Setting Up Taxes Configuration in Your eDirectory

Introduction

The eDirectory platform offers the flexibility to configure a sales tax amount that can be automatically added to each transaction processed through your system, as needed. This feature ensures compliance with tax regulations and provides transparency to your users during the purchase process. This step-by-step guide will walk you through the simple process of enabling and configuring the tax settings within your eDirectory Site Manager.

Steps to Configure Tax Amount:

1. Navigate to Tax Settings:
   • Log in to your eDirectory Site Manager.
   • Go to "Settings" -> "Products & Plans" -> "Additional settings & payment gateways"

2. Enable and Define Tax Details:
   • On the "Miscellaneous" page, click on toggle button next to "Enable Tax."
   • Once enabled, you will see fields to customize your tax:
     • Tax Label: Enter the label you want to display for the tax (e.g., "Sales Tax," "VAT").
     • Percentage: Enter the tax rate as a percentage (e.g., 7.5 for 7.5%).
   • After entering the desired tax text and value, click the "Save Changes" button.

3. Tax Visibility on Advertise and Checkout Pages:
   • The tax will be itemized on the "Check Out" pages, ensuring full transparency regarding the final purchase price. The eDirectory system will automatically calculate and include the tax in the total amount.

4. Tax Visibility in Member Area:
   • The tax amount will also be visible to members on their order history and check pages within their "Members Area," providing a clear record of the tax applied to their transactions.

Conclusion

By following these straightforward steps, you can easily configure the sales tax settings within your eDirectory system. Enabling and defining the tax text and value ensures that the appropriate tax amount is automatically calculated and displayed to your users throughout the purchasing process, both on the front-end and within their member accounts. This feature promotes transparency and helps maintain compliance with applicable tax regulations. Should you have any further questions or require assistance, please do not hesitate to contact our support team at support@edirectory.com.