If you are located outside the United States, you may notice that the "Automatic Tax Lookup" option is not available. In this case, you will need to use the "Custom Tax Rate" option. The Custom Tax Rate allows you to set up multiple tax rates for your provinces or regions. Take a look below to see how to set up custom tax rates!
How to
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 Province Tax"
Step 4: Enter the Tax Province
Step 5: Choose the "Custom Tax Rate" Tax Mode
Step 6: Click "Add New"
Step 7: Enter the tax name in the Tax District
Step 8: Enter the Sales Tax Rate
Step 9: Click "Add New" for additional rates
Step 10: Edit Products, if needed
Step 11: 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 Province Tax" button to create a sales tax rate.
Step 4: In the Tax Province box, enter the Province/Region that you would like to create this new Sales Tax rate for. Note: there is a 4-character limit for the Tax Province box.
Step 5: In the Tax Mode drop-down, choose the Custom Tax Rate option. This allows you to change the verbiage of the tax name or charge multiple tax rates for a given Province/Region.
Step 6: In the Rate column, click the "Add New" button.
Step 7: In the Tax District box, enter how you would like the tax name to appear to your clients.
Step 8: In the Sales Tax Rate box, enter the rate percentage that you would like to charge to your clients.
Step 9: If you need to create additional rates for this Province/Region, click the "Add New" button again. Repeat Steps 6–8 for each additional tax rate.
Step 10: In the Taxable Overrides column, click "Edit Products." When creating or editing products, you can choose whether the 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 areas but only need to charge tax in specific Provinces.
Step 11: You can now place a test order to see what your client will see regarding your Custom Tax Rate. Your client will see any applicable tax rates in the Payment Information section when placing their order. Note: if your client does not already have a billing address on their account, they will be prompted to enter this to proceed with the order. If you would rather use the property address in this case and not ask for the client 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 a Flat Sales Tax Rate
Setting up an Automatic Tax Lookup Rate
Do Not Ask For Client Billing Address - Sales Tax Lookup
For any additional questions, our Support Team is ready to help you!
Phone/Text: 509-515-3338
Email: Support@HDPhotoHub.com