Managing Tax Rates

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This topic describes the procedures that you need to perform to create, edit, and delete tax rates


Managing Tax Rates

To start working with tax rates, navigate to the Administration > Tax Rates section.


Creating a Tax Rate

To define a rate under which the product, shipment, or a threshold are going to be taxed, you need to create a tax rate.

To create a tax rate:

  1. On the Overview of Tax Rates page, click Create Tax Rate in the top right corner.
  2. On the Create Tax Rate page, enter and select the attributes. See Taxes: Reference information for more details.
  3. Click Save.

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Editing a Tax Rate

In the ever-changing business world, there is a chance that the taxation policies can change too.

To update the tax rate:

  1. In the List of tax rates > Actions column, click Edit for a specific tax rate.
  2. On the Edit Tax Rate page, change the attributes. See Taxes: Reference information for more details.
  3. Click Save.

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Tips and tricks You can start editing a tax rate while viewing it:

  1. On the View Tax Rate page, click Edit in the top right corner.
  2. Go over the Editing a Tax Rate procedure.

Viewing a Tax Rate

You can review a specific Tax Rate details by clicking View in the List of tax rates > Actions column.

The Tax Rate details page includes the following information:

  • Name
  • Tax rate ID
  • Country
  • Percentage
  • Created at
  • Updated at

To return back to the list, click Back to Tax Rates.

Deleting Tax Rates

It may happen that the tax rate that has been created some time ago is no longer valid. You can permanently delete it from the system.

To delete a tax rate:

  1. In the List of tax rates > Actions column, click Delete for a specific tax rate.
  2. On the Delete Tax Rate page, click Delete Tax Rate to confirm the action. The tax rate is deleted. Remember that it will also be deleted from the Tax Set to which it has been assigned.
Note
Even if this was the only tax rate assigned to a tax set, the tax set itself will remain.
*** **Tips and tricks** You can delete a tax rate while viewing it: 1. On the **View Tax Rate** page, click **Delete** in the top-right corner. 2. On the **Delete Tax Rate** page, confirm your action. *** **What's next?** You cannot use the tax rate itself for Products, Shipment, and Threshold taxation. You use tax sets instead. So you can proceed to the procedure of creating a tax set and assigning it to the tax rate. ***