Taxation in SalesDoc

Learn how to configure and manage taxation globally and at the store level.

InkSoft will not provide tax advice for liability reasons. Please consult a tax professional to be certain you are operating under your jurisdictional tax rules and regulations.

 

In this section, you can determine Global and Store level taxation settings. InkSoft uses a third-party tax service that provides tax percentages for each State, City, and Zip code. 

  • Click Settings within the admin portal
  • Click Shopping Cart Settings
  • Click Taxation
  • Federal Tax ID Number: You can enter the Federal Tax ID number you use for filing with the IRS.  Note: This is optional, not required. 
  • Non-Taxable: Checking this option will not charge ANY tax throughout your entire store. (This is a global setting and will be applied to all stores within your license.)

Note: Check only if you are 100% certain that your organization is not liable for sales tax in any jurisdiction. We advise that you consult a tax professional on all matters regarding taxation. 

  • Click Save

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Taxable Locations and Taxable Stores

  • Taxable Locations - Add in the address information for the states where you collect tax. Taxable locations can be customized at the store level to ensure proper taxation. 
  • Taxable Stores - Assign and edit the taxable locations assigned to stores, or mark a store as tax exempt.

Creating a taxable location

  • Click to Taxable Locations and view the current list of locations, clicking on the name of the location to make edits, or clicking the trash can to remove it. 
  • Click the + sign to add a new location. Location name, city, state and zip are required. 
  • Once a location has been added, it can be applied at the store level, under taxable stores.

Managing Taxable Stores

  • You are able to view all your stores and their current taxable locations or adjust the taxable locations at the store level. 
  • Click to your store selection and apply your locations via the dropdown, saving your changes. 
  • Tax Exempt - Click this checkbox if no tax should be applied to any product or customer in that store. No tax will be charged if this box is checked.

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Looking for information on product specific tax rate settings? Please see our guide here, reviewing the product class feature.