Channels Integrations are set by default to Match on Tax Code Name. Channels will match the names of the Tax Rates in Shopify to the name of a Tax Code in point of sale and assign the appropriate Tax Code to the sale. You may choose to use the “Match on Tax Code Name” feature by selecting it in the Taxes tab in the Channels Settings Pane:
When “Match on Tax Code” is On, “I want to specify taxes automatically” in Shopify must be switched to Off.
American Stores - Goto Settings > Taxes > Tax Rates and click on United States. Uncheck "I want to specify taxes automatically"
Set the Rate and Name for each State your company does business in. Each State Tax Name must match your Sales Tax Name in Point of Sale exactly (ie. NY Tax or CA Tax).
Canadian Stores - Goto Settings > Taxes > Tax Rates and click on Canada. Be sure the Tax Name for each Province matches a unique Sales Tax Name in Point of Sale (ie. AB, ON, BC, etc). Since Tax values for HST, GST, and PST can vary from province to province, each province should be assigned their Province Code(ie. AB, ON, BC, etc) as their unique Tax Code Name and Rate to ensure that tax calculations are correct on each sale. We recommend setting the Country Tax to 0% to ensure that only the unique Tax Code Names are used by Shopify.
Set the Rate and Name for each State your company does business in. Each State Tax Name must match your Sales Tax Name in Point of Sale exactly (ie. NY Tax or CA Tax).
Canadian Stores - Goto Settings > Taxes > Tax Rates and click on Canada. Be sure the Tax Name for each Province matches a unique Sales Tax Name in Point of Sale (ie. AB, ON, BC, etc). Since Tax values for HST, GST, and PST can vary from province to province, each province should be assigned their Province Code(ie. AB, ON, BC, etc) as their unique Tax Code Name and Rate to ensure that tax calculations are correct on each sale. We recommend setting the Country Tax to 0% to ensure that only the unique Tax Code Names are used by Shopify.
Other Tax Modes:
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