Managing tax rates

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This document describes how to create, edit, and delete tax rates.

Prerequisites

To start working with tax rates, go to Administration > Tax Rates.

Some sections contain reference information. Make sure to review it before you start, or look up the necessary information as you go through the process.

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 Reference information: Creating and editing tax rates for details on the attributes.
  3. Click Save.

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Editing a tax rate

To update a 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.
  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.

Reference information: Creating and editing tax rates

ATTRIBUTE DESCRIPTION
Name The name of your tax rate, e.g. Germany Standard.
Country A drop-down list with the countries. You can select only one country for which this tax rate is valid.
Percentage The tax rate percentage.

Viewing a tax rate

To view details on a specific tax rate, click 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

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.

Next steps

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.