Please note that this article only relates to Version 1 of Bold Subscriptions. Please visit Bold Subscriptions V1 & V2 Comparison for more information on determining which version of Bold Subscriptions you are currently on.
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.
Making changes or updates to your tax settings requires a batch process to run on Bold Subscriptions V1. It can take between 1 and 60 minutes to complete on your store. If you are noticing that it is taking longer than this estimated time frame, please contact our Merchant Success team.
Enabling the Shopify tax setting can be done within the Subscriptions app > Settings > Taxes > Select "Use Shopify tax rates".
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:
- From Shopify's admin, Select Apps.
- Select Bold Subscriptions V1.
- Select Settings, then Taxes.
- Select the "I want to specify taxes automatically for United States" check box.
- Adjust the County, Municipal and State Taxes and Tax Overrides if needed.
- Select the Don't set a global tax rate radio button.
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.
- Select Save.