Managing tax sets

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

Prerequisites

Before you can create tax sets, make sure you have tax rates.

To start working with tax sets, go to Administration > Tax Sets.

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 set

To be able to use this taxes for products, threshold, or shipment methods, you need to create a tax set and assign the tax rate to it.

To create a tax set:

  1. On the Overview of Tax Sets page, click Create Tax Set in the top right corner of the page.
  2. On the Create Tax Set page, enter the tax set name and select one or several tax rates to assign. See Reference information: Creating and editing tax sets.
  3. Click Save.

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Editing a tax set

In case you need to change the tax set:

  1. In the List of tax sets > Actions column, click Edit for a specific tax set.
  2. On the Edit Tax Set page, change the attributes.
  3. Click Save.

Tips and tricks

You can start editing a tax set while viewing it:

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

Reference information: Creating and editing tax sets

The following table describes the attributes that are used when creating or updating a tax set.

ATTRIBUTE DESCRIPTION
Name The name of your tax set, e.g. Shipment Taxes.
Tax rates A list of tax rates available in the Taxes > Tax Rates section. You can assign from one to many values by selecting the checkboxes next.

Viewing a tax set

You can review a specific Tax Set details by clicking View in the List of tax sets > Actions column. The Tax set details page includes the following information:

  • Name
  • Tax set ID
  • Tax rates
  • Created at
  • Updated at

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

Deleting a tax set

To delete a tax set:

  1. In the List of tax sets > Actions column, click Delete for a specific tax set.
  2. On the Delete Tax Set* page, click Delete Tax Set to confirm the action. The tax set is deleted.
Note
Remember that the tax rates assigned to the deleted tax set will become unassigned, but not deleted.

Tips and tricks

You can delete a tax set while viewing it:

  1. On the View Tax Set page, click Delete in the top right corner.
  2. On the Delete Tax Set page, confirm your action.