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

At a high level, you can decide whether or not a subscription plan 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 and choose the plan you wish to modify.
  2. Click "Plan Actions" at the top of the plan details page, and then "Edit Plan."
  3. Tick the "Collect Tax" box to enable, or uncheck it to disable.
  4. If enabled, a "Tax Code" field will become visible, allowing you to configure custom codes, usable for custom rules in AvaTax.