Manage Taxes

SubscriptionFlow lets you set up your taxes inside SubscriptionFlow. You may also use an accounting integration with Avalara. If you integrate with Avalara to manage taxes, use this guide on how to manage taxes using the Avalara integration.

Setting Up Your Taxes

1. From settings click on “Taxes” under Billing.

2. Create a new tax or a tax group based on your needs.

3. Choose SubscriptionFlow Taxes. This will be the default if you do not have an active Avalara inetgration.

4. Give the tax a name inside the system and add the applicable rate. Also, check the compound tax box only if you apply a second tax after the application of a primary tax.

Linking Taxes to Plans

5. To tax a product, first select the product from inside the Products module.

6. Scroll down to find the plans linked to this product. Click the 'edit' button on top of the plan you wish to attach taxes too.

7. In the expanded view, check the taxable box. Select if the list price of this plan is exclusive or inclusive of the tax. Tax-inclusive means that the tax will be part of the list price of the plan and will be deducted from the total, whereas, tax exclusive means that the tax will be added to the list price to calculate the total charge.

8. Finally select the tax you created earlier from the dropdown and save your changes. Every time this plan is purchased, it will be taxed accordingly.