Storefront Simple Taxes
To solve for simple tax needs, Adaptive Catalog allows you to set a global tax code to be used on all storefronts, or set the tax code to be used on a specific storefront. Currently you cannot set the tax code to be based on customer, contact, or address information and the tax is shown as an "Estimated Tax" field on the order confirmation page. We still recommend using either the CRM taxes or Stripe for more accurate tax calculations.
Taxes will be shown on Storefront when a customer is checking out. It will be shown with the label "Estimated Tax"
Setting Up Simple Taxes
Enable Simple Tax Calculation
1. Click on your initials
First log into Adaptive Catalog, then click on your initials
2. Click on Settings
3. Click on Organization
4. Click on Advanced Settings
5. Click on USe Simple Tax Calculation For Storefront
6. Read through the warning, then click Yes, Enable
7. Click on Save
Adding Tax Codes
1. Navigate to Settings > Tax Code Management
2. Click on Add
3. Fill out the Name
4. Optionally, provide a description of the tax code
5. Enter a tax rate
6. Click on Save
Setting the Tax Rate for Storefront
1. Navigate to Settings > Storefront Management
2. Set "Collect Tax" to Yes
In order to display estimated taxes, you must set "Collect Tax" to "Yes" globally.
3. Select a default tax code
If you do not want to show an estimated tax by default, create a 0% tax rate and set that as the global default.
