Product List: Tax on Shipping

In some states like Texas, we are required to collect sales tax on shipping. Can you add an option to the Payment Options so that a shipping fee can be included in the subtotal and get taxed?

Add a shipping cost is already possible, please check this guide: https://www.jotform.com/help/304-How-to-Add-Shipping-Cost-to-Payment-Forms 

You can even add taxes: https://www.jotform.com/help/296-How-to-Add-Tax-to-Your-Payment-Form 

Let us know if you need more help.

You misunderstand. I already have a shipping charge set as a $15 flat fee, but that $15 does not get taxed.

I need a way to add tax to the shipping charge itself, but only if the shipping address is in Texas.

As a workaround, I could setup an item as shipping so it shows up in the subtotal and does get taxed, but it would charge everyone tax on shipping.

I see what you mean, unfortunately, it is no possible to set a tax to the shipping fee. The tax rate is applied only to the products.

Has any progress been made on adding this feature above?

Hi,

Thank you for reaching out.

This would be possible if you convert your Product List into Basic form elements, and have the following setup.

1. Use Basic form elements  for your products.

   

2. Use the Form Calculation widget to get the subtotal(product of price and quantity), and total(sum of subtotals) price.

   

3. Then pass the total, or calculation to the Payment Field.

   

The setup above will allow you to have more control on the fields including conditionally adding taxes via Conditional Logic.

Don't hesitate to reach out if you need further assistance.

Ariel_P,

Thanks for your proposed workaround, but I'm not sure how I would set this up with Paypal options. Even if I could, this won't work because I only need to charge tax on shipping for buyers in Texas. Your workaround would charge everyone tax on shipping. Also, the tax rate is different in every state, so the form calculation your suggested would need to take that into consideration to charge the proper amount.

It would be much easier if there was simply a "Charge Tax on Shipping" option under Shipping in the Payment Settings:

The above would need to work in conjunction with the Tax settings so the correct tax amount would be charged for each state (only one state in this case)

You could also configure the products outside the payment field and then manually calculate the tax based on Texas state using the conditions.

1) You will need to split your products into native fields such as "Single choice" or "Multiple Choice" fields, and assign a value to each option: https://www.jotform.com/help/301-How-to-Assign-Calculation-Value

2) You can show the products based on the user's answers by applying conditions: https://www.jotform.com/help/316-How-to-Show-or-Hide-Fields-Base-on-User-s-Answer

3) Next, perform the calculations: https://www.jotform.com/help/259-How-to-Perform-Form-Calculation-Using-a-Widget

4) Pass the total to the payment field: https://www.jotform.com/help/275-How-to-Pass-a-Calculation-to-a-Payment-Field

May we know the form that you are referring to and how much tax you want to add?

Let us know if you have further questions.

Thanks.

I don't think this will work based on the items we sell...

The form is titled "Tableaux® Product Samples Order Form"

https://form.jotform.com/50325942335957

Please allow me some time to work on a demo form.

I'll get back to you in some time.

Thanks

Here is the Demo form:

https://form.jotform.com/203285631856965

I have used the Inventory widget to add the image and the product description into it.

I have added the States dropdown where when the user selects "Texas" it will add a tax of $15 into the total price.

Next, added the total into the Form Calculation field:

Let us know if you have further questions.

Thanks.

Thanks but that does not address my issue at all. The amount of tax is calculated as a percentage of the order subtotal and is never a fixed fee.

In that case, you can add the product of subtotal and proportion(percent in decimal) to the subtotal, instead of a fixed amount as tax.

I'm going to be using my colleague's demo form, relabeling "Product" to "item" and "Total Tax" to "tax" to avoid confusion.

On the form, add another Form Calculation for the subtotal. In this example, the subtotal would be the sum of all the product of item and price. E.g. if item1=150 and item2=50, then subtotal=(item1*150)+(item2*50).

Then add the tax on the subtotal, using the formula total=subtotal+(subtotal*(tax/100)).

Here's a demo form with the setup above applied: https://form.jotform.com/203286128261957. Feel free to clone the form and use it as you please.

Don't hesitate to reach out if you need further assistance.

If I convert all my "Products" to "Basic" items, how would I control the Coupon options available in the Payment settings?

Hi,

It depends on how you would stack your tax and discount. In this example, the discount is applied after the tax.

Add two Short Text elements on your form, one for Coupon, and the other is for the discount computations.

I'm going to be using coupon codes "fixed" for a 10.00 fixed discount, and "percent" for a 10% discount, as examples.

To get the fixed discount, use Conditional Logic's Update/Calculate Field to check if the Coupon (1)  is equal to (2)  "fixed" (3), and assign 10 (4)  to the discount (5)  field if it is.

For the percentage discount, use Conditional Logic's Update/Calculate Field to check if the Coupon (1)  is equal to (2)  "percent" (3), and assign the product of total and 0.10 (4)  to the discount (5)  field if the condition checks out.

That's about it for creating fixed and percentage coupon codes.

To apply the discount, add another Form Calculation for the grandtotal. The formula would be grandtotal=total-discount.

Pass the grandtotal to your Payment Field, and done.

Here's a demo form with the setup above applied: https://form.jotform.com/203286128261957.

Let us know if you have any questions or if you need further assistance.

WOW wayyyy tooo complicated!

Appreciate the workarounds, but like I said earlier in this thread, It would be MUCH easier if there was simply a "Charge Tax on Shipping" option under Shipping in the Payment Settings.

Hi there,

Thank you for your message.

Let me forward this to our backend team as feature request. We will notify you if it gets implemented.

Let us know if there is anything else we can help you with.