Help Center / Tax and compliance · Reference
Tax Settings reference
Every field on the Tax Settings tab, what it does and its starting value.
Where to find itShopSettingsTax Settings
- Needs
- You turn this on
- Who can use this
- Shop owner
Help Center / Tax and compliance · Reference
Every field on the Tax Settings tab, what it does and its starting value.
The Tax Settings tab is under Shop › Settings. Select Save Settings after any change. Orders already placed keep their tax.
| Field | What it does | Starts as |
|---|---|---|
| Enable Tax | Charges tax on new orders. The other tax fields on this tab depend on it | Off |
| Tax Name | The name printed for the tax, for example VAT. Can be translated | GST |
| Enable Delivery Charge Tax | Taxes the delivery charge | On |
| Enable Shop Charge Tax | Taxes the shop charge | On |
Store setup fills the tax switch, name, rate and included choice from the country you pick. Check them here.
Tax is calculated from these when tax categories are off. With them on, your store's checkout tax note still reads Tax Percentage and is Tax Included.
| Field | What it does | Starts as |
|---|---|---|
| Tax Percentage | The one rate charged on every product | 5 |
| is Tax Included | On: prices already contain the tax. Off: the tax is added at checkout | On |
| Tax ID | Optional. Used when tax categories are off. Not printed on invoices; sent to Zoho with order lines when that integration is on | Empty |
See Turn tax on with one rate.
| Field | What it does | Starts as |
|---|---|---|
| Enable Tax Category | Takes the rate from each product's tax category instead of Tax Percentage | Off |
| Default Tax Category | The rate for product categories set to Default | Select Tax Category |
| Delivery Charge Tax Category | The rate for the delivery charge | Select Tax Category |
| Shop Charge Tax Category | The rate for the shop charge | Select Tax Category |
The three lists hold the tax categories you created. See Create tax categories and Tax on delivery and shop charges.
| Field | What it does | Starts as |
|---|---|---|
| invoice Template | Layout of the printed invoice: Basic, Advanced or Thermal Printer | Basic |
| KOT Template | Layout of the kitchen order ticket: Basic or Thermal Printer | Basic |
| Invoice Prefix | Text in front of every invoice number. Each prefix has its own number series | IN- |
| Credit Note Prefix | Text in front of credit note numbers. Shown only when returns are on for your shop | CN- |
| Company Name | Company name printed on the invoice | Empty |
| Company Address | Company address printed on the invoice | Empty |
| TRN# | Your tax registration number, printed on the invoice | Empty |
| GST State | The state your shop is registered in for GST. Shown only to shops in India | From the GSTIN in TRN# |
| Logo | Company logo for invoices | Empty |
See Invoice settings and numbering and GST for shops in India.