Automatic Tax

Open Admin > ZynoSales > Taxes, then select Automatic Tax. This page controls automatic tax collection for your organization.

Enable automatic tax

1. Turn on automatic tax collection.
2. Add every US state where your organization has tax nexus.
3. Save the configuration.

Automatic tax uses the configured nexus states and the applicable location address to determine the rate. Configure the tax types and tax groups that use automatic calculation before relying on automatic tax at checkout.

Review rates by location

The location table shows each location's current rate, address, and most recent refresh time. Select a location to review its rate history.

Rates refresh through the tax service. The administration page does not provide a manual refresh action.

Related tax settings

Use the other tabs on the Taxes page to maintain the tax types and tax groups that Sales applies to items and services. Automatic tax only applies where the applicable tax configuration is set to calculate automatically.

When tax cannot be calculated

Review the following before finalizing a sale with automatic tax:

• Automatic tax collection is enabled.
• The sale's location has a complete, accurate address.
• The organization has nexus in the location's state.
• The applicable tax type uses automatic calculation.

If the tax service cannot determine a required automatic tax amount, Sales keeps the sale from being finalized until the issue is resolved.