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Locate: Inventory > Products > Products
Prerequisites:
- Admin permissions to configure taxes and inventory. Restricted permission to Manage Products and Assets can be assigned independently.
- The create taxes feature within the product builder is applicable to those accounts using products (Inventory > Products), a key feature of our newest version of Checkfront.
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New to Checkfront - Products ✨ Products (Inventory > Products) is the successor feature to (Inventory > Items) and is available in our newest version of Checkfront. Not yet on our newest version and interested in upgrading? Please contact our Technical Support team for more information. Discover more product-related help articles here: Products (New). |
In this article, we look at how to create taxes for products from the product builder.
Creating taxes for products
Back to topDo you need to create a new tax to add to a new or existing product? If so, then this is easy to do!
- Creating a tax from within a product
Back to topTaxes are applied from the product's Taxes section located under the Pricing tab. To set up a new tax in this area, select + Create New.
From the Create Tax modal...
- Enter the Tax name. This is displayed on invoices and receipts.
- Specify the tax Amount. This can be a flat amount ($) or a percent (%).
- Provide the Account Number. This optional number is displayed on invoices.
- Apply taxes to All customers (default), Only customers with {your county}, Only customers within {your country}, or only international customers.
- Choose the calculation method, Compound and/or Inclusive. Compound taxes are applied on top of earlier taxes that have a lower display order. Inclusive taxes are already included in the product's asking price.
- Determine the Display Order of the tax, when more than one tax is configured. This is also important for calculating compound taxes.
- Apply To one or more Products. By default, the tax is applied to the product in focus. You can choose to Select All products, or manually choose additional products. Select None clears your selections.
Select Save when done to apply the new tax.
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How do I edit a tax? Once you have created and applied a tax, you can edit the tax from the Taxes tab of the Ecommerce Setup page (Manage > Ecommerce Setup). |
- Creating a tax outside of a product
Back to topYou may also create taxes from the main Taxes area (Manage > Ecommerce Setup > Taxes).
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Learn more about creating taxes here: |