Set up Tax Settings in Bold Checkout

Overview

Bold Checkout allows you to set your own tax rates, use Checkout's calculated rates, or integrate 3rd party tax services such as TaxJar.

When setting up your tax settings, there are two options you can choose from that significantly change how these charges appear on your store:

  • Tax is Included
  • Tax on Shipping

Please see below for more information.

 


 

Tax is Included

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, taxes will be added to the total order cost within the checkout. This is the default.

 


 

Tax on shipping

This setting changes whether or not you charge extra taxes on shipping. These will display broken down underneath the shipping in the order confirmation email sent to your customers.

 


 

Custom Tax Rates

When creating a custom tax zone, the percentage that you place within this section will be used to calculate shipping. Each country you want to charge taxes in will need to be specified in a tax zone, or have its own tax zone.

 


 

Checkout Tax Settings

Using Bold Checkout 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. Bold Checkout can only automatically calculate taxes in the USA and Canada.

It's important to note that as a general rule of thumb, taxes will only need to be charged in areas that your store has a presence (a nexus or warehouse). There may be laws specific to the zone that require you to charge taxes in additional areas, however.

For Bold Checkout 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 necessarily be your store's 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.

 


 

TaxJar Integration

Bold Checkout integrates with TaxJar so you're able to use their TaxJar settings to determine the tax that gets charged to your customers.

TaxJar is unable to charge product specific tax rates.

 


 

VAT Exclusions

The tax in Europe is called VAT (Value Added Tax).

At this time, 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 of your orders.

One way to resolve this would be to change the Tax Settings for your store so that the tax is added to the price of the item. This way, customers will get charged their taxes within your store's Checkout.

It is also important to note that Bold Checkout is not able to exclude specific customers from being charged taxes.

 


 

Setup

When using the Bold Tax Service with Bold Checkout, taxes will be calculated based on your store's warehouse location. This is specifically for stores based out of Canada and the United States.

To set up your tax settings in Bold Checkout, please follow the steps below.

  1. From within the Bold Checkout admin, select Payment Options, then Tax Settings.
  2. Under Charge Settings, select:
    • Include taxes in the price of my products; and/or
    • 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.

  3. Select Create With Presets or Create Custom Zone.
    • Create With Presets - Allows you to select predetermined tax rates on a per country basis, then save the group as a whole.

      Select Presets

    • Create Custom Zone - Allows you to set custom tax rates for a single or group of countries.

      Note: Selecting Bold Checkout on the Choose your tax provider option will automatically pull the most up to date tax rates we have for the selected countries.

      Create Custom

  4. Beside the TaxJar option, select Connect. (optional)

    Select Connect

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