Set-up Sales Tax for Products

There are two global settings that must be correct in order to collect sales tax for products. The first is under “Global Settings” ⇾ “Fees & Discounts. At the bottom of the page you’ll find the “Enable Tax for Charges” and you must set this to YES. Then set the Tax Value % to ZERO. Do NOT put your tax rate here or it will charge EVER purchase tax even if it a tax exempt service.

Then go to “Global Settings” ⇾ “Payment Processor” and add your tax rate into this area. This will then only apply when the “taxable box” is checked in sales items.

Video of sales tax set-up.