Taxes in Bold Subscriptions

 Alert

Please note that this article only relates to Version 1 of Bold Subscriptions. If you have Version 2 of Bold Subscriptions installed on your store, please visit Subscriptions V2 Overview.

If you are unsure of which version of Bold Subscriptions that you have currently installed, please visit Bold Subscriptions V1 & V2 Comparison.

Overview

Bold Subscriptions V1 gives you the option to use the Shopify tax rates for your subscription purchases. This allows you to set customer-specific and product specific taxes on your store, and is the recommended method by Bold.

Using the Shopify Taxes method will ensure that there is consistency throughout your orders, and that the rates being applied to your products is pulled from your settings already created on your store.

 Alert

Making changes or updates to your tax settings requires an adjustment to be made by our Merchant Success Team. Please contact us for more details.

Enabling the Shopify tax setting can be done within the Subscriptions app under Settings > Taxes > Select Use Shopify tax rates.

 Walkthrough

 

Global Tax Rate

Creating a Global tax rate will override all your current Tax Settings for your Subscriptions. This will allow you to create a set percentage that apply to all orders made on your store. For example, if you wanted to set all taxes to a default 8% on all orders, this is possible through this setting.

 


 

Enabling the US Tax System

Our recurring checkout has its own US tax system as well, which could be enabled on your store if you ship products within the United States. This setting allows you to select the rates from our app for locations that your business has a physical presence in. For example, if you have an office in California and a warehouse in New York - you would add both California and New York to this area.

To enable the US specific tax system if your store ships within the United States, please follow these steps:

  1. From the Shopify admin, Select Apps.
  2. Select Bold Subscriptions V1.
  3. Select Settings, then Taxes.
  4. Select I want to specify taxes automatically for United States.
  5. Adjust the County, Municipal and State Taxes and Tax Overrides if needed.
  6. Select Don't set a global tax rat.

    Note: If you would like to Set global tax rate to a specific amount, select that radio button instead and add a global rate percentage.

  7. Select Save.
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