Setup Tax Rules in WHMCS

By on April 19th, 2016

As Entrepreneurs can now accept payments from most countries in the world via PayPal and various other payment gateways, internet-based businesses like web hosting services can grow to become an international player. WHMCS is a very powerful web hosting automation software that allows you to set up more than 50 payment gateways to accept payments from almost every country on the planet.

However, if you are expanding to different countries, you also have to manage different tax rates and classes according to the country or region. Luckily, if you are using WHMCS, you can manage multiple tax classes and rates collectively known as Tax rules. It is a very efficient feature that allows you to quickly set up and manage tax rules in your WHMCS installation.

In this tutorial, I am going to show you how to create and manage different tax rules in WHMCS.

Setup Tax Rules in WHMCS

First of all, log in to your WHMCS account and click on the Setup -> Payments -> Tax Rules option given in the main menu. Follow the screenshots given after every step.

Tax Rules

First of all, check if the tax support is enabled in your system. If it is not enabled, click on the Tax Enabled checkbox given on the Tax Rules page. Then, click on the Save Changes button given after the form.

Tax Rules

Once it is enabled, click on the Add New Tax Rule tab to create a new tax rule.

Setup Tax Rules in WHMCS

In this tab, you will see a form with a few fields that you have to fill. Enter the basic tax rule information like Name, Countries or a country, States or a state, and the tax rate. You have to enter the tax rate in percentage.

Setup Tax Rules in WHMCS

Finally, click on the Add Rule button to create a new Tax rule. You can then manage a specific tax rule from the list of Level 1  and Level 2 Tax rules.

So, this is how you can create and manage tax rules in WHMCS. If you have any questions regarding Tax rules in WHMCS, please let us know in the comment section given below. Or, you can also contact our support department to get quick help!

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