Set Up Categories

Setting Up Tax Rate

Add Tax Rates to Categories 

There are two different methods you can use to track tax for your products or services. The first way is Category Tax, and the second way is Product Tax. We recommend using Category Tax to save yourself manual work when it comes to applying a blanket tax to many products at one time. 
For example, let's say that you use Revision Skin Care. You've created the category for Revision, now you want to apply a 7% tax to everything that falls under that category. You'll need to add that tax rate to the cateogry. Follow the steps below to do so: 
  1. Login via web
  2. Go to inventory 
  3. Click on Manage Categories 
  4. Choose Edit next to the category 
  5. Toggle on the tax rate
  6. Enter in your tax 
  7. Save it 
Now, anytime you checkout, the tax rate set to this category will funnel down to any products that you've associated here. 

Add Tax Rates to Individual Products 

Adding tax to singular products should only be used if you have one off products inside of a category that require tax. Otherwise, you should use the preferred method above. 
  1. Login via web
  2. Go to inventory 
  3. Click on the product you want to add tax to 
  4. Choose Tax Rate
  5. Toggle on the tax rate
  6. Enter in your tax 
  7. Save it