The tax on an order will calculate based on the tax rate that has been set on the order and on the shipment. 


To view the tax details on the order, hover mouse over the Tax field on the order Details section of the Order view page.



To Apply a Tax Rate to the Order:

If the order does not have the needed tax rates applied, they can be added from the Order view page.


Step     Action 

  1.       From the Order View page, hover mouse over Actions and then select {Edit} from 

            the drop-down menu. The Edit Order modal will open.

  2.       Locate the Tax Type field. If blank, select applicable tax type options from the 

            drop-down.

3.        Select {Save}. The tax amount and rate will now be visible under order 

           Details section.


         Note: This will update the tax rate for the current order but you may also want to 

         update the customer with a default tax rate. For more information, see 

         Customers - Financial.



To Apply a Tax Rate to a Shipment:

If the order has a shipment, and shipment is taxable, the tax will be calculated off of the items allocated to that shipment.


Step     Action 

  1.       From the Order View page, hover mouse over the name of a shipment and select the pencil 

            icon that appears. The Edit Shipment modal will open.

  2.       Confirm the Shipping is Taxable. Toggle should be set to YES.

  3.       Locate the Tax Rate field. If blank, select applicable tax rate options from the 

            drop-down.


  4.        Select {Save}. The tax amount and rate should now be visible under order Details section.


For more information, see Orders - Creating a Shipment.