Tax Rates define the actual rate that can be applied to taxable products/shipping for matching locations and tax categories.
Tax Rates combine geography and tax classification to determine eligible tax at checkout.
Tax Rates are the actual calculation rules. A rate can be limited by taxation Zones and combined with product Tax Categories/priority/configuration, while Store Settings decide whether tax is enabled, which customer address is used and whether catalogue prices include tax.
Tax Rates do not operate in isolation: Store tax settings, Product tax status/category and the customer/base address all participate in the final result. Shipping tax behavior can also inherit from the cart according to Store Settings.
A rate change affects future checkout totals for every matching cart. Use priority/rule design consistently and avoid overlapping rates unless the intended result has been tested.
Open TruCommerce → Taxes / Tax Rates.
Tax Rates are matched using the product Tax Category and the address basis selected in Store Settings. Before changing a rate, check whether prices are entered/displayed inclusive or exclusive of tax and whether shipping has its own tax class.
Use the tables below when you need the exact meaning of a field, column, filter or action. Read the workflow and dependency sections above first so each option is used in the right context.
| Column | Use |
|---|---|
| Name | Shows the record name. |
| Status | Shows the record’s current status so you can tell whether it is active, available, or still in another workflow state. |
| Field | Use |
|---|---|
| Name | The human-readable name used to identify this record. |
| Rate | Sets the rate applied by this tax/price rule. |
| Priority | Controls processing/display order when multiple applicable rules are present. |
| Tax Category | Selects the tax category associated with the rate or item. |
| Calculator | Selects the calculation method offered for this rule. |
| Zones | Selects the geographic zones where the rule applies. |
| Valid from | Sets the date from which the tax rate is valid. |
| Valid until | Sets the date after which the tax rate is no longer valid. |
| Included in price | Controls whether this tax is treated as already included in displayed prices. |
| Compound | Controls whether the tax is compounded with other applicable taxes. |
| Rounding precision | Sets the rounding precision used by the tax calculation. |
| Active | Turns this shipping/tax rule on or off without deleting it. |