User Guide

How to Add Tax to Your Payment Form

Last Update: March 30, 2017

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.  While on the payment wizard go to the "Tax" tab.

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3.  Enter a base tax rate

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4.  Select the products you would like to make tax-exempted on the drop down "Exempted Products" if any

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5. You can also set the Title of the Tax Text on the Form to whatever you want to use.

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6.  Choose a field on your form from which a surcharge will be based on the "Set Tax Options from a Location Field" field (please note that this option will be disabled if the form does not have either a drop down or an address field).

Note that only the following fields are available for selection:

Drop down
Address : State
Address : Country



7.  If you select either a drop down or the country sub-field, you will be asked to enter surcharge rates for the available locations




8.  For the state sub-field, 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, enter the new text in the "Tax Text on the Form" field. 






5 Comments...

  • ScootcHLaakE


    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.

     
  • stephie6

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

     
  • Ryan

    Why is this not available for subscriptions?

     
  • grade4pagasa

    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?

     
  • kfquebec

    what about square? I can add taxes..

     

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