Sales Page Tax Calculation: What You Need to Know 🧾

Purpose: This article explains how tax calculation works on the Sales Page and what every sales team member needs to do before processing a payment, sending a checkout link, or closing an Opportunity.

The One Rule That Matters 🔑

Click "Calculate Tax" on every order, every time.

Tax is calculated automatically by the system. You do not need to know any tax rates, and you never enter tax amounts manually. Your only job is to make sure "Calculate Tax" has been clicked before you process a payment, send a checkout link, or close an Opportunity.

Tax currently applies to customers in the United Kingdom (20% VAT) and Australia (10% GST). All other customers will show $0.00 in the TAX column. A result of $0.00 is a valid outcome. Do not skip the "Calculate Tax" step just because you expect no tax to apply.

How to Get to the Sales Page

Open the Opportunity and select the green "Update" button. This opens the Sales Page where tax is calculated.

Building an Order

• Add all products, quantities, and prices as usual.
• Confirm the customer's address is entered. At minimum, Country and ZIP or postal code are required. A full address gives the most accurate result.
• Select "Calculate Tax."
• Tax amounts will appear in the TAX column next to each product line.
• How to confirm it worked: the page refreshes with no error message at the top. The TAX column may show $0.00 or appear blank if no tax applies. This is still a successful calculation.
• Save or continue to payment as normal.

Calculate Tax Again If Anything Changes

Any change to the order means the previous tax amount is no longer current. Recalculate before proceeding if you:

• Add or remove a product
• Change a quantity, price, or discount
• Update the customer's address

Processing a Payment

• Tax must be calculated before a payment can be processed.
• If the order has changed since the last calculation, click "Calculate Tax" again before processing.

Sending a Checkout Link

• Select "Calculate Tax" before sending the link. The system will not send the link if tax has not been calculated or if the order has changed since the last calculation.
• If you do not have the full address yet: you can still calculate tax with just the customer's Country and ZIP or postal code. Enter those two fields, click "Calculate Tax," and then send the link. If the full address is added later, recalculate before the next step.

Closing an Opportunity

• An Opportunity cannot be moved to Closed Won until tax has been calculated.
• If payment was processed through the Sales Page, this is already handled and closing works normally.
• If the close is blocked, select the green "Update" button to open the Sales Page, click "Calculate Tax," save, and then close the Opportunity.

Common Messages and How to Resolve Them

• "Tax must be calculated before processing payment": Click "Calculate Tax," let the page refresh, then process the payment again.
• Error when saving Opportunity as Closed Won that mentions tax: Open the Sales Page via the green "Update" button, click "Calculate Tax," save, then close the Opportunity.
• Checkout link will not send: Open the Sales Page, click "Calculate Tax," save, then send the link again.
• Tax calculation error or "service unavailable": Confirm the address includes at minimum Country and ZIP or postal code, then click "Calculate Tax" again. If the issue continues, contact Business Operations.
• TAX shows $0.00 when you expected a tax amount: A zero result can be correct. As long as "Calculate Tax" completed without an error, the order is ready to proceed. If the customer has questions about the amount, direct them to Business Operations. Do not adjust the order manually.

Who to Contact

For any issue with tax calculation, contact Business Operations - PLEASE SUBMIT A TICKET VIA ZENDESK. They are best positioned to resolve it quickly so the sale is not delayed. Business Operations will involve the Technology team if a system issue requires it.