Help CenterHelp Center / Tax and compliance · How-to
Set the tax rate for a whole product category, or for one product that differs from its category.
With tax categories on, the rate comes from the product, then its product category, then your default. Set the rate at the widest level that is true, and override only the exceptions.
Go to Catalogue › Categories and edit a main category.
Under Main category settings, choose a rate in Tax. Default uses your shop's Default Tax Category.
Save the category.
The Tax field is shown on main categories only. A product whose own Category is a sub-category is taxed at your Default Tax Category, not at the main category's rate.
Open the product from the Catalogue menu.
In Tax category, below Category, pick one of:
| Choice | Result |
|---|---|
| Category Tax | The product follows its product category |
| A named tax category | The product uses that rate, whatever its category says |
Save the product.
The Tax category field is shown only while tax and tax categories are both on. It is required on the form, and it is not shown on an individual variant.
Variants do not take their parent product's tax category. Each variant follows the product category. For a product with variants, set the rate on its category.
Open Shop › Tax Categories. Each row counts the product categories and products that name it directly, or shows Not assigned yet. A product set to Category Tax is not counted as a product; its category is counted.
A rate set to Don't include it is added at checkout. A rate set to Already include this tax leaves the price as it is and shows the tax inside it on the invoice. Orders already placed do not change.