You may want to connect to Zip2Tax for tax calculations.
Steps to Connect
- Go to your settings and select
Integrationsthen search "Zip2Tax"
- You will need to provide
- Your Zip2Tax Username and Password
- Which states you charge tax in
- Click the
Test Connectionthen 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.
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
Go to "Plans and Products" and then select the product you wish to be taxed
Then select the "Edit Plan or Product" tab
Click the "Tax" drop-down and select the tax group you would like to apply to this product (ex: Taxable)