Givecloud allows you to sell physical and digital items, charge the appropriate taxes and report on the tax you've charged.  There are two ways of managing taxes in Givecloud:

  • Manually configure taxes in the regions you need to charge it

  • Automate tax rates and reporting with a third-party integration (like TaxCloud).

When To Charge Sales Tax

Sales tax can be difficult to manage. Generally speaking, the rule for charging sales tax as an online retailer is:

  • You have a sales tax nexus in the same state as your supporter

  • The item you are selling is taxable in that state.

If using Givecloud's manual tax setup, we recommend you do your own due diligence in determining which taxes you need to charge and on which items.

Alternatively, use a third-party software solution (like TaxCloud, in the US) to help manage, charge, report and even file your taxes for you.

Automating Sales Tax (US Only)

Connect a TaxCloud account.

Manually Configuring Sales Tax

In order to manually charge tax, you need to:

  • Setup each tax type and define its region and rate.

  • Go through every item you sell and identify which taxes should be charged.

Reviewing the Tax Rules

  1. From the left menu, choose Features.

  2. Find the Sell & Fundraise panel and click Configure Sales Tax.

  3. You'll see a list of each tax that has been set up for your store.  Givecloud has pre-populated this list with sales taxes for each state.  However, this is not a comprehensive list and does not include taxes charged in specific counties or cities. Be sure to review the rates on the taxes you know you need to charge.

Adding New Tax Rules

If Givecloud is missing the tax or region you need to be charging tax in, you'll need to manually setup a new tax rule.

  1. From the left menu, choose Features.

  2. Find the Sell & Fundraise panel and click Configure Sales Tax.

  3. Click on the green + Add button in the top left.

  4. Fill out the details of the new tax rule.
    Name: The name of the tax (Example: HST or Brewar County Tax)
    Description: This is an optional description for your eyes only.
    Rate: The rate of the tax.
    State/Provinces: Choose the States or Provinces in which this tax will be charged.
    Cities: Optionally provide a list of cities in which the tax must be charged.

  5. Hit Save.

Configure Each Item

Now that you've setup each of your taxes, you'll need review every item in your store and set the appropriate taxes.

  1. From the left menu, click Features > Sell & Fundraise > Items.

  2. Choose one of your physical items.

  3. Click on the Sales Tax tab.

  4. Select the tax rules that apply to this item.

  5. Hit the Save button in the top right corner.

  6. Repeat this process for every item in your store.

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