How to Configure US Tax in Magento 2

How to Configure US Tax is one of the examples I want to give you after learning about tax rules and tax rates in Magento 2. In this topic, I will give you the detailed instruction of the US tax configuration that surely helps the tax rules and rate apply for your tax in the correct way.

In addition to US Tax, you also have the certain example about Canada Tax and EU Tax. Follow these links to get the deeper study about the tax rules and rates configuration on Magento 2 stores.

Configure US Tax in Magento 2

• On the Admin Panel, Stores > Settings > Configuration.
• On the left panel, under Sales, choose Tax.
• Open the Tax Classes section, set the Tax Class for Shipping to “None”.

• Scroll down to the Calculation Settings section,
  • In the Tax Calculation Method Based On field, allow calculating the tax on “Total” value of the order.
  • Choose “Shipping Origin” option for the Tax Calculation Based On field.
  • “Excluding Tax” from the Catalog Prices and Shipping Prices when setting up US Tax.
  • Allow the US tax include the discount amount by choosing “After Discount” in the Apply Customer Tax field.
  • “Excuding Tax” from the discount value in the Apply Discount on Prices field.

• Expand the Default Tax Destination Calculation section,
  • Set the Default Country to “United States”.
  • Set Default State to where business is located”.
  • Set Default Post Code to the number range according to the state you set.

• In the Price Display Settings workplace, “Excluding Tax” from the Display Product Prices in Catalog and Display Shipping Prices.
• Open the Shopping Cart Display Settings workplace,
  • “Excluding Tax” from the display of Prices, Subtotal, Shipping Amount, Gift Wrapping Prices, and Printed Card Prices.
  • Set Include Tax in Grand Total to “Yes”.
  • Set Display Full Tax Summary to “Yes”.
  • Set Display Zero Tax Subtotal to “Yes”.
• Expand Orders, Invoices, Credit Memos, Display Settings section:
  • “Excluding Tax” from the display of Prices, Subtotal, and Shipping Amount.
  • Set Include Tax in Grand Total to “Yes”.
  • Set Display Full Tax Summary to “Yes”.
  • Set Display Zero Tax Subtotal to “Yes”.

• In the Fixed Product Taxes workplace, to approve the US tax, choose “No” for Enable FPT field.

Ref: Magento 2 User Guide

PDF Invoice samples for Magento 2

Want to apply these above Invoice templates for your store?

See how