Sales Tax Configuration
Set up sales tax for your jurisdiction.
Tax Basics
Sales Tax: Applied to subscription charges
Tax Rate: Varies by state/city
Tax ID: Your business tax identification number
Setting Your Tax Rate
Go to Settings → Tax
Enter your tax rate (e.g., 8.5%)
Enter your tax ID
Select tax-exempt categories (if any)
Save changes
Multi-Jurisdiction (Future)
Coming soon:
Automatic tax rate by customer address
Nexus tracking
Tax report generation
Tax-Exempt Customers
Some customers may be tax-exempt:
Resellers
Non-profits
Government entities
To mark customer tax-exempt:
Go to Customers
Find customer
Click Edit
Toggle Tax Exempt
Upload exemption certificate
Tax Reporting
Generate reports:
Monthly: Total tax collected
By Jurisdiction: If multiple locations
Export: CSV for accountant
Go to Reports → Tax for detailed reports.
Common Questions
Q: Do I charge tax on tips? A: No, tips are not taxable.
Q: What about delivery fees? A: Varies by state. Consult local tax authority.
Q: How often should I remit tax? A: Depends on your state (monthly, quarterly, or annually).