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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 Personal

🔘 PayPal Commerce

🔘 PayPal Business

🔘 PayPal Express

🔘 PayPal Pro

🔘 PayPal Invoicing

🔘 PayPal Checkout

🔘 Square

🔘 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 surcharge, you 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. 

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  • barryfstorey

    Hi, if I create a form that has different products with different Tax rates i.e. Food tax rate and a different beverages Tax rate, is there a way to set up more than one base tax rate as I don't see this option

  • missjustice9

    Am I eligible if I give advice on links but non profitable ?

  • Aashish Thanki

    Hi, i want to show Central GST and State GST in India, in the invoice. How can i do that?

  • orban

    Hello. Can products be priced in dollars only?

  • kelliragle

    How can I add the tax AFTER shipping is added? In other words, I need shipping to be taxed as well. Thanks!

  • rolandcanada

    There was a past request last year to add an additional decimal place on the tax field because in Canada in the province of Quebec the tax rate is 14.975. Has this been done? It appears to still be locked to 2 decimal places.

    This is IMPORTANT for all Canadian customers.

    Please confirm.

  • hdryden

    What about Braintree? Tax calculation is imperative for every payment method.

  • Nathan Sutherland

    Tax on Subscriptions - We also need to charge Tax on subscriptions.

  • ForetSignature

    Canada need to have 3 decimals 14.975%...

  • Debannegilbert

    The tax added feature is NOT AVAILABLE for SUBSCRIPTION and DONATION based payment types.
    Is it also not available for USER DEFINED AMOUNT? Is there a way I can add tax to USER DEFINED AMOUNT?

    Thank you for your assistance.

  • Megan_laughinghouse

    I really appreciate the step by step help your company provides. Unfortunately this still doesn't seem to be adding tax to our form. I'm in the process of upgrading the account and we would like to release to our Clients tomorrow, but I need to make sure we have tax added for the appropriate purchases otherwise our accountant will be very unhappy with me.
    I have tax set for both NC and VA. The test purchases were made from NC with the billing addresses the same, so the tax should have linked on just like the shipping, but it didn't. Can you please let me know how we might overcome this issue?
    Thank you so much!

  • StacyatWeddingGuide

    But what about a tax rate that's 4 numbers - ours changed to 7.875% and it will only accept 7.87?? thanks for the help

  • 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..

  • 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.