How can we make a plan or item taxable or tax-exempt?

At a high level, you can decide whether or not a subscription plan or item is eligible for tax and, if taxed, define the tax type which is used for more advanced tax calculations.

To modify the taxable status of your plan:

  1. Go to Configuration > Plans or Configuration > Items and choose the plan you wish to modify.
  2. Click "Plan Actions" or "Item Actions" at the top of the page, and then "Edit Plan" or "Edit Item."
  3. Tick the "Collect Tax" box to enable, or uncheck it to disable.
  4. If enabled while using AvaTax, a "Tax Code" field will become visible, allowing you to configure tax codes which can also be used for custom rules.