiple tax rates, providing flexibility in applying taxes for various products or services. This streamlines invoicing, ensuring clients are billed accurately while adhering to regional tax regulations.

This feature will enable you to add a fixed tax rate to your products. The tax rate can be automatically applied to all products at checkout. The tax rate is not applied based on your customer's geographic location.

This feature is best for business owners charging taxes to customers outside of the US.

How to Use the "Tax Rates" Feature

Step 1: Creating and Adding Taxes

1) Go to Payments on the left side menu.

2) Click on Settings in the top menu.

3) Click on "Taxes" on the left side.

4) Click on "+ Add Tax" on the right.

• You will see a pop up window similar to the one below.

5) Fill out the fields in the popup, then click "Add."

• Name - Enter a Name for the Tax ( this name will show at checkout ).
• Rate - Enter the percentage rate for the tax.
• Description - [ Optional ] enter a description for the tax.
• Tax ID Number - Enter the ID Number for the Tax.
• Tax Agency - Enter the tax agency name.

6) The new tax rate will now appear in the list of taxes rates.

7) Decide if you want your product prices to be inclusive or exclusive of taxes by default. Clicking the radio button automatically saves your selection. This setting will be used for all of your products, unless you select "Yes" or " No" directly in an individual product's "Include tax in prices" field.

Step 2: Decide If You Want to Apply a Tax to Each of You Individual Products.

1) Go to Payments on the left side.

2) Click on Products at the top.

3) Select the product you want to update the tax settings for.

4) Scroll down to the product's tax settings.

5) Decide if you want this particular product prices to be inclusive or exclusive of taxes.

• As per Global Settings - If you select this option taxes will be exclusive or inclusive based on the global settings you set in step one above, in the Payments > Settings > Taxes section. So, every time you change the global settings, the tax behavior for this product will change. To keep this product's tax settings unlinked to the global settings, select 'Yes' or 'No' instead.

  
  

• Yes - If you select this option taxes will be included in the purchase price. The price shown to the customer will include the tax amount.

  
  
• No - If you select this option taxes will not be included in the purchase price. The price shown to the customer will not include the tax amount.

6) Check the box next to "Attach Tax Rates" to attach a fixed tax rate to your product.

7) Select a tax rate that you want to apply to your product. [ Note: You can select multiple tax rates if you want to. ]

This is what the field will look like after you select the tax rate:

8) Click "Save" in the upper right hand corner to save your product settings.

Steps 3: Use Your Tax Rate On an Invoice, Your Funnel's Checkout Page, and Your Online Store.

Taxes on Invoices

The tax rate you created in the steps above can be applied on your invoices. Invoices can be sent to your customer manually, or you can automatically send a one-time payment invoice through a workflow.

You can choose to apply one tax rate or multiple tax rates:

Taxes On Funnel Checkout Pages

If you selected a tax rate in your product's settings, then that tax rate will automatically be applied on your funnel's checkout page.

• Here is an example of a one-step order form:

• Here is an example of the 2nd step of a two-step order form:

Taxes on Online Store Checkout Pages

If you selected a tax rate in your product's settings, then that tax rate will automatically be applied on your online store's checkout page.

Here is what the full checkout page would look like:

Taxes On Payment Link Checkout Pages

If you selected a tax rate in your product's settings, then that tax rate will automatically be applied on your payment link's checkout page.