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In Magento, we can create Tax Rules that determine the amount of tax that a customer pays, based upon the shipping address, product class, and customer class. Each customer is assigned to a customer class, and each product is assigned a product class. Magento 2 analyzes the shopping cart of each customer and calculates the appropriate tax according to the customer and product classes, and the region. It’s very important for your revenue so why don’t learn to create Tax Rules by yourself?

How to create Tax Rules for Magento 2 site?

Step 1: Complete the Tax Rule Information

Firstly, on the Admin sidebar, tap Stores and choose Tax Rules. Then, In the upper-right corner, tap Add New Tax Rule .

create Tax Rules Magento 2

In New Tax Rules site, enter a Name for the new rule under Tax Rule Information. After that, choose the Tax Rate that applies to the rule.

create Tax Rules Magento 2

If you need to edit an existing tax rate, do the following:

  • Hover over the tax rate, and tap the Edit icon.
  • Update the form as needed, and tap Save .

create Tax Rules Magento 2

To enter tax rates, use either of the following methods:
Method 1: Enter Tax Rates Manually
Tap Add New Tax Rate and complete the form as needed. When complete, tap Save.

Method 2: Import Tax Rates
Firstly, Sscroll down to the section at the bottom of the page. To import tax rates, do the following:

  • Tap Choose File, and navigate to the CSV file with the tax rates to be imported.
  • Tap Import Tax Rates.
  • To export tax rates, tap Export Tax Rates.

create Tax Rules Magento 2

Step 2: Complete the Additional Settings

Tap Additional Settings to open the section. Then, do the following:

create Tax Rules Magento 2

Firstly, Choose the Customer Tax Class to which the rule applies. To edit a customer tax class, tap the edit icon. Then, update the form as needed, and tap Save . To create a new tax class, tap Add New Tax Class. Then, complete the form as needed, and tap Save .

Secondly, Choose the Product Tax Class to which the rule applies. To edit a product tax class, tap the edit icon. Then, update the form as needed, and tap Save . To create a new tax class, tap Add New Tax Class. Then, complete the form as needed, and tap Save .

In the Priority field, enter a number to indicate the priority of this tax, when more than one tax applies. If two tax rules with the same priority apply, then the taxes are added together. If two taxes with different priority settings apply, then the taxes are compounded.
If you want taxes to be based on the order subtotal, mark the Calculate off Subtotal Only checkbox.
In the Sort Order field, enter a number to indicate the order of this tax rule when listed with others.

Finally, tap Save Rule .

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