Skip to main content
Version: 2.0.0

Supported Tax

5–10 min saved per quote
Sales tax is calculated automatically on every quote, order and checkout, on the right amount

In simple words​

Kitchen365 calculates sales tax for you. You choose one tax engine — Stripe Tax or TaxJar for live rates by address, or US Rules, a rate table you keep yourself — and every quote, order and website checkout uses it. Tax Base Modes let you decide exactly which amount is taxed: products only, or products plus shipping, with or without discounts and assembly.

The problem it solves​

US sales tax changes by state, county, city and even ZIP code, and states disagree on whether shipping, discounts and installation are taxable. Working it out by hand is slow and risky: charge too little and you owe the difference; charge too much and you overcharge customers. A tax engine looks up the correct rate, and the tax base mode makes sure it is applied to the right amount.

What happens without it​

If tax is worked out by handWhat it means for your business
Staff look up the rate for every address5–10 minutes per quote
A single flat rate is used for everyoneUnder- or over-charging in most locations
Shipping is taxed (or not) inconsistentlyWrong totals and compliance exposure
Discounts are ignored when calculating taxCustomers are overcharged and complain
Assembly fees are taxed when they shouldn't beOvercharging, refunds and corrections
Rates are updated only when someone noticesMonths of wrong tax on every order

Time you save​

Manual way compared with the Console
Typical time per quote.
Manual way (spreadsheets, email, phone)With Kitchen365 Console
05101520minutesLooking up the tax rate60.2Working out the taxable amount40.2Correcting a wrong tax charge200
TaskThe manual wayWith Supported TaxYou save
Find the tax rate for an addressSearch a rate lookup site — 5 minStripe Tax, TaxJar or US Rules returns it5 min per quote
Decide what is taxableCheck if shipping, discount and assembly count — 3–5 minThe Tax Base Mode decides it3–5 min per quote
Keep rates currentWatch for rate changes in every stateStripe Tax and TaxJar keep rates up to dateHours every quarter
Correct a wrong tax chargeRe-issue the quote or refund the difference — 20+ minCalculated correctly the first timeCorrections avoided
Change tax providerRe-train staff on a new toolAdd the method, enter its key, turn it onDays avoided
Explain tax on an orderRebuild the calculation by handThe order shows item tax and shipping taxQuestions answered on the spot

Your process, before and after​

✖ Before

Each person looks up a rate, decides what is taxable, and types in a tax amount. Two people can charge the same customer different tax.

✔ After

One tax engine calculates tax everywhere, on the amount your tax base mode defines. Every quote, order and checkout is consistent, and the order shows exactly how tax was worked out.

caution

Only one tax method can be on at a time — turning one on turns the others off. Finish the provider details before you switch, so tax is not interrupted.

Who uses it​

  • Admin — chooses and configures the tax method
  • Accounts team — owns tax rules, rates and filing
  • Sales team — sees the correct tax on every quote and order
  • Business head — decides which tax provider to pay for

When to use it​

  • Before you start quoting or selling online
  • When you register to collect tax in a new state (nexus)
  • When you move from your own rate table to Stripe Tax or TaxJar, or the other way
  • When your accountant tells you shipping, discounts or assembly should be treated differently
  • When tax rates change in a state where you keep your own US Rules table

What each part does for you​

Supported optionHow it helps you
Stripe TaxLive tax rates by address from Stripe, with your ship-from address and tax codes
TaxJarLive tax rates from TaxJar, using your nexus locations
US Rules (Internal)Your own rate table by state and ZIP — no external account needed
One active tax methodEvery channel uses the same engine, so totals never disagree
Tax Base ModesChoose exactly what is taxed: subtotal, shipping, discounts, assembly
Custom tax base modesCreate your own formula when the built-in ones don't fit
Tax breakdown on ordersShows item tax and shipping tax, so you can explain any total

Step-by-step guide​

See Supported Tax in the Console Guide for every method's setup steps, fields and all Tax Base Modes, and Configuration › Tax Methods for the screen itself.