Tax settings in Zoho Commerce

Tax settings in Zoho Commerce

You can set up your tax settings and tax rules in advance so they automatically get added during checkout.

 

In this article we'll cover:

  • The different tax rules and settings in Zoho Commerce

  • How to add and edit taxes

  • Tax exemptions

  • Tax authorities

  1. To go to the taxes module, go to Settings > General > Taxes

 

  1. To start with, you need to add tax authorities. To set up tax authorities, click Tax Authorities > Add Tax Authority.

 

 

  1. Enter the Tax Authority, State, and Description, then click Save.

 

All the Tax Authorities you have saved will appear In the Tax Authorities section. You can edit or delete these anytime as needed.

 

  1. To add new tax rules and rates, click Tax Rates > Add Tax Rate.

 

  1. Provide a name for your tax rate, enter the rate, and choose the tax authority from the list created earlier, then click Save.

 

Once you have more than one tax rule added, you can create a tax group. For example, if the total tax of a product you sell has city tax as well as the state tax, you can create a tax group that combines both these taxes into one single tax group.

  1. To create a tax group, click Add Tax Group, enter the name for your tax group, and check the taxes you want to group together, then click Save.

 

A new tax group will be created, which combines the tax rates of all the associate taxes

 

  1. Next, to set up tax exemptions in case of certain special cases, you can do so by going to Tax Exemptions > Add Tax Exemption.

 

  1. Enter the exemption reason and description, and choose whether the exemption is applied at a customer level or a product level

 

  1. To set up tax rules go to Tax Settings > Add Tax Rule.

 

  1. Select the country, add a title, and enter the tax rate. The rate you set here will be applied across your products and across the country.

Note: You can create one tax rule per country. Any exemptions or deviations within the country have to be handled with the help of tax overrides, which are explained in the coming sections.

 

  1. If you want to apply a different tax rate to specific product categories or in specific states, you can do so by using the Category Tax Override or the State Tax Override options respectively.

Note: To use overrides, you need to have created one or more tax rates.

 

  1. To add a state specific tax, enable State Tax Override, choose the state, and choose the tax from the list of taxes which were created earlier

  1. To add a category-specific tax, enable Category Tax Override, select the category, select the location,  and choose the tax from the list of tax rates created earlier. Click Save once you're finished setting up your taxes.

Note: To add Category Tax Override, you need to have created one or more categories earlier.

 

  1. Finally, you can set tax-inclusive prices and tax your shipping rates by enabling them under tax settings and clicking Save.

 

 

To edit and delete existing tax rules, click the icons as shown below


    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Get started with Zoho Sign

            in a few quick steps!

            Download Help Guide





                      Still can't find what you're looking for?

                      Write to us:  support@zohoforms.com


                            




                          

                        Zoho Marketing Automation

                          Zoho Sheet Resources

                           




                              Zoho Forms Resources


                                Secure your business
                                communication with Zoho Mail


                                Mail on the move with
                                Zoho Mail mobile application

                                  Stay on top of your schedule
                                  at all times


                                  Carry your calendar with you
                                  Anytime, anywhere




                                        Zoho Sign Resources

                                          Sign, Paperless!

                                          Sign and send business documents on the go!

                                          Get Started Now


                                              Zoho SalesIQ Resources



                                                  Zoho TeamInbox Resources



                                                          Zoho DataPrep Resources



                                                            Zoho DataPrep Demo

                                                            Get a personalized demo or POC

                                                            REGISTER NOW


                                                              Design. Discuss. Deliver.

                                                              Create visually engaging stories with Zoho Show.

                                                              Get Started Now











                                                                                    • Related Articles

                                                                                    • Navigating Zoho Commerce

                                                                                      Zoho Commerce is an easy-to-use, ecommerce store builder application designed for businesses to manage and sell their products. This user guide is designed to help you understand how to use Zoho Commerce.   If you haven’t signed up for Zoho Commerce ...
                                                                                    • Getting Started with Zoho Commerce

                                                                                      Zoho Commerce is a cloud-based platform that helps entrepreneurs design and set up online stores in under an hour. It's based on drag and drop features which help you choose and place your requirements just where you want them to be. Access to Zoho ...
                                                                                    • What automated tax calculator does Zoho Commerce provide?

                                                                                      Taxes are automatically calculated by default. Avalara is an external automated tax calculator that can be integrated with your store. 
                                                                                    • Settings Overview

                                                                                      All major settings of Zoho Commerce store will be available under this section. This is available on the left side panel of the dashboard. These settings are majorly classified into sub-sections and grouped together to make search simpler.   The ...
                                                                                    • Taxes in Zoho Commerce

                                                                                      Set up your taxes in advance so that they get automatically added during checkout. You can add taxes specific to the country, state, and even product category.  In this section: Add Taxes Edit Taxes Delete Taxes Tax-inclusive Prices Tax Shipping ...
                                                                                    Wherever you are is as good as
                                                                                    your workplace

                                                                                      Resources

                                                                                      Videos

                                                                                      Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                      eBooks

                                                                                      Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                      Webinars

                                                                                      Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                      CRM Tips

                                                                                      Make the most of Zoho CRM with these useful tips.



                                                                                        Zoho Show Resources