Sales Tax
Follow these steps to manage sales tax rates and customer Tax IDs effectively in CleanCloud.
Navigate to Settings > Admin > Store Settings > Tax.
Edit your Sales Tax % and choose if it's included or added to the product price.
Add secondary taxes like 'Environmental Tax' if needed.
Set 'Tax / VAT ID Number' and 'Custom ID for Reports'.
Click 'Submit' to save changes.
Pro tip: After setting the tax rate, specify if certain products are tax-exempt on the Settings > Products page.
Tax ID for Customers and Business Accounts
You have the option to enable a field to display the associated tax ID on customer accounts. To do this, go to Settings > Admin > Workflow > New Order page > Optional Customer Fields and toggle on the 'Tax ID' option. After activation, update the Tax ID on the customer CRM page.
Business accounts will automatically display the Tax ID.
Note: The Tax ID will be visible on invoices for both customer and business accounts.
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