Automatic Sales Tax

YoPrint can calculate sales tax automatically for orders on qualifying US plans (all subscription tiers and active trial accounts with a United States billing region). Automatic Sales Tax works out the tax on an invoice when three conditions are met: a company location in the United States is marked as a nexus, the order has a billing or shipping address, and the customer is not marked as tax-exempt.

Open Tax Presets

You can review your tax presets in Settings. Automatic Sales Tax is enabled by default on US plans, but it calculates $0.00 tax until you configure a United States nexus.

1. In the Settings sidebar under Configuration, click Tax Presets.

   

The Automatic preset appears in the preset list:

• The Default badge indicates that YoPrint automatically applies this preset to new invoices.
• The System badge indicates that YoPrint manages the tax calculation automatically without manual rate entry.

Choose Automatic as the default

New accounts on US plans have Automatic set as the default tax preset. When Automatic already has the Default badge, its actions menu is disabled because it is active and cannot be edited or removed. If your shop changed this setting and another preset currently has the Default badge, restore Automatic as your default preset:

1. On the Automatic row, click the actions menu (...).

   

2. Click Set as Default.

   

Because Automatic is a built-in system preset, its actions menu does not include Edit, Disable, or Remove. Automatic Sales Tax manages rates and calculation rules automatically without shop-level customization; if your shop needs custom percentages, flat tax amounts, or custom rules, set up manual tax presets instead.

See which location is a United States nexus

A sales tax nexus is a business location where your shop has a tax obligation and collects US sales tax. YoPrint only calculates automatic sales tax when at least one company location in the United States is designated as a nexus.

In Settings, go to Overview and scroll down to the Company Location section. YoPrint determines location eligibility from the country on the location's address. Note that having a checkmark in the Nexus column for a location outside the United States does not activate US sales tax calculations.

To enable automatic tax calculations for a US location:

1. On the United States location row where the Nexus checkbox is empty, click the actions menu (...).

   

2. Click Add to Nexus.

   

Add the address on the order

On your sales order details page, Automatic Sales Tax requires a destination address to determine applicable state and local tax rates.

1. Select a customer billing address in Default Bill To.

   

2. Leave Default Ship To blank if the customer will pick up the order in person.

   

   If you are shipping the order, select the delivery destination in Default Ship To. YoPrint automatically recalculates sales tax using the shipping address instead of the billing address.

When Default Ship To is empty, helper text beneath the field displays Leave blank for in person pickup, and YoPrint uses the Default Bill To address to calculate tax. For in-person pickups where local shop tax differs from an out-of-area billing address, enter your shop's address in Default Ship To or select a manual tax preset.

Read the tax on the invoice

1. In the Invoice section of your sales order, double-click the invoice row to open it.

   

The Edit Invoice dialog opens. When automatic tax is active:

• The invoice displays the Auto Managed badge.
• Under Tax, the Select Tax dropdown displays Auto tax.
• The invoice summary displays the calculated rate and tax amount, for example, Tax (8.25%) and $13.20.

The Select Tax menu also offers Manual Tax Percentage (%) Amount and Manual Tax Value ($) Amount for custom rates, as well as Tax Free to apply shop-managed untaxed presets. Automatic Sales Tax evaluates state-specific shipping taxability automatically based on destination rules.

2. Click the close button (✕) to close the invoice dialog.

   

Mark a customer tax exempt

If a customer is exempt from sales tax (such as a registered non-profit, reseller, or government entity), you can mark their customer account as tax-exempt. YoPrint will charge no sales tax on their orders.

In the sidebar under Sales, click Customers and select your customer to open their record:

1. Click the Finance & Assigned tab.

   

2. In the Billing & terms card, click Edit.

   

3. In the Edit billing defaults dialog, turn on the Tax exempt toggle.

   

The Resale number and TIN fields in this dialog are optional record-keeping fields for audit and invoicing reference; only the Tax exempt toggle changes tax calculation behavior.

4. Click Save changes.

   

On new orders and new invoices created for this customer, YoPrint displays the Tax Exempt Customer badge, and the tax calculates as $0.00 while Select Tax remains on Auto tax.