Taxes
On this page
Kartlo charges tax on online orders using tax rules you set up. A tax rule is a name, a rate and the place it applies to, such as VAT 5% for the United Arab Emirates. At checkout, Kartlo looks at the shopper's address, picks the rules that apply, and works out the tax on the products and the delivery.
You manage tax rules in SettingsTaxes.
View your tax rules#
Open Settings from your desk and choose Taxes. The Tax rules card lists every rule with its:
| Column | What it shows |
|---|---|
| Name | The name shoppers see at checkout, such as VAT 5%. |
| Rate | The percentage charged. |
| Region | The country and, if set, the province or state it applies to. |
| Pricing | Included in price, or Added at checkout. |
| Status | Active or Inactive. |
If you have no rules, Kartlo charges no tax on online orders.
Add a tax rule#
To add a rule:
- In SettingsTaxes, click New rule.
- Enter a Name, for example VAT 5%. Shoppers see this name on the checkout total.
- Enter the Rate (%), for example 5. You can use up to four decimal places.
- Pick a Country, or leave it on Everywhere to apply the rule to every address that has no more specific rule.
- Optionally enter a Province or state. Leave it blank to apply the rule to the whole country.
- Set Prices include tax (see below).
- Leave Active on and click Add tax rule.
Prices that include tax, or tax added at checkout#
Prices include tax tells Kartlo how your product prices are written:
| Setting | What happens | Example with 5% on a 100.00 item |
|---|---|---|
| On: Included in price | The tax is already inside the listed price. The total does not change; the checkout shows how much tax it includes. | Shopper pays 100.00, which includes 4.76 tax. |
| Off: Added at checkout | Tax is added on top of the listed price as a separate line at checkout. | Shopper pays 105.00: 100.00 plus 5.00 tax. |
Many countries expect consumer prices to include VAT. Check what applies where you sell.
How Kartlo picks the rules for an order#
At checkout, Kartlo matches active rules against the shopper's delivery address and uses the most specific ones:
| Order | Rule matches when |
|---|---|
| 1 | The country and the province or state both match the address. |
| 2 | The country matches and the rule has no province or state. |
| 3 | The rule is set to Everywhere. |
Only rules at the most specific level that matches are used. For example, if you have a rule for the whole country and another for one of its provinces, an address in that province uses only the province rule.
If two or more rules match at the same level, their rates are added together, and the checkout shows their names joined, such as GST + PST.
What tax is charged on#
- Tax is worked out on each product after its share of any discount.
- The delivery charge is taxed at the same rate.
- A rule with a rate of 0 is ignored.
What shoppers and you see#
- When tax is added at checkout, the checkout summary shows a line with the rule name and amount, and the total includes it.
- When tax is included in prices, the total stays the same and a note under it shows the tax it includes, for example Includes VAT 5%.
- Each order keeps the tax name, the tax amount and whether it was included, and shows them in the order summary in your desk.
Edit, pause or delete a rule#
Click the pencil icon on a rule to edit it, then click Save tax rule. To stop applying a rule without deleting it, turn off Active. Inactive rules stay on record but are not applied to new orders.
To delete a rule, click the bin icon and confirm.
Your tax registration number#
Your business's legal name, trade licence and tax number are kept under SettingsBusiness, and checked through business verification. They are separate from the tax rules on this page.