Setting VAT and Sales Tax Levels

Overview

Proper tax configuration is crucial for ensuring:

• Legal compliance with tax regulations
• Accurate pricing display to customers
• Correct tax collection during transactions
• Streamlined accounting and reporting

Setting Up Tax Rates

Access the Tax settings by navigating to Settings > Taxes

Adding VAT/Tax Levels

1. In the Tax Settings page, click "Add Tax Level"
2. Enter the following details:
   • Tax rate (percentage)
   • Tax label (e.g., "Standard VAT 20%")
   • Select if this is your default tax rate for new products
3. Click "Save"

Configuring Tax Display

Choose how taxes appear to your customers:

• Include tax in prices: Prices shown include tax
• Show tax separately: Tax is added at checkout

To change this setting, select your preferred option under "Tax Display Options".

Assigning Tax Rates to Products

You can set tax rates for individual products or use the bulk edit features to apply tax rates, e.g., to all products within a specific category at once.

Individual Products

1. Go to Catalog > Products
2. Select the product you want to modify
3. Under the 'Tax percentage' dropdown, choose the appropriate tax rate or click 'Add tax rate'.
4. Save your changes

Bulk Tax Assignment

To update multiple products at once:

1. Go to Catalog > Products
2. Select multiple products using checkboxes. You can also utilize the column filters, e.g. when setting tax rates for a product category.
3. Click "Actions" > "Set tax percentage"
4. Choose the tax rate
5. Save your changes

Important Notes

• Changes to tax rates don't automatically update existing products, meaning you must manually apply new rates to products in your catalog
• Tax rates must be manually updated when regulations change
• Currently, Twice Commerce doesn't support different tax rates for multiple jurisdictions (this feature is on our roadmap)

Need Help?

Contact our support team via in-app chat for assistance with tax configuration or other questions.