How do I create taxes for products?

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Learn how to create product taxes from the Product Builder and Ecommerce Setup.

 

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Which plans include this feature?

Legacy:  Soho, Pro, Plus, Enterprise, Flex
New:  Starter, Growth (Subscription), Growth (Per Booking), Managed
→ Learn more about our new plans or how to change your plan.

Where can I find this feature using the top menu?

Inventory > Products > Products 

What more do I need to use this feature?

• Admin permissions to configure taxes and inventory. Restricted permission to Manage Products and Assets can be assigned independently.
  
  

Which Checkfront version supports this feature - classic, new or both?

• Your account must have access to products (Inventory > Products), a key feature of our new version of Checkfront. This feature is not available for use with items (Inventory > Items) in our classic version. → Learn more about products. 
   

 

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Do you need to create a new tax to add to a new or existing product? If so, then this is easy to do! 

 

Taxes are applied from the product's Taxes section under the Pricing tab. To set up a new tax in this area, select + Create New.

 

From the Create Tax modal...

1. Enter the Tax name. This is displayed on invoices and receipts.
2. Specify the tax Amount. This can be a flat amount ($) or a percent (%). 
3. Provide the Account Number. This optional number is displayed on invoices.
4. Apply taxes to All customers (default), Only customers with {your county}, Only customers within {your country}, or only international customers.
5. Choose the calculation method, Compound and/or Inclusive. Compound taxes are applied on top of earlier taxes with a lower display order. Inclusive taxes are already included in the product's asking price.
6. Determine the Display Order of the tax when more than one tax is configured. This is also important for calculating compound taxes.
7. 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.

 

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).

 

You may also create taxes from the main Taxes area (Manage > Ecommerce Setup > Taxes).

 

Learn more about creating taxes here: Configuring ecommerce settings for taxes