How to update your Tax settings

Add your main tax rate and set the display format for prices

1. Go to your Profile Icon (bottom left) > Settings

2. Select Tax from the menu.

3. On the Tax Rates tab you can +Add Tax Rate.

4. Enter a Name for the tax eg. Sales Tax and a Rate amount eg. 8

5. Click Save

6. On the Settings tab, you can choose a Default Tax Display from :-

   • Included

   • Excluded Hidden

   • Excluded Monetary (eg. + $100 Tax)

   • Excluded Simple (eg. + Tax)

7. You can also Choose how tax is displayed on prices

   • Enable automatic tax rate calculation (US Only)

   • Enable EIN validation for Tax Exemption (US Only)

8. Click Save.

Please watch the video below for additional reference.