Pyle

How to Review Tax Setup ​

What This Task Does ​

This task helps you verify that tax behavior matches what your team expects. Use it when an order total looks wrong, a customer seems exempt when they should not be, or a destination is being taxed in the wrong way.

Before You Start ​

Make sure you have:

  • access to Settings > Taxes
  • an order or test checkout to compare against
  • the shipping address or destination you want to verify
  • enough context to know whether your project uses the database tax flow or a TaxJar-backed flow

If your project uses TaxJar, also confirm whether nexus or customer exemption behavior is part of the issue.

Steps ​

  1. Open Settings > Taxes.
  2. Check that the active tax rates match the country and state you expect.
  3. Confirm the percentage and active status for each rate involved.
  4. Open the order and review the tax lines in the financial details area if your project exposes that packaged order page.
  5. Look for any custom tax rate setup that might be applied automatically to the customer or order.
  6. Compare the shipping address against the territory or region the order should belong to.
  7. If your project uses TaxJar, confirm that nexus is configured for the relevant state.
  8. Re-check the order or quote total after the tax setup is reviewed.
  9. If the result still looks wrong, update the rate or related setup and test again.

What Happens Next ​

After the setup is corrected, future orders should use the new tax behavior. Existing orders may need to be refreshed or recalculated through the workflow your project uses.

Common Mistakes ​

  • checking tax rates without checking the shipping address
  • forgetting about custom tax behavior attached to a customer or order
  • assuming a region issue is the same thing as a tax-rate issue
  • expecting old orders to update immediately without a recalculation step

Sources:

  • packages/admin/src/Livewire/Admin/Settings/Taxes/Page.php
  • packages/admin/src/Livewire/Admin/Settings/Taxes/DataTable/CreateDialog.php
  • packages/admin/src/Livewire/Admin/Settings/Taxes/DataTable/EditDialog.php
  • packages/framework/src/Actions/TaxRate/GetOrderTaxRates.php
  • packages/framework/src/Actions/TaxRate/Provider/Database/GetOrderTaxRates.php
  • packages/framework/src/Actions/TaxRate/Provider/TaxJar/GetOrderTaxRates.php
  • packages/framework/src/Actions/TaxJar/CreateOrUpdateTaxExemptCustomer.php
  • packages/framework/src/Observers/NexusObserver.php
  • packages/framework/src/Actions/Order/CreateOrder.php