FunnelFox Payments Taxes

FunnelFox Payments Taxes adds tax to your checkout prices. You turn tax on per country and choose how it’s calculated — with a third-party provider, or from rates you enter yourself.

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How it works

FunnelFox Payments Taxes calculates tax at checkout and charges it together with the payment. Each country has a tax behavior that decides whether tax is part of the price or added on top:

• Inclusive: Tax is part of the price, so the amount charged doesn’t change.
• Exclusive: Tax is added on top of the price.

For a $20.00 monthly price point with a 20% tax rate, the checkout breaks down like this. Inclusive:

• Amount charged: $20.00
  • Subscription price: $16.67
  • Tax (VAT 20%): $3.33

Exclusive:

• Amount charged: $24.00
  • Subscription price: $20.00
  • Tax (VAT 20%): $4.00

With exclusive tax, the amount charged depends on where the buyer is, so it varies from one buyer to the next. Tax is reversed automatically when you refund an order. A partial refund reverses its share of the tax. Tax is also reversed when an authorized payment is cancelled, voided, or expires. You can always see the tax on the payment’s page in your FunnelFox Payments dashboard. The tax appears under the amount and in the Tax field of Order details:

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Customer address

Tax depends on the buyer’s location. By default, FunnelFox Payments reads it from the buyer’s IP. To calculate tax from the address the buyer enters, go to Taxes > Settings in your FunnelFox Payments dashboard and turn on Collect the customer’s location on the payment form. Checkout then shows a country selector, plus a ZIP or postal code field where it changes the tax, such as in the US and Canada. Tax is recalculated as the buyer types. Renewals and one-off charges use the location of the purchase they come from.

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Setup

Configure Taxes from the Taxes section of your FunnelFox Payments dashboard.

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Locations

The Taxes > Locations page in your FunnelFox Payments dashboard lists every country you process transactions in. Countries appear here automatically. For each country, the page shows:

• Gross volume (30d): The total charged in the last 30 days, tax included. Refunds aren’t deducted.
• Transactions (30d): The number of transactions in the last 30 days.
• Provider: None, Static, or Third-party provider.
• Behavior: Inclusive or Exclusive.
• Status: One of:
  • Collecting: Tax is on for this country.
  • Needs attention: Tax is off, but you had transactions here in the last 30 days.
  • Not collecting: Tax is off, and you had no recent transactions here.

Click a country to change its tax provider and behavior. The country page also shows this month’s volume, transactions, and net tax. For the US and Canada, it lists each state or province and flags those without an active registration or rate.

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Historical transactions

When you turn on static tax for a country you already sell in, past transactions have no tax. They aren’t included in tax reports until you process them. To process them, open the country on the Taxes > Locations page and click Process historical transactions. This isn’t available for the US.

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Tax rates

The Taxes > Static rates page in your FunnelFox Payments dashboard holds your static rates. FunnelFox Payments uses them for countries set to Static, and as a fallback for countries set to Third-party provider. To add a rate, click Add rate and set:

• Country: The country the rate applies to. One rate covers the whole country.
• State or Province: For the US and Canada only. A state or province rate overrides the country rate there.
• Rate (%): The tax rate, such as 20 for 20%.
• Display name: An optional name for the tax, such as VAT.

If a country has no rate, no tax is charged there.

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Fallback rates

If your third-party provider is unavailable, FunnelFox Payments charges the country’s static rate instead. Payments taxed with the fallback rate show a yellow warning icon next to the provider in the Provider column of Taxes > Transactions.

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Reports

The Taxes > Reports page in your FunnelFox Payments dashboard has two reports:

• Filing report: Totals per jurisdiction for a closed month, which is what you need to fill in a tax return. It covers static taxes only. For countries set to Third-party provider, use your provider’s dashboard.
• Reconciliation export: Transaction-level tax data as a CSV, including the current month.

To create a filing report, select a closed month and a country, then click Generate report. To export transactions, click Export CSV. Turn on Include declined transactions to add declined payments to the file.