Automatic Tax Lookup Rate allows you to charge your client the current tax rate in their area. Using this Tax Mode prevents you from having to monitor tax rates and update them manually. It also allows the tax amount to vary based on the billing location. The system will automatically check the tax rate for the selected state and charge the client the correct amount.
Please note: this option is only available for customers located in the United States. International customers can learn more about our Custom Tax Rate option here.
How to set up an automatic tax lookup rate
For step-by-step instructions with screenshots, see the Step-by-Step section at the bottom of this article.
Step 1: Click the Business tab
Step 2: Click the Sales Tax tab
Step 3: Click "Add a State Tax"
Step 4: Choose the Tax State
Step 5: Choose the "Automatic Tax Lookup" Tax Mode
Step 6: Edit Products, if needed
Step 7: Place a test order
Step-by-step
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 Automatic Tax Lookup option. This allows you to charge the client the most current tax rate for the state without having to manually track and update the amount.
Step 6: In the Taxable Overrides column, click "Edit Products." When creating or editing products, you can choose whether a product is taxable. By default, the system uses the product setting, but you can override this on a per-product basis within this window. This is helpful if you have products available in multiple states but 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.
- If neither is selected, the product’s default taxable status will be used.
Step 7: You can now place a test order to see what your client will see regarding Sales Tax. Your client will see the Sales Tax rate in the Payment Information section when placing their order. Note: if the client changes their billing address during the order, the tax rate will automatically update if needed.
If you would rather not ask for the client billing address during an order and use the property address instead, 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 a Flat Sales Tax Rate
Do Not Ask For Client Billing Address - Sales Tax Lookup
For any additional questions, our Support team is ready to help you!
Call: (509) 515-3338
Email: Support@HDPhotoHub.com
Or use the chat button in your account for live assistance.