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Logo1.png Managing Sales Taxes

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Overview

In this guide, we will explain how to add, edit, view and delete sales taxes in Expandly

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How sales tax is applied in Expandly

Orders that come into Expandly are treated as gross - i.e. the order total is inclusive of any sales tax. 

There are three different ways to add taxes onto orders in Expandly:

1. Country settings - apply a tax to all orders from a certain country

2. Product settings - apply a tax to certain products or variations. If you sell products at different tax rates, you, you can apply the Tax Rate information to the product(s)/Variation(s) in Expandly

3. Tax from your sales channel - apply the tax that imports alongside the order, from your sales channel

Please Note: Setting up Country or Product Tax rules will automatically over-ride any tax information provided alongside orders from the sales channel.

For example, if a country tax is activated, this will over-ride the sales channel tax information and will become the tax applied to the order.

However, if you have allowed Product Tax, and have added a different tax value in Expandly, to one or more products on the order, this Product Tax will then supersede both the Sales Channel, or Country Tax. E.g. you could enable Expandly to overlook the 20% UK order tax and instead apply 5% tax on children’s clothing.

Adding new Sales Taxes 

1. Click Settings (left menu) and then click Taxes

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2. Click mceclip8.png (top right)

3. On the Tax Detail popup complete the following information:

  • The name of the tax (to be used in Expandly)
  • The rate (in %)
  • The countries the tax should be applied to
  • Whether the tax is to be active or not (the toggle will enable/disable this)
  • Whether you will be allowing Product Tax (if you want Expandly to override the country tax setting when a product tax is in place, enable this)

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4. Click mceclip10.png to save.

Viewing, editing and deleting Sales Taxes

1. Click Settings (left menu) and then click Taxes

2. Here, you can view any sales taxes you have added to Expandly

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3. Click the edit mceclip2.png icon (in the Action column) to make changes to the Name, Rate, Country or to Allow Product Tax. Click mceclip4.png to save changes

4. Click the delete mceclip5.png icon (in the Action column) to remove a sales tax from Expandly. 

Next Steps

Now that you have set up Sales Taxes in Expandly, you might want to:

Send orders to Xero

Manage orders in Expandly 

Add products to Expandly

Add product tax to products in Expandly

Manage listings in Expandly 

Need more help? 

If you need a little extra help, no problem. Contact us an we'll be happy to help.

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