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Setting Up your Tax rates
Setting Up your Tax rates

Learn How to Set up Tax rates on your account

Sydney R avatar
Written by Sydney R
Updated over 7 months ago

Aryeo has implemented Custom Tax Rates - you will now have considerably more control over the taxes that are added to incoming orders. This will also guarantee that you are aware of the taxes being applied and why, as they were decided upon by you.

Previously taxes needed to be enabled first, in the recent update made, taxes are now automatically enabled in our system. All you have to do is to create the tax rates within your account.

We have simplified taxes into three categories as shown below:

  1. Universal Tax Rates - the tax rate will be applied to all orders regardless of location.

  2. Tax Rates based on State or Province - the tax rate will only be applied to orders that are within this state or province.

  3. Tax Rates based on County - the tax rate will only be applied to orders that are within this county.

With the improved tax rate settings, you will be able to easily choose which tax rate you would like applied, and name it so that you know what it’s connected to! You can add a description (if you would like) and then add in the rate you want to be applied when that option is added to an order.

To get started, simply go to Products > Taxes

By clicking Taxes, it would direct you to this page:

There are a few additional options to fill out if you want to create a tax rate for a state or county, such as the Tax rate for country and state, and then you could add the rate you wanted to be applied for that tax option.

Tax rates can be turned on and off when needed.

Once you receive an order your custom taxes will be automatically attached to the order as shown below:

A few reminders to note when utilizing the tax settings:

**Custom tax rates need to be active before creating an order or before an order is placed for this to take effect. If not tax rates would not be automatically applied to the order

**When placing an order manually using tax rates based on state or province & tax rates based on county, kindly ensure that the address is added first before collecting payment as the tax will not reflect until the address is present. Failure to do so would result in an outstanding balance in the customer’s order.

Furthermore, Aryeo now lists out each of the tax rates to make it super clear for you to see how the taxes were applied!

You can manually adjust each tax rate within the order as needed or remove them completely. This gives you more control over these taxes per order.

To show you how here is a sample below:

After clicking the Add Tax button, this would appear on the right-hand side of the page

On the bottom of the page, click on Apply Tax Rate

Lastly, here is what you should see:

Products and Fees

Limit the products and fees this tax rate is applied for. If no products or fees are selected, the tax rate will apply to all products and fees of an order.

Enabling Restrict Tax Rate - The customer is provided with the option to choose whether to apply tax to the products or not.

Restrict tax rate application to specific product(s) or fee(s) is enabled. Customers can use this feature to select the products to which the tax should be applied. Enabling this feature means that any NEW products added will be subject to having the tax applied.

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