Sales Tax Profiles

The Lime Light CRM gives you the ability to create sales tax profiles which can be assigned at the campaign level. To create a sales tax profile, please go to Payment > Sales Tax Profiles and click on Add Sales Tax Profile. The following provides an explanation of the fields to assist you with creating a sales tax profile.

 

Name

Choose a name for your sales tax profile.

Description

Provide a description of your sales tax profile.

Select a Country

Select the country that is applicable to your sales tax profile. If you select a country other than the United States, then you will only be able to apply a country sales tax percentage to your profile.

When creating a new sales tax profile with a country which is included on an existing profile, the country sales tax percentage from the existing profile will auto-populate in the new profile.

If you change the country sales tax percentage on a new or existing sales tax profile, then that change will apply to all other sales tax profiles which include that country.

 

Select a State, Province, or County, etc.

Select the state, province, or county, etc. (Based on country selection) that is applicable to your sales tax profile

State, Province, or County, etc. Sales Tax

Enter a state, province, or county, etc. sales tax percentage. When creating a new sales tax profile with a state, province, or county, etc. which is included on an existing profile, the state, province, or county, etc. sales tax percentage from the existing profile will auto-populate in the new profile.

If you change the state, province, or county, etc. sales tax percentage on a new or existing sales tax profile, then that change will apply to all other sales tax profiles which include that state, province, or county, etc.

 

Apply Local Tax

Select the box if you wish to apply local taxes to your profile. You can apply local taxes to either an entire county, or just a city within a county.

*Currently you can only apply a local tax to counties/cities within the United States.

County

Select the county in which a local tax will be applied.

 

Local Sales Tax

Enter a local sales tax percentage.

 

Address to Tax

Select whether your sales tax profile will apply taxes to the customer’s shipping or billing address.

 

Apply Tax to Shipping

Select whether or not your sales tax profile will also tax the shipping amount of a customer’s order.

 

Profile Active

Select whether or not to keep your sales tax profile active.

 

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