As an admin, CleanCloud allows you to configure up to three types of taxes. For US-based customers, this can include Sales Tax, State Tax, and Environmental Tax, though these categories are fully customizable to fit your needs.
⚠️ Note: Only store admins have the authority to set up taxes in CleanCloud.
How to Set Up Tax
Follow these steps to manage tax rates and customer Tax IDs:
Navigate to Settings → Admin → Store Settings → Tax.
Add your tax percentage and its name, and choose whether it’s included in or added to the product price.
Optionally, add secondary taxes like Environmental Tax.
Set your Tax / VAT ID Number and Custom ID for reports.
Click Submit to save changes.
🪄 Tip: After setting the tax rate, you can specify tax-exempt products by going to Settings → Products and editing the individual products to mark them as tax-exempt.
Tax ID for Customers and Business Accounts
You can enable a field to display the associated Tax ID on customer accounts by following these steps:
Go to Settings → Admin → Workflow → New Order Page.
Toggle on the Tax ID option under Optional Customer Fields.
Update the Tax ID in the customer’s CRM page.
📌 Note: The Tax ID will appear on invoices for both individual and business accounts.
🛟 Need more help?
Explore our Help Center articles for answers. Contact us for further assistance.