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Tax settings

Manage tax rates that apply to items sold at checkout.

Kristen Cramer avatar
Written by Kristen Cramer
Updated this week

Set up your tax rates to automatically calculate, apply, and collect the correct taxes during checkout. Tax rates can be set as an account-wide default or applied only to specific products and services.

Before you edit your tax rates, be sure you understand the tax recording and reporting requirements for your city, county, and state.

How to add tax rates

Follow these steps to add a new tax rate to your account:

  1. Log in to your account.

  2. Click Settings in the navigation menu.

  3. Click Taxes.

  4. Click Add new and select New tax.

  5. Enter the Tax name and Tax rate.

  6. Click Save.

How to set the default tax rate

Choose a default tax rate that will be applied to all products and services. You can override this default rate in the settings of individual products and services.

  1. Log in to your account.

  2. Click Settings in the navigation menu.

  3. Click Taxes.

  4. Select a tax rate from the Default tax rate menu.

How to create a tax group

After adding more than one tax rate, you can combine multiple tax rates into a group—for example, combining city and state taxes.

  1. Log in to your account.

  2. Click Settings in the navigation menu.

  3. Click Taxes.

  4. Click Add new and select New tax group.

  5. Select the tax rates you want to include in the group.

  6. Click Save.

How to edit a tax rate or group

You can edit your tax rates or tax groups at any time.

  1. Log in to your account.

  2. Click Settings in the navigation menu.

  3. Click Taxes.

  4. Click the tax rate or group you would like to edit and select Edit.

  5. Make the changes to the tax rate or group.

  6. Click Save.

How to delete a tax rate or group

You can delete a tax rate or tax group at any time.

  1. Log in to your account.

  2. Click Settings in the navigation menu.

  3. Click Taxes.

  4. Click the tax rate or group you would like to delete and select Delete.

  5. Click Delete to confirm.

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