When setting up Bold Cashier, you will have the option to setup your own tax rates, use Cashier's calculated rates, or integrate a third party tax service like TaxJar in order to process taxes for your customers.
This article is relevant to Bold Cashier on Shopify. If your store is using Bold Checkout, please visit the articles relevant for BigCommerce, or commercetools.
When setting up your tax settings, there are two options can choose from that significantly change how these charges appear on your store:
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Tax is included
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With this setting enabled, taxes will be included in your product prices. This means that tax will be calculated within the checkout, but will not be added to the product price.
If this setting is turned off, then taxes will be added to the total order cost within the checkout. This is the default.
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Tax on shipping
- This setting changes whether or not you charge extra taxes on shipping. These will be broken down underneath the Shipping in the order confirmation sent to your customers.
When creating a custom tax zone, the percentage you place in this section will be used to calculate shipping. Each country you want to charge taxes for will need to be specified in a tax zone or have its own tax zone.
Using Bold Cashier as a Tax Provider means that our app will find the correct tax rates depending on the warehouse that's currently set up on your store. Cashier can only automatically calculate taxes in the United States and Canada.
It's important to note that taxes will only need to be charged in areas that your store has a presence (usually a nexus or a warehouse). However, there may be laws specific to the zone that require you to charge taxes in additional areas.
For Cashier to automatically calculate the taxes, there needs to be a warehouse. The warehouse address must be a real address, but it doesn't need to be your store's actual street address.
Example
If your store has a warehouse in New York, USA and a customer from New York makes a purchase, they will be charged both state and county tax. (if applicable)
When customers from Seattle or Canada make a purchase, they will not get charged any tax.
Integrations
Bold Cashier has an integration with TaxJar. You are able to use your TaxJar settings to determine the tax that gets charged to your customers.
Please note that TaxJar is unable to charge product specific tax rates.
Please visit TaxJar & Cashier integration for more information.
VAT
The tax in Europe is called VAT (Value Added Tax). There are quite a few regulations with VAT, but we have some answers to frequently asked questions regarding this tax, below.
Exclusions
At this time, the taxes that are charged within your store's checkout are unable to be removed depending on the customer's country. This means that if VAT taxes are currently set up on your store, it will have to be a default charge on all orders.
One way to resolve this is to change the tax settings for your store so that the tax is added to the price of the item so your customers will get charged their taxes within your store's checkout. You can otherwise install and use other apps that display the included tax prices on the product page (but testing is required if you also use Bold Multi-Currency).
Bold Cashier is unable to exempt specific customers on your store from being charged taxes. You will need to use our Bold Custom Pricing app to exempt tagged customers from being charged taxes.
Setup
When using the Bold Tax Service with Cashier, taxes are calculated based on your store's warehouse location. This is specifically for stores based out of Canada or the United States.
- From the Shopify admin, select Apps.
- Select Bold Cashier.
- Select Payment Options, then Tax Settings.
- Under Charge Settings, select:
- Include taxes in the price of my products; and/or
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Add taxes to shipping cost.
Note: Enabling Include taxes in the price of my products means that your products are already inclusive of tax. Your customers will not be charged tax on top of the cost of your items.
- Select Create With Presets or Create Custom Zone.
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Create With Presets - Allows you to select predetermined tax rates on a per country basis, then save the group as a whole.
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Create Custom Zone - Allows you to set custom tax rates for a single or group of countries.
Note: Selecting Cashier on the Choose your tax provider option will automatically pull the most up to date tax rates we have for the selected countries.
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Create With Presets - Allows you to select predetermined tax rates on a per country basis, then save the group as a whole.
- Beside the TaxJar option, select Connect. (optional)
Note: Visit our TaxJar & Cashier Integration for more information.
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Custom Pricing: Custom Pricing can exempt customers from taxes by changing the Tax setting for a tag created within the app to No.
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All other Bold apps/integrations work with Cashier’s taxes.