Managing Sales Taxes

Overview

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

Video

Coming soon

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

2. Click (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)