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Set up tax rates in the Tax Wizard

Learn how to set up tax rates before opening your store.

Article ID: SLN19834

Merchants who are not yet open for business will need to complete the Tax Setup task in order to open for business

First choose whether or not you are required to collect tax and then, if required, you can set up tax rates in the wizard.

Set up tax rates in the Tax Wizard

  1. Sign into your My Services page.
  2. Click the Store link. This will take you to the Open for Business Control Panel.

  3. Click the Set up Tax Rates link.
    The Set up Tax Rates link
  4. Click the Start Tax Wizard button.
    The Start Tax Wizard button
  5. Select the radio button next to I am required to collect tax on taxable goods purchased from my online store option then click the Next button.
    The Tax Setting page
  6. Select the state(s) where you are required to collect tax and click the Next button. The Tax Wizard will create base state tax rates for the selected state(s).
    The Select the State(s) page
  7. Review and edit the rule for the base state rate if you need to add any additional county, city, or special district tax then click the Finish button.
    The Manage Taxes page
  8. You will be taken back to the Open for Business Control Panel and will see the confirmation of your new tax rule.
    Your tax rule has been added.

If you need to set up additional tax rates, you can either return to the State selection page to create a base state tax rate, or click Add New Rule to create a tax rate based on a location (state, province or region, or ZIP or postal code) and rate (flat or percentage).

Note: When adding a rule from the Review page of the Tax Wizard, a default tax rate is not specified. Rates are only pre-filled when you select a state on the previous page of the wizard.

When you open for business, your tax rates will be published. You can use the Shipping and Tax Test, available after you open and linked from the Store Manager in the Order Settings column, to test the tax rates you have set up. After opening, you will then manage your tax rates by clicking the Tax Rates link in the Order Settings column of the Store Manager.

Note: Turbify is unable to provide tax advice to merchants for determining your tax requirements based on your location(s) and products. Due to the financial and legal implications surrounding tax requirements, Turbify strongly recommends merchants consult a small business tax advisor for determining the exact tax rates applicable to your store.

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