On PayWhirl you can charge taxes based on your customers location. For example, in the United States you are required to charge sales tax on all purchases made from the same state in which your business has physical locations. However, other countries work differently. For example, in Australia you are just required to inform customers that the GST taxes are included in the price of the plans. https://www.ato.gov.au/Business/GST/Issuing-tax-invoices/

If you need, you can customize your email receipts and/or invoice template in the system to add additional information about taxes, etc.

Disclaimer: Tax rules can be extremely complicated and we are not tax experts. If you are unsure about how the tax rules apply to your business, you should consult a tax expert.

In this tutorial we will cover adding a 7.5% sales tax to all purchases within California. Start by selecting the "Account Settings" and then click on Tax Rules:


If you don't have any tax rules setup yet you will see a button that says "Create a Tax Rule" and you can click it to begin. If you already have tax rules setup you will need to click the "New Rule" button in the top right corner of the system.


In this example, we're going to add a rule that applies to ALL of California but you can do more specific rules by Zip Code if you need as well. To begin, give your tax rule and name and a percentage. Then select the Country and State / Region you want the tax rule to apply to:


In this rule we are NOT setting a Zip Code because we want it to apply to the entire state of California. However, if you needed to charge a different tax percentage for a specific zip code you could create a more specific rule in addition to the rule for the entire state and if a customer from that zip code checked out, the zip code rule would override the state rule because it's more specific.

If you are not collecting an address on signup but still need to charge taxes, you can leave the country field blank. That will cause it to apply to all customers regardless of location.

Note: Not all invoice line items are charged taxes. For example a setup fee on a plan is not charged taxes. A few other line items are also not charged taxes.

Related Articles:

How to create payment plans

How to add shipping charges based on location

What's the difference between products, services & fees on invoices?


If you have any questions about adding taxes please let us know!

Team PayWhirl

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