Overview
This article will show you how to automatically collect taxes on orders, including state, county, and custom tax rates. This is perfect for businesses that operate across multiple counties and/or states to collect the proper taxes in each area.
Create a New Tax Rate
Collecting taxes automatically is turned off by default. To begin collecting taxes automatically on orders:
Navigate to Taxes, under Products.
Click the New Tax Rate or Create Tax Rate button.
Select a Tax Rate Option
Universal Tax Rate - Applies to all orders, regardless of location.
Tax Rate Based on a State or Province - Applies only to orders within the selected state or province.
Tax Rate Based on a County - Applies only to orders within the selected county.
Complete the following fields:
Name - This will be visible on your invoice details
Description - Only visible internally
Address to use for tax calculation - Select between service address or billing address of the order to calculate the applied taxes
Rate - The percent of the order that will be charged as tax
Click Create Tax Rate to save your details.
If selecting a tax rate based on State, Province, or County, additional fields for Country, State, and County will need to be completed.
Limit Tax on Products and Fees
These additional settings will allow you to further customize how your taxes are applied or restricted on your products and fees.
Apply taxes to any custom order items - When enabled the tax rate will apply to any custom order items that you add as one-off items to individual orders.
Restrict tax rate application to specific product(s) or fee(s) - When enabled, you can select which main products, add-ons, and fees the tax rate should be applied to. Enabling this feature means that any new products added will be subject to having the tax applied.
Apply taxes to cancellation fee - When enabled, the tax rate will be applied to any cancellation fee that is included on an order.
If you have any additional questions, please reach out to the Aryeo Support Team at [email protected] and we'll assist you!