How do I Create a Tax Profile?

How do I Create a Tax Profile?

Tax profiles can be used to add a percentage fee to your payment request, POS Link, or campaign page. Follow the steps below to add a tax profile to your payment page.

Step 1: Go to the Setup Menu by clicking on your email address at the top right. Select ‘Configuration’.

Step 2: In the left sidebar, select ‘Tax Profile’.

Step 3: Click ‘Add New Tax Profile’.

Tax Name: This is the name of the tax profile which you will select when creating your payment request or campaign.

Tax Percentage: This percentage will be calculated from the total and added to your customer or donor’s final amount.

Tax Label: Use the tax label to describe the tax fee for your customer or donor on the payment page.

Step 4: When creating a payment request or campaign, select the ‘Tax Name’ you created and this will be applied to the payment page for that payment request or campaign.