Tax Settings

Taxes can be added to your payment plans. Taxes can be location-based and controlled by country, state, or region. You can also add taxes to all payment plans, regardless of the customer's location.

Setting up your taxes

Go to Settings > Taxes and complete the following steps:

1. Select the Charge taxes on payment plans option.

2. Select the Add Tax Rule button.

3. Create a new tax rule by entering:

   A. Tax name (customers will see this in the payment plan summary)

   B. Tax rate

   C. For location-based taxes, select the Location based tax rule checkbox and select your country, region, or state from the drop-down menus.

   D. To set up a tax rule that applies to all customers regardless of location, leave the Location based tax rule checkbox unselected.

   E. Optionally, include any shipping rate you charge in the tax calculation by checking the Tax shipping rates checkbox.

You can add as many tax rules as needed by repeating the steps above.

Complex tax rules

If you require more complex tax rules such as city, local, or municipal tax, we highly recommend using our integration with Avalara.