Tax Regions

Tax Regions in Lead Commerce are used to calculate and collect sales tax when orders are placed either through the checkout of the storefront or through the back office by creating an order from scratch. You should collect taxes for each state you ship from and to in accordance to their tax laws. This could be origin or destination based sales tax or even sales tax on the shipping total.

Tax regions are broken down into the following sections:


RegionThis is the region that you want to charge sales tax in. This field will dynamically update the State drop down menu.
StatusThis is the status of the tax region. The status can be Active, Inactive and Archived.
StateThis is the State that has been selected. This dynamically changes based on the Region.
Default Tax RateThis is the tax rate that will be applied when a customer's billing state matches this Tax Region.
Sales Tax Based OnThis determines if the tax is based on the Origin (Warehouse) or Destination (Shipment). Most states are destination based but some states such as California are origin based.
Charge Tax On ShippingThis flag will enable tax for shipping total. This tax rate is based on the default tax rate. Most US States do not tax on shipping.

Zip Codes:

Zip CodeThis is the numeric zip code of this Tax Regions state.
StatusThis is the current status of this Zip Code.
Tax RateThis is the rate that will be applied when the Zip Code matches the customer's billing zip code.

Zip Codes are useful if you have to establish different tax rates based on the customer's billing zip code.

File Upload Section:

File UploadThis section displays all files that have been associated to this category.
Upload Files ButtonThis button is used to upload one or multiple files to the category from your computer.
Row level ColorboxIf you click on each file that has been uploaded it will open a dialogue window to allow you to make changes to the file name, to display the file in the customer portal and view the full path URL.
File NameThe name of the file
File URLThe full path URL of the file.

History Section:

UserThis column indicates which user made the change to this Category.
ActionThis column indicates what was done.
Modified OnThis column indicates when the change occurred.

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