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Hi friends,

As you know, Tax rates generally apply to transactions that take place within a specific geographical area. In Magento 2, the Tax Zones and Rates tool enables you to specify the tax rate for each geographical area from which you collect and remit taxes. Because each tax zone and rate has a unique identifier, you can have multiple tax rates for a given geographic area. So in this post, we will introduce to you how to set up Tax Rules in Magento 2.

How to define a new tax rate in Magento 2?
Firstly, on the Admin sidebar, tap Stores and choose Tax Zones and Rates. Then, in the upper-right corner, tap Add New Tax Rate.

 set up Tax Rates in Magento 2

In New Tax Rate site, enter a Tax Identifier. To apply the tax rate to a single ZIP or postal code, enter the code in the Zip/Post Code field.

The asterisk wildcard (*) can be used to match up to ten characters in the code. For example, 90* represents all ZIP codes from 90000 through 90999.

 set up Tax Rates in Magento 2

To apply the tax rate to a range of ZIP or postal codes, do the following::

  • Mark the Zip/Post is Range checkbox.
  • Enter the first ZIP or postal code in the range.
  • Enter the last ZIP or postal code in the range.
  • Choose the State where the tax rate applies.

How to edit an existing tax rate in Magento 2?
On the Admin sidebar, navigate to Stores>Tax Zones and Rates. Then, find the tax rate in the Tax Zones and Rates grid, and open the record in edit mode. (If there are many rates in the list, use the filter controls to find the rate you need.)

 set up Tax Rates in Magento 2

Make the necessary changes to the Tax Rate Information. Maybe you can update the Tax Titles as needed. When complete, tap Save Rate .

Besides, If you conduct business in several states and ship a large quantity of product, it is more efficient to download tax rates by ZIP code than enter the rates manually. The rates can then be imported into Magento.

To import Tax Rates to Magento 2, we follow this process:

Step 1: Export the Magento Tax Rate Data

On the Admin sidebar, tap System and choose Import/Export Tax Rates. Then, tap Export Tax Rates and click to Export Tax Rates button.

 set up Tax Rates in Magento 2

The exported Magento tax rate data includes the following columns:

  • Code
  • Country
  • State
  • Zip/Post Code
  • Rate
  • Range From
  • Range To
  • A column for each store view

Open the new tax rate data in a second instance of the spreadsheet, so you can see both, side by side. In the new tax rate data, take note of any additional tax rate data that you might need to set up in your store before the data is imported. If you need to import additional tax zones and rates, you must first define them from the Admin of your store, and update the tax rules as needed. Then, export the data, and open the file in OpenOffice Calc, so it can be used for reference.

Step 2: Prepare the Import Data

You now have two spreadsheets open, side by side. One with the Magento export file structure, and the other with the new tax rate data that you want to import. Now you can fill data for new tax rate base on the exported tax rate. When complete,  save the prepared data as a .CSV file. When prompted, verify that a comma is used a Field delimiter, and double quotes as the Text delimiter. Then, tap OK.

Step 3: Import the Tax Rates
On the Admin sidebar, tap System. Then under Data Transfer, choose Import/Export Tax Rates. Tap Browse , and choose the .CSV tax rate file that you prepared to import. Then, tap Import Tax Rates .

 set up Tax Rates in Magento 2

It might take several minutes to import the data. When the process is complete, the message, “The tax rate has been imported” appears. If you receive an error message, correct the problem in the data and try again.

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