Updating Tax Rates

Updating Tax Rates

When Tax Rates Change

Periodically, an American state or Canadian province or territory will change its sales tax rate. In Canada, that might be a change in the HST or PST sales tax rate or the federal government might change the national GST rate. When any of these rates change, you should update the sales tax table in your Volusion (Boost) catalog.

For example, HST rates changed for NB and NL as of July 1, 2016, HST rates changed for PE as of October 1, 2016.

When you initially signed up for your Volusion catalog, the state sales tax rate or HST/GST sales tax rate for each Canadian province and territory was set to the known rates at that time. If you were in a Canadian province that had a PST rate then the PST rate was set for your own province (at the time).

It is each dealer's responsibility to keep their catalog's sales tax rates updated whenever a rate changes.

It's easy to update the tax rate table in your catalog admin area yourself. You can also choose to ask Emerge2 to do the update for you (see below details).

To Update Your Tax Rates (DIY)

  1. Login to your Volusion admin area. (You will need to use your super-admin login, or we can add "tax-updates" permission to any of your existing admin logins.)
  2. Hover over "Settings" along the top and click "Tax"
  3. The listing will display each State/Province code and its currently loaded sales tax rate
  4. For any tax rate that needs to be updated, click "Edit" on that line
  5. In the small pop-up window:
    • Find the "Base Tax Title & Rate" line
    • Change the Sales/HST/GST rate (number) to be the new rate
    • If this entry is for your province/territory and if your province/territory uses "PST and GST" instead of HST, then find the "Second Tax Title & Rate" line and change the PST rate (number) to be your PST rate
    • Click the [Save] button
  6. Repeat steps 4 and 5 (above) for each State/Province code that has an incorrect tax rate
  7. Logout of the admin area (top-right cover, hover over your name and click "Log out")

Updates by Emerge2 on your Behalf

As an option, you can request that we (Emerge2) access your catalog admin area, scan each of your current tax rates and update any incorrect tax rates (based upon publicly available sales tax info). You will only be charged for our time at our normal hourly rate for the review and/or for any changes. You must ask us to do this. We do not monitor changes to all state and province sales tax rates and offer a service to update any rates whenever they change. If you know of a tax rate change or want us to review your rates, just ask us.

Later, if other tax rates change, you may ask Emerge2 to do another scan of your tax rates and to update any incorrect rates to the publicly available rates at that time, for a one-time fee.

To request Emerge2 to update your Volusion sales tax rates, please send your request by email to your normal Emerge2 contact or to support@emerge2.com

Reference: Canadian Sales Tax Rates

Here is a link to publicly available provincial/territorial HST/GST sales tax rates from the federal government:

PST Note: In addition to loading the HST/GST rate for each province and territory, if your province/territory uses "PST and GST" (instead of HST) then also load your PST rate into the "Second Tax Title & Rate" line for your province/territory. This only needs to be done for provinces/territories where you have a tax presence, which usually means that PST only needs to be loaded for your province (if your province doesn't use HST).

Emerge2 provides this link and information as a courtesy and assumes no liability for its validity, accuracy, continued existence, usefulness, or otherwise. Emerge2 is not a tax expert and this is not tax or professional advice.