Enabling Role Based Tax on Your Store
Creating Unlimited Custom Tax Rules
Create and set unlimited custom tax rules for different user roles. Click on “Add Rule Settings” to continue.
Add Rule Settings:
Add Title: Enter a custom title for future reference
User Roles:
Select User Roles: Select and add user roles to whom you want to enable Role Based Tax
Tax Display:
Display Prices in the Shop: Select from the options below to display prices in the shop:
- Default
- Including Tax
- Excluding Tax
Display Prices During Cart & Checkout: Select from the options below to display prices during Cart & Checkout:
- Default
- Excluding Tax
- Including Tax
Price Display Suffix: Add a suffix to the displayed prices (you can also use the available shortcodes: {price_including_tax}, {price_excluding_tax})
Display Total Tax: Specify how the total tax will be displayed:
- Default
- As a Single Total
- Itemized
Viewing Role-Based Tax Rules in a Log
Get access to all created rules for role-based tax in a log. You can choose to:
- Click on “Add Rule Settings” to create a new role-based tax rule
- Search for the desired rule in the search bar
- Perform bulk actions to edit or delete rules
- Filter the rules based on dates
Managing the Tax Rates
Choose to manage tax rates for the following:
- Standard rates
- Reduced rates
- Zero rates
You can enter the details of each tax rate in a table. Insert rows to add multiple tax rates for each category. The details of each tax rate include the following:
- Country Code
- State Code
- Postcode/ZIP
- City
- Rate %
- Tax Name
- Priority
- Compound
- Shipping
Take action to edit each role-based tax rate individually.
Editing Tax Price for the User Roles
While editing the tax price, you can enable it for specific user roles:
Enabled User Role: Select a user role to apply the role-based tax
For each user role, fill in the details:
Tax Name: Enter a custom name for this tax rate
Tax Rate: Enter a tax rate percentage to 4 decimal places
Compound: Determine whether it is a compound rate
- Default
- Yes
- No
Shipping: Determine whether the tax rate should be applied to shipping
- Default
- Yes
- No
Apply Role-Based Tax to Products
Add a new product or edit an existing one to apply the role-based tax. You can select user roles and configure the settings for individual user roles at the product level.
Select User Roles: Specify the user role to limit the role-based tax to that specific user role
Select Tax Status and Tax Class for individual user role:
Tax Status: Specify tax status:
- Taxable
- Shipping Only
- None
Tax Class: Specify tax class as:
- Reduced Rate
- Zero Rate
