General Tax Settings

The following instructions take you through the basic tax setup for your store. Before setting up
your taxes, make sure that you are familiar with the tax requirements of your locale. Then, you
can complete the tax configuration as needed for your store.
Admin permissions can be set to restrict access to tax resources, based on the business “need to
know.” To create an Admin role with access to tax settings, select both the Sales/Tax and
System/Tax resources. If setting up a website for a region that differs from your default
shipping point of origin, you must also allow access to the System/Shipping resources for the
role, because the shipping settings determine the store tax rate used for catalog prices.
Process Overview:
Step 1: Set Up Tax Classes
Step 2: Complete the Calculation Settings
Step 3: Set Up the Default Tax Destination
Step 4: Complete the Display Settings

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