Magento Open Source 2.3.x

This is the 2.3 Beta release version of Magento documentation. Content in this version is subject to change. For additional versions, see Magento Documentation and Resources.

General Tax Settings

The following instructions take you through the basic tax configuration for your Magento installation. Before setting up your taxes, make sure that you are familiar with the tax requirements of your locale. Then, complete the tax configuration according to your requirements.

AdminThe password-protected back office of your store where orders, catalog, content, and configurations are managed. permissions can be set to restrict access to tax resources, based on the business “need to know.” To create an Admin role with access to tax settings, choose both the Sales/Tax and System/Tax resources. If setting up a website for a region that differs from your default shipping point of origin, you must also allow access to the System/Shipping resources for the role. The shipping settings determine the store tax rate that is used for catalog prices.

To configure the general tax settings:

1. On the Admin sidebar, choose Stores. Then under Settings, choose Configuration.
2. For a multisite configuration, set Store View to the website and store that is the target of the configuration.
3. Complete the following configuration settings. If necessary, clear the Use System value checkbox of any settings that are grayed out.
4. When complete, tap Save Config.