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TidelandsAsked on July 22, 2023 at 10:41 AM
Hi there,
I need to apply specific taxes to purchases made by my clients located in different provinces in Canada, ranging from 5-15%. I've inputted the specific tax per province, but the final form submission isn't applying the tax. I've had two clients so far that haven't had any taxes applied to their final purchase, and I'm having to invoice them separately in another application to charge them for the outstanding tax.
My question is: How do I ensure that my clients are being charged tax? Do I need a drop-down menu in the address submission to ensure that their billing province tethers the appropriate sales tax?
Thank you!
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Rayzel JotForm SupportReplied on July 22, 2023 at 3:49 PM
Hi Tidelands,
Thanks for reaching out to Jotform Support. I cloned your form to check your setup and I can see that your Set Tax Options form a Location Field is set in the Shipping Address' State/Province field. You have the option to select if the Shipping Address is the same as the Billing Address. If the form filler selects Yes, then the default will be the Billing Address meaning the State/Province from the Shipping Address won't be filled out and this will cause the Tax Surcharge to not be added to the Product List's subtotal.
You can add a dropdown in your form where you can add the State/Provinces as an option and then set it as the Set Tax Options form a Location Field.
Give it a try and let us know if you have any other questions.
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TidelandsReplied on May 7, 2024 at 3:35 PMHi there, I know it's been a while since I was able to respond to this
thread. However we have been trying in vain to apply sales tax to our
Jotform and have been unsuccessful. Would you kindly take a look at our
current retailer order form and let us know how we can apply provincial tax
for our Canadian clients?
Thank you!
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Kyle JotForm SupportReplied on May 7, 2024 at 4:41 PM
Hi Tidelands,
Thanks for getting back to us. When I cloned and tested your form, everything worked the way it was supposed to. I tried 3 states/province locations and the tax was updated. Take a look at the screenshot below to see my results:
Can you go ahead and try it again and let us know how it goes? If the same thing happens again, we'll investigate it more to see if we can figure out what's going on.