1. Ensure Product Pricing is Not Tax Inclusive
In Salesforce, open the StoreConnect app.
Go to:
- StoreConnect Navigation → Configuration → Stores → All Stores.
Open your store record.
Under the Products tab:
Make sure Product Price is Tax Inclusive is not checked.
If it is unchecked, tax will appear as a separate item on the billing.
If checked, tax will be included in your set product prices (not ideal if you want it listed separately).
2. Create or Configure a Zone
Go to:
- StoreConnect Navigation → Configuration → Locations → Zones.
A Zone defines the geographic area where tax will apply.
You can:
Create a new Zone, or
Edit an existing Zone (e.g. Australia).
In the Zone record:
Add Countries, States, Post Codes, or Cities.
Tax will apply if the customer’s address falls within this Zone.
3. Create the Tax Rate
Go to:
- StoreConnect Navigation → Configuration → Taxes → Tax Rates.
Click New to create a new tax rate.
Configure:
Name → e.g. “GST (Goods and Services Tax)”.
Tax Rate % → e.g. 10% for GST.
Zone → select the Zone you configured (e.g. Australia).
Shipping Address Checkbox → tick if tax is based on shipping address (common case), or leave unticked to use billing address.
Effective Start Date → set to the past or today to activate immediately.
Effective End Date → optional, for future tax rate changes.
Click Save.
4. Apply Tax to Products
In the Tax Rate record, go to the Related tab.
Under Product Taxes, click New.
Select the Product(s) to which this tax will apply.
- For multiple products: click Save and New to continue adding.
To apply tax to shipping:
Select the StoreConnect Shipping Product.
This ensures the tax rate also applies to shipping costs.
5. Test Tax Application
On your website, perform a test order:
Add a product to cart.
Go to Checkout and enter customer details.
Confirm that tax appears:
- Example: a $30 product with 10% tax will display $33 ($3 tax listed separately).
Test with shipping:
Apply shipping and confirm tax is also calculated correctly:
- Example: $10 shipping + 10% tax = $11 total for shipping.