To configure taxes, navigate to Admin → Settings → Orders → Tax Settings.
If you do not charge taxes, you may disable tax functionality entirely by selecting the Tax Options tab and toggling taxes On or Off.
A Taxes Help Video is available for step-by-step guidance.
Global tax settings define when taxes are applied across your entire dispensary.
These settings allow you to specify which product types or custom formula types are taxable by default. For example, you may choose not to charge tax on raw herbs but apply tax to granules. These preferences are configured here.
Before applying taxes, you must create one or more Tax Accounts. A tax account defines the name of the tax and the rate charged.
Example: HST @ 13%
To add a tax account:
Click Add Tax Account.
Enter the Tax Name.
Enter the Tax Rate (without a percentage symbol).
Mark the account as Active.
Save the tax account.
After creating a tax account, you must define when that tax is applied. This is done using Tax Rules.
Navigate to Admin → Settings → Orders → Tax Settings → Tax Rules.
Tax rules determine when a tax is charged based on the recipient’s location. Taxes can be applied using geographic Zones, such as:
Country
State or Province
City or Town
ZIP or Postal Codes
Many zones are already preconfigured in your dispensary. You may also create custom zones, such as a specific list of postal or ZIP codes.
To create a tax rule:
Enter a Rule Name (typically the zone name, e.g., Canada).
Click Add Tax Rule.
Select the Zone the tax should apply to (for example, Canada).
Select the Tax Account to use.
Choose the Tax Behavior.
(Optional) Enter a description.
Click Submit.
Once created, the tax will be applied to orders where the recipient is located within the selected zone.
If an order is marked for pickup, taxes are calculated using the physical address of your dispensary, as defined in your account settings.