Creating and modifying tax classes

Creating and modifying tax classes

A tax class is a collection of tax rates. For example, a tax class called Standard Rates may comprise all the regular GST, PST, and HST sales tax rates per Canadian province/territory. 

Whenever you add a new product to your store, you'll assign it to one of your tax classes.

In this article, you'll learn how to:

Important note on managing tax classes

If your store is on Cova, you cannot use Breadstack to add or edit tax classes.

If your store is on WooCommerce, you can sync tax classes automatically by going to Settings > Retail > Tax Class and selecting Sync with WooCommerce.

Adding a new tax class

If you start selling a type of product that doesn't fit any of your existing tax classes, you can create a new class.

  1. Go to Settings > Retail > Woo Settings.
  2. At the top of the screen, navigate to Tax Class.
  3. Click +Add Class.
  4. Give your new tax class a recognizable name and click Save. 

The class will appear in the top ribbon. You can now start adding rates to your tax class.


Adding a new rate to a tax class

  1. Go to Settings > Retail > Woo Settings.
  2. At the top of the screen, navigate to Tax Class. In the top ribbon, find the tax class you want to modify.
  3. Click Add New Rate at the lower right corner of the tax rates list.
  4. Input the following information about your new rate:
    • Country Code
    • State (or province)
    • Post Code and City - Fill in these fields only if the rate pertains to a single post code or city in the state/province. Leave blank to apply the rate to all post codes and cities.
    • Rate % - Enter this as a percentage
    • Tax Name - e.g. GST or HST
    • Priority - Note that when multiple rates apply to a single geographic area, each one must have a unique priority level. 1 is the highest.
    • Compound - If this rate applies on top of prior taxes, check this box.
    • Shipping - If this rate also applies to shipping, check this box.
  5. When you're finished, click Save (located under the Country Code field).

Modifying an existing rate

To change any attributes of an existing rate:

  1. Go to Settings > Retail > Woo Settings.
  2. At the top of the screen, navigate to Tax Class. In the top ribbon, find the tax class you want to modify.
  3. Click Edit underneath the rate in the list. This will allow you to edit any fields related to this rate.
  4. When you're finished, click Save.

Removing a tax class or rate

You can delete tax classes and rates in Settings > Retail > Woo Settings and select Tax Class.

To remove a class, select the class using the top ribbon and click Remove Class (located to the right of the screen).

Screenshot Breadstack remove tax class

To remove a rate, select the class it belongs to, then click Delete under the rate in the list.

Screenshot Breadstack remove tax rate

 

 

 


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