Automatically add sales tax to item purchases to comply with local laws and regulations.
Some states require that sales tax be added to any purchases made through your fundraisers. If you’re selling taxable items, you may need to report these purchases to the state and pay taxes. Be sure to check your state’s rules and regulations before you start fundraising.
Sales tax can be applied to the following items:
- Simple Store (Sale) items
- Auction items
- Crowdfunding Perks
- Event Tickets
- A-Thon or Peer-to-Peer registrations
Taxes only apply to purchased items. If a donor purchases an item and gives a donation at the same time, the sales tax will not be applied to the donation.
When enabled, sales tax will be automatically added at checkout:
How to collect sales tax
- Go to Campaigns in the left menu.
- If you have chosen list view, click on the Title of the Campaign. If you have chosen grid view, click on the Campaign Image.
- Click Campaign Setup*.
- In the timeline at the top, click on the heading of the Campaign type you’re running (Auction, Sale, etc.).
- Scroll until you find Do you want to collect sales tax for items?
- Check the box next to “Add sales tax to item totals at checkout”.
- Enter the sales tax amount.
- Click Save at the bottom of the page.
And that’s all there is to it! The sales tax will be displayed to purchasers in the confirmation receipt that is emailed to them immediately after their purchase.
Good to Know
- If you add sales tax, you can use the View Donations report to track how much you’ve accumulated: View and Export a List of Donations and Donor Information.
Note: Terminology on these buttons may be different according to the terminology that you’ve chosen for your Campaign.