Sales Tax

Centralized sales tax setup for consistent tax calculation across payments and billing

Sales Tax allows merchants to apply applicable taxes to transactions based on configured tax rules and categories. It ensures accurate tax calculation, transparency in invoicing, and compliance with regional tax requirements.

Sales Tax can be applied to:

  • One-time payment invoices
  • Recurring billing contracts

How Sales Tax Works (High-Level Flow)

  • Configure Sales Tax and Tax Categories at the merchant level
  • Associate tax categories with products or purchases
  • Apply taxes automatically during invoice generation
  • Tax amounts appear as separate line items in invoices and receipts

Configuration of Sales Tax

Sales Tax must be configured before it can be applied to payments or recurring contracts.

This configuration is performed at the merchant level and includes:

  • Creating Taxes
  • Creating Tax Categories by mapping Taxes to Tax Categories

a. Configure Taxes

A Tax represents a specific tax rule that defines how tax is calculated.

Parameter

Required

Description

name

Display name of the tax (for example, Sales Tax).

rate

Tax rate in decimal format used for calculation (for example, 0.089).

Note: rate must be configured in decimal format and is automatically converted to a percentage (for example, 0.089 → 8.900%).

description

Brief description of the tax (for example, GA Sales Tax).

A Tax can exist independently and can be reused across multiple Tax Categories.

  • Our system processes the request and returns a response indicating the outcome. You can learn the outcome of the request via GET /checkout/v3/tax/{taxId} , that shows:
    • taxCategories: A list of Tax Categories to which this tax is associated.
  • Use the PUT /checkout/v3/tax/{taxId} endpoint to update details of an existing Tax.

b. Configure Tax Categories



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