User Guide

 

How to Add Tax to Your Payment Form

How to Add Tax to Your Payment Form

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

IMPORTANT NOTE: Before proceeding, please keep in mind that this feature is NOT AVAILABLE for SUBSCRIPTION and DONATION based payment types.

Here's a quick rundown:

1. Start by selecting one of the supported payment fields then run the payment wizard by clicking the WAND icon.

2. On the next page after configuring your payment gateway credentials, setup your PRODUCTS and once you're done, go to the TAX tab.

3. Enter a BASE TAX RATE.

4. If there are products you wanted to be excluded from taxes, set them up as EXEMPTED PRODUCTS.

5. You can also set the TAX TEXT ON THE FORM.

6. If there's a need for a location-based tax surcharges, tou can set it up on the SET TAX OPTIONS FROM A LOCATION FIELD. Note that this option will be disabled if the form does not have a DROPDOWN or an ADDRESS field where the location can be fetched from.

These are the only fields available for selection:

🔘 Dropdown

🔘 Address: State / Province

🔘 Address: Country

7.  If you select either a DROPDOWN or the ADDRESS: COUNTRY option, you will be asked to enter surcharge rates for the available locations.

8.  For the ADDRESS: STATE / PROVINCE option, you must enter a list of states, regions, or provinces with their respective surcharge rates.

And that's basically it - Comments and suggestions are welcome below. If you have a question, post it in our Support Forum so we can assist you.

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6 Comments...

  • wicklesschrista

    Without adding every county in the USA, is there any way for it to add the appropriate tax for the shipping address?

  • kfquebec

    what about square? I can add taxes..

  • 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?

  • Ryan

    Why is this not available for subscriptions?

  • stephie6

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

  • 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.