Taxes

As a store owner, you might need to charge taxes on your sales, and then report and remit those taxes to your government.

Create A Shoppe doesn’t file or remit your sales taxes for you. The sales tax reports that Create A Shoppe provides should help make things easier when it’s time to file and pay your taxes.

To manage Taxes click Localization then Taxes in your admin in the right menu. If the right menu is not showing click the gear icon in the far, upper right corner of your screen.

Steps to setup taxes

  1. First make sure that you have setup a Geo Zone for the state (s) you’ll be collecting sales taxes from.
  2. Setup Tax Rates
  3. Setup Tax Classes

Tax Rates

Click Taxes then Tax Rates. Click the green Add button in the right hand corner of your screen .

  1. Enter a Tax Name (typically your state)
  2. Enter your tax rate (if you tax rate is 6% type 6.0)
  3. Choose Type from drop down (typically percentage)
  4. Customer group is already set to Default which means all customers. If you have created other customer groups and have special tax rates for them (example wholesale) you can create special tax rates for them also.
  5. Choose your Geo Zone This will apply this rate to only order with addresses located in the Geo Zone set.

Tax Classes

Click Taxes then Tax Classes. By default you will see two Tax Classes already created for your store.

Taxable Goods

This is the most common tax class. To configure it click the pencil icon.

  1. Click the Yellow button with the plus sign
  2. You should see your already created Geo Zone listed for Tax Rate (assuming your created your rates first.. see Tax Rates above)
  3. Choose Based on if you want it based on your store address or the customers shipping or payment address
  4. Priority can be set to 1 or left blank

Downloadable Products

If you do not sell downloadable products in your store you can skip this section.

To configure it click the pencil icon.

  1. Click the Yellow button with the plus sign
  2. You should see your already created Geo Zone listed for Tax Rate (assuming your created your rates first.. see Tax Rates above)
  3. Choose Based on if you want it based on your store address or the customers shipping or payment address
  4. Priority can be set to 1 or left blank

The tax class must be added to each product individually in order to apply tax rates for a purchase. The tax class field is located under the Data tab in Products. See Products for more information.