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medusa-store/www/apps/docs/content/user-guide/taxes/manage.md
Shahed Nasser bb87db8342 docs: prep for v2 documentation (#6710)
This PR includes documentation that preps for v2 docs (but doesn't introduce new docs).

_Note: The number of file changes in the PR is due to find-and-replace within the `references` which is unavoidable. Let me know if I should move it to another PR._

## Changes

- Change Medusa version in base OAS used for v2.
- Fix to docblock generator related to not catching all path parameters.
- Added typedoc plugin that generates ER Diagrams, which will be used specifically for data model references in commerce modules.
- Changed OAS tool to output references in `www/apps/api-reference/specs-v2` directory when the `--v2` option is used.
- Added a version switcher to the API reference to switch between V1 and V2. This switcher is enabled by an environment variable, so it won't be visible/usable at the moment.
- Upgraded docusaurus to v3.0.1
- Added new Vale rules to ensure correct spelling of Medusa Admin and module names.
- Added new components to the `docs-ui` package that will be used in future documentation changes.
2024-03-18 07:47:35 +00:00

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sidebar_position description addHowToData
2 This user guide explains how to manage taxes on the Medusa Admin. Learn how to edit their configurations. true

Manage Taxes

In this document, youll learn how to view and manage taxes in your Medusa Admin.

View Taxes

To view taxes:

  1. Click on Settings in the sidebar.
  2. Choose Taxes from the list of settings.

This opens the Taxes page where you can find a list of regions. This is because every time you create a region, a default tax rate is associated with that region.


Edit a Regions Taxes

To edit a regions taxes:

  1. Go to Settings → Taxes.
  2. Click on the region you want to edit the taxes for in the Regions section.

This opens a Details form to the right where you can edit the taxes calculation settings and manage the tax rates.


Change Tax Calculation Settings

:::tip

The save button only appears when you make changes to the settings.

:::

Change Tax Provider

The tax provider that you choose defines how taxes are calculated for products and shipping options on checkout. Medusa provides a default tax provider with the name “System Tax Provider”.

If you have integrated a custom tax provider and want to use it to calculate taxes in a region:

  1. Go to Settings → Taxes.
  2. Select a region whose taxes you want to edit.
  3. Change the selected tax provider in the Tax Provider field.
  4. Click Save at the bottom right.

Disable Automatic Taxes Calculation

By default, taxes are calculated automatically by Medusa. Theyre calculated in different places during checkout, such as when a shipping method is chosen or when a new product is added to the cart.

If you use a third-party tax provider and you want to avoid sending too many requests to the tax provider, you can disable this behavior.

:::warning

If you switch off automatic taxes calculation, the taxes must be calculated manually on checkout. If youre unsure how that works, please contact your technical team.

:::

To disable automatic taxes calculation:

  1. Go to Settings → Taxes.
  2. Select a region whose tax you want to edit.
  3. Check off the “Calculate taxes automatically” input.
  4. Click Save at the bottom right.

Disable Taxes for Gift Cards

To disable applying taxes for Gift Cards:

  1. Go to Settings → Taxes.
  2. Select a region whose tax you want to edit.
  3. Check off the “Apply tax to gift cards” input.
  4. Click Save at the bottom right.

Enabling taxes for Gift Cards follows the same process, except you check the input.