Click Here to view our Training Video covering the Shipping and Tax sections

Tax Collection

Navigate to Settings > Tax

Generally, in the United States, you only charge tax on an order if your warehouse is in the same state as the customer's ShipTo address. The default setting assumes you wish to collect tax for California residents only, at 8.3%. You may modify/add states accordingly -- in fact, we suggest that when setting up your system that you review each state's tax rates so that they reflect your company's tax collection obligations.


You may allow certain customers to be tax exempt by editing the PaysStateTax field in the Customer record. For example, a customer who is buying for a non-profit organization / educational organization / government group / reseller

By default all products are taxable. However, You may also set a product(s) as tax exempt by setting the Taxable Productfield of the product to N.

For example, a product such as the Standard American Flag, is not allowed to charge tax on it.