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How to Set Up Tax Rules, Check Tax Reports and Calculate Sales Tax in WooCommerce?

Setting up tax rates within your WooCommerce store isn’t a choice you make but a mandate necessary for all store owners. When operating in multiple regions across multiple countries, it is important that the tax rates comply with the standard guidelines. This is where you must abide by the law and align your store tax rates accordingly.

In case you are just starting out or to say, you aren’t aware of the process to set up tax rates, this article will help you set up tax rules, calculate sales tax and find tax reports for your store.

Setting up tax rules

Setting up tax rules within your WooCommerce store is pretty easy.


  • Log in to the WooCommerce dashboard.
  • Click on settings and then select Tax.
  • Here, you will find all of the tax options listed.
  • Click on the name of the tax option to configure the same, set up tax rules, and get started.

Note: In case you wish to have a separate tax class, move down to the field of Additional Tax Classes. Here, in the next line, enter the name of the Tax Class. Click on save settings. Once you do this, you will find the name listed at the top along with other tax options.

Configuring the tax option

Now that you have the tax class, click on the name and the next page that opens will have multiple fields to be filled up. This is where we set up tax rates for different regions depending upon the need.

If you click on the newly created tax class, you wouldn’t find any row. Either way, click on the tab of Insert Row. As evident from the image above, there are 9 columns for the single row. To set up the custom-fit tax rule, the spaces are to be filled with the appropriate option.

Country Code – The first column asks you to enter the 2 digit country code. For example, if you want the rate to apply in the USA. Enter the US in the country code.

State Code – The second column asks you to enter the 2 digit state code. For example, if you want the rate to apply in California. Enter CA in the country code. In case you wish the rate to apply in all states of the country, leave the box blank.

ZIP/Postcode – Similar to the state code, we have the zip code. To specify the particular areas, you can simply enter the postal code and separate them with a semicolon. Also, you can enter a range of codes together. For example, for all zip codes starting with 90, you can enter ’90*’.

City – The fourth column asks you to enter the city. For example, if you want the rate to apply in Los Angeles. Enter Los Angeles under the city column. In case you wish the rate to apply to all cities of the country, leave the box blank.

Rate % – Here is where you specify the tax rate for the chosen city in the given country. Remember that the field requires you to enter the rate in four decimal places. For example, if you want the tax rate to be 9%, the value to be entered is 9.0000.

Tax Name – Enter the name of the tax.

Priority –It may happen that a particular checkout page has more than one tax rate applicable, accounting for a conflict. To resolve the same, you must set a priority.

Compound – Considering the above, if you want the mentioned rate to take over others, simply click on the checkbox here.

Shipping – Finally, if you want the tax rate to be applied after the addition of the shipping fee, check this box. If not, leave it as it is.

Once done, click on save changes to reflect them in the store.

Calculating Sales Tax

Now that we have the tax rate created, let’s run down a few examples to see how the above works.

Example One: Set up a sales tax of 6% for all of the US.

As evident, we need to calculate sales tax at 6%. Click open the tax option and in the find column, enter the US. Since the rule applies to all of the states, regions, and cities in the US, leave the spaces blank. In the tax rate field, enter 6.0000.

Type in Sales Tax as the name. We now set the priority to 1 and then select that the tax must apply to the shipping fee as well. Click on save and we are done.

If you create a test order, you will find that the tax calculated is 6%.

How to view tax reports?

The next thing we will see is how to view tax reports. WooCommerce has built-in settings that give its owners the ease to view tax reports as and when they want. To do the same, move to WooCommerce > Reports > Taxes > Taxes by date.

This allows you to enter the time frame for which you wish to view the report. From the month to the number of orders placed, total sales, shipping, the tax, and net profit, the report will give you information about all.

Set Up Tax Rules

In case you wish to view the tax report in terms of the tax codes, click on Taxes by Code to view the same.

Set Up Tax Rules

Conclusive Words

Setting up tax rules and calculating sales tax is easy for WooCommerce users. You just need the above-specified procedure and it will be done. In case you want professionals to handle this task for you, WPCustomify has a whole team that is expert in setting up WooCommerce tax, contact us.

How to Setup First Data Payment Gateway and How Automatic Refund Processed?

The First Data Gateway is a custom-fit solution that offers a simplistic buying experience. It is one of the easiest methods to induce the features and functionality of the payment gateway within a WooCommerce store. In addition to the above, the first data payment gateway renders an entire suite of assets leveraging which you can grow your online business.

While there are multiple ways to integrate the first data payment gateway in your online store, this article will tell you the correct solution. It is one of the best solutions and also the simplest. To put it this way, it enhances the payment capabilities of the website.

Further, the Virtual Terminal renders quick access to a centralized location that eases the process of executing transactions. As a matter of fact, it helps you with everything you need to complete a transaction.

  • Empower transactions with a secured infrastructure
  • Design your website in a way that helps process transactions for you.
  • Eliminate the possibility of fraudulent activities
  • Generate customized reports on every transaction with the same.

First Data Payment Gateway

When planning to integrate the first data payment gateway within your online store, you need to be careful about the methods chosen and the process followed. Here, we will help you understand the different ways to set up payment options using the first data payment gateway within your WooCommerce store.

When it comes to the WooCommerce store and the first data payment gateway, you can accept credit card payments without any hassle. In terms of the payment modes, the first data plugin has two different gateways:

  1. Payeezy Gateway: The first is the Payeezy Gateway that allows you to accept payments via a credit card directly on the site embedding the First Data plugin.
  2. Payment.js: The second one is the API method called payment.js. The Payeezy Gateway merchants have the provision to level up their Payeezy and benefit from the features offered by the Payment.js library. Besides supporting all the Payeezy Gateway features, Payment.js also aids tokenization of the client-side card information before sending the same. This adds to security, reducing the burden of PCI compliance.

Now that you know what the first data payment gateway is, let’s find out what makes this different from others. With the first data payment gateway, you can induce a variety of payment options within the online store. From Visa to MasterCard®, JCB, Diner’s Club, American Express®, and Discover®, the gateway encompasses all.

Integrating First Data Payment Gateway in WooCommerce Store

  •  Here, you are required to enter the store ID and the user ID along with a password to login to the first data account.

The details of the client are stored in the Owner Certificate p12 File.

The certificate stored in the *p12 file has the name as storeID.p12. For instance, if the store is something like 1210145234, then the client certificate file would have the name: 1210145234.p12.

This file will help you validate the client’s identity for Payment Gateway

So we have the store ID, next, we require a user ID and the password.

User ID is the user with access to the virtual terminal. When creating the merchant account, you might have had access to the same. The password would be the chosen password allowing the user to bypass authorization.

Once done, the next thing to do is sign in to your account. Click on the URL given here:

Now, move to the top right corner and click on Administration. Next, click on Terminals. The page will display your e-commerce terminals. Select the one to be edited.

Make changes to the different fields as and what needed. Move down and finally add the token value in the field that says Transarmor Token for the chosen terminal. The token can be any random four-digit value when you are testing the same.

This way you can easily configure the TransArmor Multi-Pay Tokenization with First Data Payment Gateway.

Accept Credit Card Payments with a breeze using First Data Payment Gateway.

Note that the payment gateway allows you to process refunds when the sale was initiated through the same card.

Now is the time to download and use the First Data Payeezy for WooCommerce plugin to set it up and the payment gateway for your online store. Use this download link and move to the next section.

How to set up the First Data Payeezy Payment Gateway?

Step 1: Login into WordPress dashboard

Step 2: Scroll down to the plugin section and click on Add new.
Step 3: Search for the plugin and download the same.
Step 4: Complete the setup and configuration process.
Step 5: Move to the WooCommerce settings and then click on Payment. Select WorldPay.
Step 6: Click on enable the plugin and then manage.

You are all set to use the plugin.

Now, in the WooCommerce > First Data Payeezy tab, you will be able to see options to set up the accepted card types, title, merchant token, transaction type, etc. fields. Fill in the desired values and Save Changes.

How the Automatic Refund Process can be initiated?

WooCommerce First data is the foremost gateway that allows store owners to process the refund automatically once initiated. You just need to go to the order, look for the refund button and click on it. The amount will be refunded to the same credit card from which it was received. To send it to another credit card, use the Refund manually button.

If you are sceptical about configuring First Data Payment Gateway for your WooCommerce store, you can hire WPCustomify experts to handle the task for you.