Jotform’s payment integrations allow you to add sales tax to any product or service you sell.
This feature is available for the following payment gateways:
- All *PayPal* Payment Elements
- Square
- Square ACH
- Stripe
- Stripe Checkout
- Stripe ACH
- Stripe ACH Manual
- Afterpay
- Clearpay
- Authorize.Net
- 2CheckOut
- Purchase Order
- CyberSource
- BluePay
- eWay
- PayU
Before proceeding, please keep in mind that this feature is unavailable for Subscription and Donation based payment types.
Below are the steps to add a tax rate to your payment form.
- In the Form Builder, click the payment element.
- Click the Payment Settings (wand icon).
- Go to the Tax tab and set up the following:
- Base Tax Rate
- Exempted Products. Uncheck the product items that you wish to be excluded from being taxed.
- The Tax Text on the Form
- Set Tax Options from a Location Field
![jotform-payment-tax-settings](https://www.jotform.com/blog/wp-content/uploads/2014/08/jotform-payment-tax-settings.png)
Set Tax Options from a Location Field
This option allows you to tax product items based on a location field. You can use and select a dropdown element on this option or an address element. If your form doesn’t have any of these elements, the option is disabled for you.
![jotform-payment-tax-option-per-location](https://www.jotform.com/blog/wp-content/uploads/2022/06/jotform-payment-tax-option-per-location.png)
When selecting the dropdown element or the address: Country options, the dropdown options or the states/provinces are listed, and you only need to enter their tax rates, but when selecting the address: State / Province option, you must enter both the states’ full name and tax surcharge rates.
![jotform-payment-tax-rate-by-state-province](https://www.jotform.com/blog/wp-content/uploads/2022/06/jotform-payment-tax-rate-by-state-province.png)
Send Comment:
4 Comments:
146 days ago
Some of my products are taxed, but many of my buyers have tax exempt status. How do we include a tax exempt option with certificate upload for verification? I am using Authorize.net
More than a year ago
Are you going to be adding functionality for different tax amounts on different product types. E.g. all products in British Columbia Canada have 5% GST, but only some products also have an additional 7% PST - right now it doesn’t seem like your settings allow for this??
More than a year ago
Hi, thank you for the tutorial.
How do I add different taxes for different products?
Because I tried using the option Set Tax Options but I am not sure how it works.
Can you please help me?, thank you!
More than a year ago
I see that the only possibility is to enter your product prices EXCLUDING tax (which added on the total).. is that correct? Because I would like to have my product prices including tax. Otherwise you have strange prices (not rounded off) which means the coupon price will be different too.