Sales Tax + Custom Rate Collection
Learn how to set up sales tax collection on orders. This includes state, county, and universal tax rates.
The Aryeo system can now help your business automatically collect sales tax! This is great for larger teams that operate across multiple states, where it can often be difficult to ensure you're collecting the proper amount in each area.
Enabling Sales Tax Collection
By default, sales tax collection is disabled in the system. To enable this, first go to Products > Tax Rates > New Tax Rate.
The options (as shown) are:
Universal Tax Rate - this tax rate will be applied to all orders regardless of location.
Tax Rate Based On A State or Province - this tax rate will only be applied to orders that are within this state or province.
Tax Rate Based On A County - this tax rate will only be applied to orders that are within this county.
Once you choose which type of Tax Rate you would like to apply, these are the fields that will show.
Name: this will be displayed to customers on their invoices
Description: this field is not displayed anywhere, and you can optionally add some notes to help track what the rate it
Rate: enter a percentage that you would like applied to the subtotal of the order.
Once enabled, all orders going forward will automatically collect taxes on them!