1. Click on Settings
2. Click on Ship-To States & Taxes
The States & Taxes Shipping tab has many crossovers so it is best to have each page open on different browser tabs so you can toggle back and forth to build your setup.
3. Turn shipping on or off for each state by choosing "Ship To" or "Prohibited"
If you select the "Ship To" option, customers will be able to place orders shipping to the individual state on your web store or through an allocation. By selecting the "Prohibited" option, customers will NOT be able to place orders if they are shipping to the individual state.
Go through all the states and adjust the settings based on where you have direct shipping licenses or work with your Fulfillment house to determine what states they will ship to.
4. 4. Click in the tax % field and enter the state-level tax amounts
If you are not using ShipCompliant, by entering a tax rate into the third column, it will apply a single or "blender" rate sales tax rate to orders from that state. So you will collect one single rate for the entire state regardless of zip code. It is important to add a rate for your home state, no matter your setup.
5. Select a Default Zone for each state
6. Choose which states you want to charge tax for freight by selecting "Yes" or "No"
Discuss the fifth column, "Tax Freight?" with a compliance consultant if you feel it may apply to your business.
7. (Optional) Check the box to "Disable ShipCompliant Tax for a state"
8. Click on Edit to set the specific shipping method available in this state
If you have a need to set a "state-specific shipping method," we can activate this for you upon request. For example, if you only ship 2nd Day Air to Hawaii, enabling this feature can then allow you to select and limit the choice to 2nd Day Air or other specific methods.
Please complete the setup of both the "Settings>States & Taxes" page and the "Settings>Shipping" page before starting to set a shipping method for each state.
9. Select your specific shipping method for the state
Check the "Active?" box next to the Shipping Method you want to enable for the state. If you don't want to offer the method, uncheck the box.
10. Click on Save in the lower right corner of the window
11. Click on Quick View to review your shipping methods by State
12. Click on Export All State Data
If you prefer the option of importing your setting for all states via spreadsheet, you can Export All State Data to view the template.
13. Update the data in the exported .csv
Enter Yes or No to enable the different Shipping Methods for each State. Enter 2-9 to set the zone in the ship_zone column. Enable or Disable orders by state by entering Yes or No into the permitted_to_ship. Enter your tax % in the tax_rate_pct column. Enter Yes or No in the bypass_sc_tax_rates to set ShipCompliant tax rates (for ShipCompliant users only). Enter Yes or No to set the tax_on_freight. Save the file as an MS-DOS.csv. Do not alter or delete any columns.
14. Click on Import All State Data
15. Attach the import File
16. Click on Upload
17. Click on Save Changes
