How to Setup Tax Rules in Magento 2

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Setting up the Tax Rules for Magento 2 stores is the essential configuration so that you apply them to each order on a specific website. Meanwhile, the tax rule is the perfect association of customer tax class, product tax class, and tax rates. Depending the customer who is assigned to the customer tax class, the product belonging to the product tax class as well as the offered tax rate, Magento 2 system will auto-calculate the tax exactly for each order on your store.

All of the settings are given in detail in the instructions below. Make sure that configuring the tax rule will become clearer and eassier with our topic.

Setup Tax Rules

  • Step 1: Fill the Tax Rule Information
  • Step 2: Configure the Additional Settings

Step 1: Fill the Tax Rule Information

  • On the Admin Panel, Stores > Taxes > Tax Rules.
  • In the upper-right corner, click on Add New Tax Rule.
  • Under the Tax Rule Information section, set Name for the new rule.
  • From the tax rate list, choose one of them to enable for the rule. However, for each the existing tax rate, you can edit it as the following:
    • Tap the Edit icon on the row.
    • Edit the tax rate information on the Tax Rate page, then click Save.

How to Setup Tax Rules Magento 2 Edit Tax Rules Information

To enter the tax rate, follow one of the methods:

Method 1: : Enter Tax Rates Manually

  • Click on Add New Tax Rate.
  • Complete the Tax Rate form.
  • Save to complete.

How to Setup Tax Rules Magento 2 Tax Rate Information

Method 2: Import Tax Rates

  • Under Adding Settings section,
    • Click on Choose File to upload the CSV file from your browser.
    • Click on ` Import Tax Rates`.
  • Hit the Export Tax Rates to export the file.

How to Setup Tax Rules Magento 2 Import Export Tax Rate

Step 2: Configure the Additional Settings

  • On the Tax Rule page, open Additional Settings section,
    • Choose the Customer Tax Class area to which the rule applies.
      • Tap the Edit icon to modify the form and then Save it.
      • If need to create a new tax class, click on Add New Tax Class to fill the necessary information and then Save it.
    • Choose the Product Tax Class to which the rule applies.
      • Tap the Edit icon to modify the form and then Save it.
      • If need to create a new tax class, click on Add New Tax Class to fill the necessary.
    • Set the Priority to determine this tax to be applied first when more than one tax are enabled
    • To calculate the tax according to the order subtotal, mark the Calculate off Subtotal Only checkbox.
    • Set the Sort Order to arrange them in the list of the tax rules.

How to Setup Tax Rules Magento 2 Additional Settings

  • Save Rule to complete.

Ref: Magento 2 User Guide



It comes to the end of tutorial: How to Setup Tax Rules in Magento 2.

Please leave comments if you have any questions, feedbacks.

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