Sales Tax Setup

Learn to set up and manage tax rates in CleanCloud. Configure taxes, customize rates, and even set exemptions for specific products.

Rafael avatar
Written by Rafael
Updated over a week ago

Sales Tax

Follow these steps to manage sales tax rates and customer Tax IDs effectively in CleanCloud.

  1. Navigate to Settings > Admin > Store Settings > Tax.

  2. Edit your Sales Tax % and choose if it's included or added to the product price.

  3. Add secondary taxes like 'Environmental Tax' if needed.

  4. Set 'Tax / VAT ID Number' and 'Custom ID for Reports'.

  5. 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.

๐Ÿ’ก Tip

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