Tax on products below or above specific value. City Tax List / Item tax List

  • Resolved backt0thefuture

    (@backt0thefuture)


    6 months, 2 weeks ago

    Some USA states have their own percentages on tax when it comes to clothing, accessories/handbags, and other specifics regarding total price for the item. In this case, can I add the specific sales tax on those type of categories? Which is the best way that would woocommerce would even know the difference of categories within our tax class list created?
    Woocommerce>Settings>Tax>Tax options>Additional Tax Classes
    Does this depend on the product details asigned via quick edit for the product’s list choice under “tax class”? Do we have to make seprate tax rate table list for each type of category of items sold?!
    It would be so nice to have the shipping tax class based on one outstanding CVS tax class table list file uploaded, but where could I find this? Are there any list available for each city and/or not just standard tax list for states? I rather avoid plugins. If one can be recommended, please list below. (I am concern that the plugin isn’t updated as laws for taxes are always changed).
    Would it be recommended to use the “Shipping tax class based on cart items” ? (Woocommerce>Settings>Tax>Tax options) This would then mean every single item listed must have the selected “addtional tax class list” applied to adapt the appropriate rate. Maybe this would help to then add “Display tax totals” as itemized with the “Tax Name” Column saying something likes Clothing Tax. This could help with taxes being more clear rather just a total of taxes listed with no clarifications? Honestly the customer doesn’t care for the titles but the IRS definitely would probabl like to see this.

    What does the Priority column do exactally? If the city tax is listed without the zipcodes, would this mean any items sold and shipped to any “New York” City zipcode would receive the correct 8.875% total? Or do I need to add each zipcode (which are just too many!)?
    For example in New York City, sales tax is 4.875% but NY state has only 4% state tax, bringing it to a total of 8.875%. So it would make sense to have both taxes written under the same tax rate table list (ex. Woocommerce>Settings>Tax>Standards Rates). I would leave the priority 1, while the only different data would be the city listed. So my guess every sale regardless of zipcode under “New York” City should automatically get the extra 4.8755%, correct?
    But the next issue would be, also in New York City, clothing items that are over $110 are tax but under will not be. How could we have something like this written in our tax lists? Where can I find a CVS file to upload with the latest 2024 tax list for USA regarding specific item classes for clothing, food, accessories, fine jewelry and other such specifics?

Viewing 2 replies - 1 through 2 (of 2 total)

  • Hi @backt0thefuture,

    Thank you for reaching out. I understand that managing taxes can be quite complex, especially with different rates for specific categories and locations. Let’s tackle your queries one by one.

    Tax Classes for Different Categories:
    Yes, you can add specific sales tax rates for different types of categories by creating additional tax classes in WooCommerce. This is done under WooCommerce > Settings > Tax > Tax options > Additional Tax Classes. You can assign these tax classes to your products when you edit them, either individually or using the bulk edit feature.

    Creating a Tax Rate Table:
    For each tax class you create, you will need to make a separate tax rate table. This allows you to set different tax rates for different categories of items sold. You can find detailed instructions on setting up tax rates here.

    CSV Tax Class Table List:
    Regarding the CSV file for tax rates, WooCommerce doesn’t provide a pre-made list as tax rates are subject to change and vary widely. However, you can create your own CSV file following the format specified in the WooCommerce documentation and upload it under WooCommerce > Settings > Tax > Standard Rates.

    Shipping Tax Class Based on Cart Items:
    Using the “Shipping tax class based on cart items” option can indeed help clarify tax totals for both customers and for IRS reporting. This setting applies the highest tax rate from the cart to the shipping cost. If you have different tax rates for different products, you’ll need to ensure that each product is assigned the correct tax class.

    Priority Column:
    The priority column in the tax rates table determines which tax rate should be applied first if multiple rates apply to the same product. For example, if you have both state and city taxes, you can set different priorities to decide which one gets calculated first.

    City Tax Without Zipcodes:
    If you list a city tax without specifying zip codes, it will apply to all addresses within that city. However, for accuracy, especially in cities like New York with varying rates, it’s recommended to specify zip codes. You can use wildcard characters to cover a range of zip codes.

    Tax Rates for Specific Item Values:
    For items like clothing in New York City, where items over $110 are taxed differently, you’ll need to set up tax classes for these specific scenarios. Unfortunately, WooCommerce doesn’t support tax rates based on item prices out of the box. You might need a plugin for this specific functionality.

    Finding a CSV File for 2024 Tax Rates:
    For the latest tax rates, you might need to source this information from a tax authority or a professional service that provides this data. Once you have the rates, you can format them into a CSV file as per WooCommerce’s requirements and upload them to your site.

    I hope this helps clarify your queries! If you have any more questions or need further assistance, feel free to ask. We’re here to help!

    Hi there ?? We haven’t heard back from you in a while, so I’m going to mark this as resolved – we’ll be here if and/or when you are ready to continue.

Viewing 2 replies - 1 through 2 (of 2 total)
  • The topic ‘Tax on products below or above specific value. City Tax List / Item tax List’ is closed to new replies.