Tax profiles let you charge different tax rates on different items — typical examples are reduced rates for food, tax-exempt categories, or separate state/city/local rates. Each profile can be applied to categories or specific products.
- 1
Open Tax Profiles
From the sidebar, click Settings → Store settings. Scroll to the Tax Profiles section and click Manage Tax Profiles — this opens the dedicated Tax Profiles page.
- 2
Click + New Tax Profile
The Create Tax Profile modal opens.
- 3
Name and configure the tax
Fill in:
- Profile Name — required (e.g. "NY Sales Tax", "Food — reduced rate"), max 100 characters
- Tax type — toggle between "%" (percentage) and "Fixed" (currency amount)
- Tax Value — the rate (e.g. 8.875 for 8.875%) or fixed amount (e.g. 2.00)
- 4
Apply the profile (optional)
In the Quick Apply section pick which Categories and/or Manual Products this profile should automatically apply to. Both are multi-select with search.
- 5
Save
Click Create Tax Profile. You return to the Tax Profiles list, which shows Profile Name, Type, the number of Categories, and the number of Products covered.
- 6
Use the profile when adding products
On the Add/Edit Product page, tick Charge Tax on Product and pick the new profile from the Tax Profile dropdown. Newly added products in the linked categories automatically inherit the profile.
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