Documentation

Creating Tax Categories

Liferay Commerce uses Tax Categories to store and apply tax rates to Channel Products and shipping costs. Once a Tax Category is created, you can use Tax Calculation Engines to add multiple tax rates to it. These rates are scoped to the Channel in which they’re created. You can then apply tax rates to Channel Products and shipping costs by assigning the Tax Category to them.

Note

Tax Categories serve as containers for tax rates and must be created before you can apply tax rates to any Products or shipping costs.

Follow these steps to create a new Tax Category:

  1. Open the Global Menu (Global Menu), and go to Tax Categories in the Commerce tab.

  2. Click on the Add button (Add icon).

  3. Enter a Name for your Tax Category.

  4. Optionally, enter a Description and External Reference Code.

  5. Click Save when finished to create your new Tax Category.

Once created, you can add tax rates to a Tax Category in each of your Channels. See Setting Rates for Tax Calculations for more information.

Commerce 2.1 and Below

  1. Navigate to the Control PanelCommerceSettings.

  2. Click the Tax Categories tab.

    Tax categories are located in the Commerce Settings.

  3. Click the Add Tax Category (Add icon) button.

  4. Enter the following:

    • Name: Holiday Special

    • Description: Taxes for holidays

    Add the new tax category.

  5. Click Save.

A new tax category has been created.

Commerce 2.0 and Below

To create a new tax category:

  1. Go to Site AdministrationCommerceSettings.

  2. Click the Taxes tab.

  3. Click the Tax Categories sub-tab.

  4. Click the Add Tax Category button.

  5. Enter a name and a description.

    Adding a tax category

  6. Click Save.

The Tax Category is now available for your store.