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Zip2Tax

You may want to connect to Zip2Tax for tax calculations.

Steps to Connect​

  1. Go to your settings and select Integrations then search "Zip2Tax"

  1. You will need to provide
  • Your Zip2Tax Username and Password
  • Which states you charge tax in

  1. Click the Test Connection then click Save Settings

Great, you’re connected!

Tax rates will be automatically calculated for you based on the billing address of the customer, so make sure your customers have a billing address entered.

note

In order for tax to be charged for your products or plans, they must be marked "Taxable."

Apply Tax Rates to an Existing Plan or Product​

  1. Go to "Plans and Products" and then select the product you wish to be taxed

  2. Then select the "Edit Plan or Product" tab

  3. Click the "Tax" drop-down and select the tax group you would like to apply to this product (ex: Taxable)

  4. Save Changes