📝 Note: This setting overrides the general Sales tax/VAT configuration set under Admin → Financial → Taxes.
For cases where tax should differ by product type (e.g., products are taxable but services are not which is common in the US), Salesbuildr allows you to configure VAT/Sales Tax at the product root category level.
🔧 How to Set It Up
Navigate to Products > Categories
Select a Root Category you want to change the Sales tax/VAT settings and click the ✏️ pencil icon to edit.
In the Settings tab, scroll down to the “Is taxable?” field. You’ll see three options:
Use customer default VAT/Sales Tax rate
Applies the tax rate configured on the customer record. If none is set, it will fall back to the global Sales tax/VAT setting.Taxable
Marks all products in this category as taxable. When selected, you’ll be prompted to choose a VAT rate.Non-taxable
No VAT/Sales Tax will be applied to products in this category.
If you selected Taxable, choose the appropriate VAT/Sales Tax rate.
Click Save to apply your changes.
💡 Example Use Case
You sell laptops (taxable) and consulting services (non-taxable). By configuring separate root categories and applying tax settings at that level, you streamline VAT handling without needing to set it per product.