Taxes, much like payment policies, need to be created first in settings before they can be added to customer profiles. Unlike payment policies, however, customers can have multiple tax policies on their profiles.
To create a tax policy, navigate to Settings and find the Taxes subsection.
Tax Authorities
In order to create a tax rate, you will first need to create a tax authority.
To set up a new Tax Authority, click on the +New Tax Authority button at the top right of the screen and enter the
- Tax Authority
- State
- Description
and click +Add. These fields are free-form data fields and have no validation built in.
To update an existing Tax Authority, click on the 3 dots next to the Tax Authority and select Edit. Update any of the required fields and click Update.
Tax Rates
To set up a new Tax Rate, click on the +New Tax Rate button at the top right of the screen and enter the
- Tax Name
- Tax Rate
- Tax Authority
and click +Add. If there is not a Tax Authority setup already, please review the Tax Authorities section above.
To update an existing Tax Rate, click on the 3 dots next to the Tax Rate and select “Edit”. Update any of the required fields and click “Update”.
Updated 2/4/25