How to Add Tax to Your Payment Form

Last Update: March 27, 2015

JotForm's payment integrations allow you to add sales tax to the products you sell, whether tangible or not.

This feature is available for the following payment gateways:

Paypal (Standard)
PayPal Express
Paypal Pro
Stripe
Authorize.Net
2CheckOut
Purchase Order


Before proceeding, please do note that this feature is not available for  subscription and donation type payments

Adding sales tax

1.  Select your payment field then run the payment wizard by clicking the wizard button




2.  Click Next until you arrive at the 'Other Options' screen then click the 'Taxes' button



3.  Enter a base tax rate



4.  Select the products you would like to make tax-exempted then click Next

5.  Choose a field on your form from which a surcharge will be based

Note that only the following fields are available for selection:

Drop down
Address : State
Address : Country

6.  If you select either a drop down or the country subfield, you will be asked to enter surcharge rates for the available locations




7.  For the state subfield, you must enter a new line-separated list of states, regions, or provinces



Then, you will have to specify surcharge rate for each location




9.  To change the text on your form to indicate applied tax rate, click on Customize







5 Comments...


   
ScootcHLaakE (September 08, 2014 at 07:54 PM)


Not sure why this is not working for me. I need to enter different tax rates for CANADIAN PROVINCES. The tax rate for US States would be zero.

It would seem the user can enter any text in the dropdown field Address : State/Province

How can be be sure to caputure the correct tax for each province?

Your Instructions:
"Note that only the following fields are available for selection:

Drop down
Address : State
Address : Country"


This is urgent, thanks.

View Answer


   
stephie6 (March 24, 2015 at 11:58 AM)

but if we don't wont to do the payment with paypal or the ones you suggest on your site?

View Answer


   
Ryan (September 08, 2015 at 12:13 AM)

Why is this not available for subscriptions?

View Answer


   
grade4pagasa (November 05, 2015 at 08:45 PM)

is there a way to setup and display 2 taxes together with the SubTotal in the Product Payment Wizard?

say i'm just selling 1 product. how do i include 2 taxes (12% VAT & 3% City Tax) for the total amount?

View Answer


   
kfquebec (November 02, 2016 at 12:05 AM)

what about square? I can add taxes..

View Answer


Send Comment