How to create/edit/delete/assign a tax rule
About tax rules
As an online merchant, it is important for you to collect taxes from your customers. The specific type of tax (such as sales tax in US, VAT in EU, or GST in Australia) will depend on the customer's location. You must periodically send the collected tax amounts to the relevant tax authorities.
You can assign an existing tax rule to each product you sell to ensure accurate tax calculations. These tax rules help determine the correct tax amount based on the customer's region. You have the option to manually set up your online store's configuration so that it can calculate tax rates for different regions, zones, and countries.
How to create a tax rule
Navigate to Products -> Tax Rules
Select New tax rule
To create a new tax rule, you must type in the following information for the tax rule:
Tax rule display name: this is the name of the tax that is visible in the checkout
Tax rule (internal) name: this is the internal name for the tax rule
Rate: tax rate
Country: the country where this tax rule should be applied.
State/Region: If this rule is applied only within a specific state, please select it here
Postal code, from & to: If this tax rule applies to specific postal code zones, please specify the zone using the code range. If your tax rule only applies to one specific postal code, e.g 90210, then put 9021 to both from and to fields.
Once you're done, click Create.
Assign tax rule to a product
In order to sell the product to the desired countries / regions, you need to assign correspondent tax rules to each product.
To assign a tax rule to a product, navigate to a product you want to assign a tax rule to, and select Add rule from the Tax Rules section
From the list, select the tax rule(s) you want to assign to this product.
Once you have selected the rules, the assigned rules will appear in the tax rules list.
To Remove a tax rule from a product, click the three dots and "Remove".
Please note: This doesn't delete the tax rule but removes it from the specific product it was assigned to.
Automated Tax Calculation with Stripe
If you sell to multiple geographic regions, it may be easier to use automated tax calculation. HeadQ supports automatic tax calculation through Stripe. You can learn more about it [here].