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How do I create a Tax Rate?
How do I create a Tax Rate?

Explains how to create/edit a Tax Rate.

Stephen O'Hara avatar
Written by Stephen O'Hara
Updated over 2 years ago

Please go use the following: Customize > Pro Settings/Location Builder > Tax Rates

If you are new to BPro and have to add in your first Tax Rates or are adding new ones to your existing store, you will have to make sure a Tax Group is created first. This is because Tax Rates are assigned to Tax Groups. You are able to choose what Tax Group is your default.

***What if I charge multiple Taxes?*** No problem, you can assign multiple Tax Rates to your Tax Group so they will all be applied as needed!
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The Tax Group name will not appear on the invoice for your customer to see, only the Tax Rate name. You can set Groups as inactive if it is expired or not needed so they go not clog up your Checkout Tab options in an order.
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Once you have your Group created, we will add in a Tax Rate! It is important to remember that Taxes are assigned to Product Categories. If you create any new Categories it is import to go back to the Tax Rate and assign the category to that Tax, otherwise it will b exempted.

If you need your Tax Number to be displayed on your invoice for your customers to see, you can add it onto the Tax Name.ย 

After you save this Tax Rate, and have your Tax Group set as Active you will be able to choose them on the Checkout Tab in an order.

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