General set-up steps and tax reports

There isn't a formal list of steps to set up your taxes, but you can use the following process as a guide.

General steps to set up taxes

Follow the links for more detailed information:

1.  Set up the countries you will be shipping to Consumer Shipping in Shipment Settings

2. Set up the tax rates in the countries and regions to which you will be selling and shipping your products:

   • If you're in the United States, then choose automatic tax settings or manually specify the rates for state, county, and municipal taxes, including shipping taxes.
   • If you're in Canada and need to charge tax, then enter your tax registrations.
3. Override tax rates or exempt products from taxes where necessary. 

As you set up taxes, you can access and review your settings on the Taxes page in your ShipEarly admin.