How to calculate taxes on sales orders

Wholesale sales in the United States are mostly (if not entirely) exempt from sales tax. We offer tax functionality specifically for our international customers, or customers who manage trade accounts alongside their traditional wholesale. Please note this can vary by jurisdiction and we are NOT qualified tax advisors, so you'll want to double check that you're not subject to wholesale sales tax, but generally our US-based customers aren't.

In the settings area of your account, you can create taxes that will be automatically added to all of your customer's orders, or, if you prefer, the taxes can be assigned to individual customers only.

How to set up a default tax for all orders

To set up taxes, head to your settings and then the Taxes & Territories section in your account. Enter the name and percentage rate of tax you would like to create and then click Add Tax:

After you create the tax, you have the option to set it as the default on all orders moving forward. When you make the tax the default it will apply automatically to every customer's order:

How to set up taxes for individual customers

You also have the option to set taxes per individual customer instead of as the default for everyone.

From your Customers Details pages you can assign taxes to individual customers as seen in the image below:

Once you set up the tax the way you want it to work, it will show up on invoices near the item total:

How to set up taxes per region or territory

You can learn more about how to set up taxes for customers living in different regions here: How to set up taxes for different territories