Create Tax Rates

Weebly helps take a lot of the guess-work out of determining the sales tax rate to charge your customers. Tax rates are pre-populated for ​many destinations, and if you are shipping from the US to a US address, you can use the automatic tax calculator.

Here are the different ways you can use Weebly to determine tax rates:

Origin/Destination Weebly Options
US/US Automatic Tax Calculator
OR
Manual set up, using editable, pre-populated state rates and local rates based on zip code
Canada/Canada Manual set up, using editable, pre-populated rates based on province/territory
All other origin/destination combinations Manual set up based on country

If you have already set up shipping, any areas that you set up shipping rules for automatically display as suggestions in the tax rate table, ready for you to configure. In the image below, Mexico has been added as a shipping area but has not been assigned a tax rate yet.

Automatically Calculate US Tax Rates

When creating US tax rates, you can let Weebly handle figuring out when and how much to charge, using the automatic tax collector.

To use the tax calculator to automatically charge US Tax Rates:

  1. From the Weebly Editor, go to STORE > Settings > Taxes.

  2. In the Tax Rates area, click Add tax rate, or if you already have a shipping rule for the US and it's listed, click Set Up.

  3. Select Automatically calculate taxes.
    NOTE: You must have a valid US address (store, shipping, etc.) in order to use the calculator. If this option is disabled, it may be because your address(es) are not valid. For each address, click the Edit button to edit and save your address(es). This will validate the address.

Weebly displays only the rates for areas where you have nexus, as those are the only states you'll need to collect tax for.

NOTE: When a customer has different billing and shipping addresses, only the shipping address is considered when determining tax rates using the calculator.

Click the View link to see the rates charged for each zip code in that state. If you want to override a rate, you'll need to set up US taxes manually.

Manually Create US Tax Rates

If you need to override our US rates, you can do that by adding tax rates manually.

To manually create US Tax Rates:

  1. From the Weebly Editor, go to STORE > Settings > Taxes.

  2. In the Tax Rates area, click Add tax rate, or if you already have a shipping rule for the US and it's listed, click Set Up.

  3. If selected, deselect Automatically calculate taxes.

  4. Select the states that you need to add rates for. These will likely be the states you have nexus in.

  5. Click Save.
    The states you've selected are now shown in the dialog with an Edit link.

  6. Click Edit for the state that you want to manually add a tax rate for.
    From this dialog, you can do a number of things:
    Change the state tax rate by entering a new amount in the Tax Rate field.
    Change the tax name by entering a new name.
    Change the rule. Rules determine how to add a tax to its parent tax. Since there is no US country tax, there is no need to have a rule about how to add state tax to the country tax. You don't need to change this.
    Prevent any local taxes from being added to the state's tax by selecting Do not charge local taxes. 
    Add an override to a zip code's tax rate. 
    Restore the default tax rate by clicking Reset to Default.

  7. To add an override, scroll down and click Add override.
    * Enter the zip code to override. If you want to view the default zip code rates, click View local tax rates.
    * Enter the new tax rate.
    * For rules, select Add to have this rate added to the state tax. Select Instead to have this rate charged instead of the state tax. Select Compound to have this rate calculated based on the total of the order plus the state tax.

  8. Click Save.

NOTE: When a customer has different billing and shipping addresses, only the shipping address is considered when applying tax rates.

Create Canadian Taxes

Canadian taxes are pre-populated for the provinces and territories. You can override any of them.

To create Canadian tax rates:

  1. From the Weebly Editor, go to STORE > Settings > Taxes.

  2. In the Tax Rates area, click Add tax rate, or if you already have a shipping rule for the Canada and it's listed, click Set Up.

  3. Select Canada as the country.
    All Canadian provinces and territories are shown in the dialog with an Edit link.

  4. Change the country tax rate by entering a new amount in the Country Tax Rate field.

  5. Click Edit for the province/territory that you want to manually add a tax rate for.
    From this dialog, you can do a number of things:
    Change the tax rate by entering a new amount in the Tax Rate field.
    Change the tax name by entering a new name.
    Change the rule
    * Select Add to have this rate added to the country tax. 
    * Select Instead to have this rate charged instead of the country tax. 
    * Select Compound to have this rate calculated based on the total of the order plus the state tax.

  6. Restore the default tax rate by clicking Reset to Default.

  7. Click Save

Create Taxes for Other Countries

Taxes outside of the US and Canada are charged at the country level only, and need to be created manually.

To create taxes for other countries:

  1. From the Weebly Editor, go to STORE > Settings > Taxes.

  2. In the Tax Rates area, click Add tax rate, or if you already have a shipping rule for the country, click Set Up.

  3. Enter the appropriate info in the Country Tax Rate and a Tax Name fields.
Was this article helpful? 0 out of 2 found this helpful