This is the section where you can review, add, and edit your tax rules and rates. Click on 'edit' to modify an existing rule or 'add' to create a new one. You will see a pop-up menu with all the configurable options for a Tax Rate. Note that if a field is left blank, then that field will have no effect during tax calculations.
Setting | Description |
Tax Code |
Identification tax code for this tax. |
Tax Name |
Name for this tax (displayed to the user). Please note that if two taxes share a name, they will be aggregated together in the order lines. |
Tax Rate (%) |
Tax rate to charge customers, calculated as a percentage of the order total cost. It can be set to zero in order to serve as a tax exemption. |
Flat Tax Rate |
A flat tax value, which will be multiplied by the number of eligible products and added to the customer's tax total.
Eligible products are the ones that trigger the tax rule, i.e. a product SKU held in the below field. Only product quantities will be used to determine flat taxes, not shipping or handling. |
Enabled |
Toggle this switch on or off to enable or disable the tax rate. |
Product SKU |
A comma-separated list of product SKUs that will receive this rate. Only orders containing these products will have the tax rate apply to them. |
Categories |
Select the set of product categories that will receive this rate. Only orders containing products in these categories will have the tax rate apply to them. |
Customer Groups |
Select the set of customer groups that will receive this rate. Only orders belonging to customers in these groups will have the tax rate apply to them. |
Tax Class |
Select the set of tax classes that will receive this rate. Only orders containing products belonging to these tax classes will have the tax rate apply to them. |
Zones |
Select the set of shipping zones that will receive this rate. Only orders within one of these shipping zones will have the tax rate apply to them. |
ZIP/Postal Code |
Enter a comma-separated list of ZIP(Postal) codes that can receive this tax rate. |
Minimum Cart Value |
Set the minimum value of a cart for it to be eligible for this tax rate. This will default to zero (i.e. the rate will apply to orders of any value), and it cannot be negative. |