How to set separate - itemized - sales tax rates per item in my Square Online site?

The title of this post has been edited from the original: How to set separate sales tax rates per item in my Square Online site?

We are a bakery that sells different categories of items that our state (CO) taxes differently.

 

For example, bread that is sold packaged to be eaten at home is exempt from state retail sales tax whereas a ready to eat pizza includes the state retail sales tax.


This results in us having different items that we need to tax at different rates.

 

In the Square Register, this is easy enough to do. In the Square Online site, however, I don't see any way to set tax rates by the item - only by the location.

 

How can this be resolved? Thank you!

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Solution

You can now use itemized tax rates for pickup and delivery orders in your online Square Dashboard!

Thanks for popping in here to let this thread know that feature has been rolled out, @Darla_! I wanted to jump in to provide a bit of detail for anyone who hasn't had a chance to check out the change. To get started, you'll head to your Square Online Overview page > Settings > Taxes and look for the Tax rates & calculations section:

 

Here, you'll want to toggle on one or both of options, as shown above - depending on how you'd like to use the itemized taxes. Learn more about itemized taxes by checking out this article from our Support Center!

 

Note: Shipping orders will still use the tax rates set in the Square Online Overview page settings.

Valentina
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Hi there, @RedLightRoaster - I can help clarify, here. This stamp is an indication that there is a confirmed answer from a Community Manager and Square representative. This stamp does not confirm a branded resolution by way of product offering, rather more-so a acknowledgement answer of current progress and company visibility.

 

Thanks again for reaching out! 

Joe
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This is most likely a simple fix on the Weebly/Square end. Tax collection as we all know it, needs to be done properly and legally. By not allowing various rates applied for various taxable items, then we are being forced to tax illegally. Sales tax 5.3%, food tax, 2.5% and fuel tax 1.0%. These are the various tax rates I would personally need for our online store. So, 2 of my 3 items would be taxed incorrectly. Please, like all of us in this thread, expedite this issue and resolve it. 

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Hi Joe,

 

Any chance there is someone I can speak with at square/ weebly?  Seems like we (sellers & square) are all in violation of many local laws, and this should be a high priority item.  I'm pretty sure legal departments would lose their mind on this one. Can you escalate this to a high priority?  I may have to move my online ordering to another platform which would really be a shame since so much time and money has been invested in Square at this point, and we love so many things about Square for Restaurants so far!  Any help is appreciated- thanks.

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Hi @elponce,

 

I recommend contacting our Weebly Team directly. Hi there! They will be your best resource in getting this inquiry addressed.

Check out ways on how to get in contact with them by visiting here.

Alex_
Community Moderator, Square // Moderador de la Comunidad, Square
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I finally had to switch to Woo Commerce because I refuse to get into trouble regarding tax because of this very simple issue. Now I've opened an entirely different can of worms because--while square and woo are supposed to sync--there are many fails. All we want is a COMPREHENSIVE system that works!

 

THIS ISSUE NEEDS TO BE FIXED!!! The Square online store is completely useless to those of us in this situation.

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I have contacted the weebly team directly multiple times. It’s always “oh yeah we can help you set up your taxes”. Then “oh wait the system won’t do that”, “we will look into that & let you know“ then months later when I contact them it’s the same exact thing. Like they have no idea we’ve already had this conversation.  So frustrating. I’ve done that 3 times since March.

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Hear hear!!

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Is there any movement on this issue yet?

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I find this critical as well! I am in northern Virginia and I have state and local general sales tax, city meals tax, and a state reduced grocery tax.

 

This really becomes a problem when I have to charge my customers a collective 10% on prepared items, vs. 2.5% reduced grocery tax rate for a bag of coffee beans.

 

Not only is it incorrect, but I'm not sure it's lawful to collect incorrect tax amounts from customers.

 

Please Square/Square Online (weebly) address this issue soon!

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I must speak up as well. I have been very happy with the ease of Square into a Weebly online site. But if this cannot be addressed ASAP, I will have to move to another platform, which gives me so much anxiety due to all the time I've invested in these apps. 

 

PLEAE ADDRESS ASAP!! Again, this is a legal issue in which you are not allowing us to LEGALLY collect and pay sales tax.

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I live in a state where food & beverage is taxed differently than merchandise. Since we are currently only able to do curbside pickup service we're selling all our items (food, beverages & merchandise) through the web store and therefore need to be able to tax our items differently. I know there is a way to do this in the Square POS but I understand this is not yet possible in the web store. Does anyone else have this same issue? If there's enough need for it they may devote some resources to add that feature.

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Hello @uppoleto,

Thank you for posting in the Seller Community. Welcome.

 

I'm going to go ahead and check in with our Weebly Team on this, and will be back as soon as I have an update.

 

In the meantime, please let me know if you have any other questions by replying to this thread. 

Alex_
Community Moderator, Square // Moderador de la Comunidad, Square
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Hi this is an issue for our shop in Illinois too.  We have some food items that need 2.25% tax and other merchandise that's taxed at 10.25%.  

How am I supposed to make this work?  It's not a problem with the normal Square app. 

Please help, we're trying to go live with curbside pickup and shipping by next week.

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Square Community Moderator

Hey @Luppoleto and @FairTradeShop,

 

I moved your posts to an existing thread that goes over how the Online Store doesn't offer this feature at this time.

 

It's a popular feature request and hopefully something we'll be able to offer soon. We will update this thread if it becomes available so keep your eyes peeled. 👀

Ashley C
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Thank you for responding.  I hope this is a front burner issue that's being tackled soon.  This is not a "feature" but a necessity that your retailers are able to collect the correct taxes!

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I just wanted to say that I wholeheartedly agree...  we have been waiting on this fix for over six months, and it is being consistently called a "Feature Request" rather than a Critical Bug, as it should be.  We are ALL out of tax compliance because of this error in the software/app, and we are NOT seeing Square/Weebly take it seriously.  We really need a proper response and timeline for the fix!

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FYI - I received no notification that this had been solved.  In fact, I was on the phone with a rep TODAY and asked about this very same thing and if there was any update and the answer was that it had not.  They had no idea it had been addressed.  How is that even possible?

 

Just some feedback from a slightly less frustrated user.

Bruce
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Hey, they did it! The option popped up last week, I let it run for a bit to make sure there were no problems - IT WORKED! Thank you thank you thank you!

 

So, if you have your items set up in Square with the correct taxes, just go to Settings>Taxes on your Online Store. There's an option now for "Itemized Taxes." Just toggle it on for pickup/delivery. It will sync up. That's it! Thank you Square/Weebly for finally addressing this issue! Also for making it so easy to do, what a relief!

 

 

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They did!  I found it Tuesday!  This is the best news!

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I'm so glad they are taking a step in the right direction to fix this issue.  It still looks like it's a problem for any of us that ship items though.  Taxes for shipping can still only be set by location and don't have the option to have varying taxes for item types.  

 

Why not just make this available to toggle for all types of sales??

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👏 👏 thank you!!! Checking it now. 

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