When charging sales tax to your clients, you can set up a Flat Sales Tax Rate. This will allow you to charge a flat rate for an entire state. When your client's billing address is within that state, they will be charged the Flat Sales Tax Rate that you have selected.
Setting up a flat sales tax rate
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 'Flat Sales Tax Rate' Tax Mode
Step 6: Enter Tax Rate
Step 7: Edit Products, if needed
Step 8: 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 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 Flat Sales Tax Rate option. This will allow you to charge a flat sales tax rate for the entire state that you have selected.
Step 6: In the Sales Tax Rate box, enter in the sales tax percentage that you would like to charge.
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: if your client doesn't already have their billing address on their account, they will be prompted to enter this information to proceed with the order. If you would rather use the property address in this case and not ask for the client's 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 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!