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Casual Ecommerce

YouTube 수집: 2026-09-04 게시: 2025-09-11
https://youtu.be/1ROp--D4a9M

내용

[subtitle-meta] lang=en auto=True What's up, guys? This is Jake, and in this video, I'm going to show you how you can set up your Shopify tax settings to set up sales tax collection. Now, just a quick disclaimer, I'm not an accountant, so I'm not going to be teaching you anything about actual taxes in this video. I'm just going to show you how you can set it up using Shopify Tax. So, if you need to actually learn how the taxes work, I would suggest getting an account. Real quick before we get into the video, if you're looking to run pre-orders on your products, set up a custom wholesale program, offer volume discounts on products in your store, set up unique checkout rules at your checkout, or sell digital products, check out our apps by clicking the links in the description. So, that said, to set it up, if you come over to your store admin and you just go to settings and you come down to taxes and duties, you can see that there's going to be a bunch of different tax regions here. Now, you're going to be able to choose a tax service. Now, in this case, for this store, I have Shopify tax enabled. So, if you don't have Shopify tax enabled, I would go ahead and enable this here. It's free for like the first $100,000 in sales and then they charge like lower transaction fee. So once Shopify taxes is enabled, you'll be able to enable it for different areas. So in this video, we're mainly going to be talking about like collecting state tax in the United States, but for the other areas, you can set it up as well. So take a look at the tax region. If we open up the United States, what it's going to do is is we're going to be able to set up different regions. And the different regions in this case are just going to be states. So, what it's actually going to show right here is our tax liability insights. So, what it's going to say is based on your store's data in Shopify, right now, we have no sales tax liabilities and new liabilities will appear here. So what this means is essentially different states have different tax rules and different thresholds. So when you hit a threshold, so let's say you make a certain amount of sales to a specific state, then it's going to show up here and it's going to recommend that you add that state in down here. So you may be thinking, do I have to add in all 50 states up front? Well, you can or you can wait for it to show up here to show that you have sales tax liabilities. But if you want to set it up up front, you can. So, when it comes to adding in a region, you can just come down here to region and just click add. And then you'll see the different states on here. And obviously, there'll be certain states missing, like you don't see Delaware, for example, because they don't have sales tax. So, you can add in the state. And if you already have a sales tax ID, so this is something you have to uh talk with your accountant about. But if you already have the sales tax ID for filing with the state, you can go ahead and input that right here. And the advanced options just show whether or not you want to charge tax on the shipping. And then if you want to start collecting tax here, you can just click collect sales tax. And then once you are collecting tax in these areas, then it's going to start being charged at checkout. So for example, I'll place a test order from Illinois and we'll see what that looks like. So now we're in checkout and we can see that I put in a Illinois address. And since we have Illinois enabled to collect tax in, we can see that we are now collecting income tax here or collecting sales tax here when selling to somebody in Illinois. Now, if I were to switch this address to say Florida, for example, and you can see that I input a Florida address. Now, we can see that the estimated taxes here, the sales tax has changed to the Florida rate. And then if I were to switch this to a state that wasn't on here, but that does have income tax. So let's just pick one. We can pick a Minnesota address for example. So now we can see I switched over to a Minnesota address and we're no longer being charged sales tax. So that's an overview of how all the sales tax works. So if you want upfront to add in all of the regions, that way you're charging sales tax from day one. Now whether or not you want to set up all these states upfront, I would run that by your accountant. This video is just showing you how you can actually set them up itself. And then once you have it set up, you can actually access the report by clicking right here. And you can see that you will see the tax rate and then you'll see the sales that you've had to this area, etc. So this will be useful information for your accountant to be able to use to do your taxes. So one other thing that you want to set up to make sure that the sales tax rate collection rate is correct is you want to make sure your products are categorized correctly. So over here you can see that on this navigating tax requirements on Shopify for the US. You can see that there are different factors that influence sales tax and one of them is item taxability. So this has to do with different product categories. So if you come over to your products in Shopify. So if we come over here to these products, we can see that certain products have different categories. So some of these I haven't actually categorized. This is the test store. But if you want to make sure you're collecting the tax automatically at the right rate, then you want to categorize your products. So let's say if I open up this product here, this hoodie that's unatategorized and I scroll under media and you can see the category here. So we can see the category determines tax rates. So we want to set this properly. So this category for example would be apparel. So we can see that I've now added this category to be hoodies. And then we could click save. And now we can see that this is categorized correctly. So this will help to categorize for tax purposes. So that's pretty much how you set up everything for your sales tax collection in the US. So, if you found this video helpful, be sure to leave it a thumbs up.
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What's up, guys? This is Jake, and in
 

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What's up, guys? This is Jake, and in
this<00:00:01.839><c> video,</c><00:00:02.080><c> I'm</c><00:00:02.320><c> going</c><00:00:02.399><c> to</c><00:00:02.480><c> show</c><00:00:02.639><c> you</c><00:00:02.800><c> how</c>

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this video, I'm going to show you how
 

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this video, I'm going to show you how
you<00:00:03.120><c> can</c><00:00:03.280><c> set</c><00:00:03.520><c> up</c><00:00:04.080><c> your</c><00:00:05.120><c> Shopify</c><00:00:05.839><c> tax</c><00:00:06.480><c> settings</c>

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you can set up your Shopify tax settings
 

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you can set up your Shopify tax settings
to<00:00:08.160><c> set</c><00:00:08.400><c> up</c><00:00:08.720><c> sales</c><00:00:09.120><c> tax</c><00:00:09.519><c> collection.</c><00:00:10.400><c> Now,</c>

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to set up sales tax collection. Now,
 

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to set up sales tax collection. Now,
just<00:00:10.800><c> a</c><00:00:10.960><c> quick</c><00:00:11.200><c> disclaimer,</c><00:00:12.000><c> I'm</c><00:00:12.240><c> not</c><00:00:12.400><c> an</c>

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just a quick disclaimer, I'm not an
 

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just a quick disclaimer, I'm not an
accountant,<00:00:13.120><c> so</c><00:00:13.280><c> I'm</c><00:00:13.440><c> not</c><00:00:13.519><c> going</c><00:00:13.599><c> to</c><00:00:13.679><c> be</c>

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accountant, so I'm not going to be
 

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accountant, so I'm not going to be
teaching<00:00:14.160><c> you</c><00:00:14.480><c> anything</c><00:00:14.799><c> about</c><00:00:15.120><c> actual</c><00:00:16.000><c> taxes</c>

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teaching you anything about actual taxes
 

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teaching you anything about actual taxes
in<00:00:17.279><c> this</c><00:00:17.520><c> video.</c><00:00:18.000><c> I'm</c><00:00:18.320><c> just</c><00:00:18.480><c> going</c><00:00:18.640><c> to</c><00:00:18.720><c> show</c>

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in this video. I'm just going to show
 

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in this video. I'm just going to show
you<00:00:19.039><c> how</c><00:00:19.199><c> you</c><00:00:19.359><c> can</c><00:00:19.840><c> set</c><00:00:20.000><c> it</c><00:00:20.160><c> up</c><00:00:20.640><c> using</c><00:00:21.279><c> Shopify</c>

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you how you can set it up using Shopify
 

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you how you can set it up using Shopify
Tax.<00:00:22.400><c> So,</c><00:00:22.640><c> if</c><00:00:22.800><c> you</c><00:00:22.960><c> need</c><00:00:23.119><c> to</c><00:00:23.199><c> actually</c><00:00:23.439><c> learn</c>

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Tax. So, if you need to actually learn
 

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Tax. So, if you need to actually learn
how<00:00:23.840><c> the</c><00:00:24.000><c> taxes</c><00:00:24.480><c> work,</c><00:00:24.800><c> I</c><00:00:24.960><c> would</c><00:00:25.119><c> suggest</c>

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how the taxes work, I would suggest
 

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how the taxes work, I would suggest
getting<00:00:26.400><c> an</c><00:00:26.640><c> account.</c><00:00:27.119><c> Real</c><00:00:27.359><c> quick</c><00:00:27.519><c> before</c><00:00:27.760><c> we</c>

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getting an account. Real quick before we
 

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getting an account. Real quick before we
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get into the video, if you're looking to
 

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get into the video, if you're looking to
run<00:00:30.080><c> pre-orders</c><00:00:30.640><c> on</c><00:00:30.880><c> your</c><00:00:31.039><c> products,</c><00:00:31.840><c> set</c><00:00:32.079><c> up</c>

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run pre-orders on your products, set up
 

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run pre-orders on your products, set up
a<00:00:32.559><c> custom</c><00:00:32.960><c> wholesale</c><00:00:33.520><c> program,</c><00:00:34.320><c> offer</c><00:00:34.800><c> volume</c>

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a custom wholesale program, offer volume
 

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a custom wholesale program, offer volume
discounts<00:00:36.000><c> on</c><00:00:36.399><c> products</c><00:00:36.719><c> in</c><00:00:36.960><c> your</c><00:00:37.200><c> store,</c><00:00:38.160><c> set</c>

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discounts on products in your store, set
 

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discounts on products in your store, set
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up unique checkout rules at your
 

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up unique checkout rules at your
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checkout, or sell digital products,
 

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checkout, or sell digital products,
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check out our apps by clicking the links
 

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check out our apps by clicking the links
in<00:00:45.920><c> the</c><00:00:46.079><c> description.</c><00:00:46.960><c> So,</c><00:00:47.280><c> that</c><00:00:47.520><c> said,</c><00:00:47.760><c> to</c>

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in the description. So, that said, to
 

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in the description. So, that said, to
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set it up, if you come over to your
 

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set it up, if you come over to your
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store admin and you just go to settings
 

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store admin and you just go to settings
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and you come down to taxes and duties,
 

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and you come down to taxes and duties,
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you can see that there's going to be a
 

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you can see that there's going to be a
bunch<00:00:58.399><c> of</c><00:00:58.640><c> different</c><00:00:59.199><c> tax</c><00:00:59.760><c> regions</c><00:01:00.640><c> here.</c>

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bunch of different tax regions here.
 

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bunch of different tax regions here.
Now,<00:01:01.199><c> you're</c><00:01:01.359><c> going</c><00:01:01.440><c> to</c><00:01:01.520><c> be</c><00:01:01.600><c> able</c><00:01:01.760><c> to</c><00:01:01.920><c> choose</c><00:01:02.160><c> a</c>

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Now, you're going to be able to choose a
 

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Now, you're going to be able to choose a
tax<00:01:02.879><c> service.</c><00:01:03.280><c> Now,</c><00:01:03.520><c> in</c><00:01:03.680><c> this</c><00:01:03.840><c> case,</c><00:01:04.080><c> for</c><00:01:04.239><c> this</c>

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tax service. Now, in this case, for this
 

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tax service. Now, in this case, for this
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store, I have Shopify tax enabled. So,
 

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store, I have Shopify tax enabled. So,
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if you don't have Shopify tax enabled, I
 

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if you don't have Shopify tax enabled, I
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would go ahead and enable this here.
 

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would go ahead and enable this here.
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It's free for like the first $100,000 in
 

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It's free for like the first $100,000 in
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sales and then they charge like lower
 

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sales and then they charge like lower
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transaction fee. So once Shopify taxes
 

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transaction fee. So once Shopify taxes
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is enabled,
 

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is enabled,
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you'll be able to enable it for
 

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you'll be able to enable it for
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different areas. So in this video, we're
 

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different areas. So in this video, we're
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mainly going to be talking about like
 

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mainly going to be talking about like
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collecting state tax in the United
 

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collecting state tax in the United
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States, but for the other areas, you can
 

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States, but for the other areas, you can
set<00:01:34.400><c> it</c><00:01:34.560><c> up</c><00:01:34.640><c> as</c><00:01:34.880><c> well.</c><00:01:36.240><c> So</c><00:01:37.040><c> take</c><00:01:37.200><c> a</c><00:01:37.360><c> look</c><00:01:37.439><c> at</c><00:01:37.600><c> the</c>

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set it up as well. So take a look at the
 

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set it up as well. So take a look at the
tax<00:01:38.000><c> region.</c><00:01:38.400><c> If</c><00:01:38.640><c> we</c><00:01:38.799><c> open</c><00:01:39.040><c> up</c><00:01:39.520><c> the</c><00:01:40.079><c> United</c>

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tax region. If we open up the United
 

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tax region. If we open up the United
States,

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States,
 

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States,
what<00:01:43.200><c> it's</c><00:01:43.360><c> going</c><00:01:43.439><c> to</c><00:01:43.520><c> do</c><00:01:43.680><c> is</c><00:01:43.920><c> is</c><00:01:44.320><c> we're</c><00:01:44.640><c> going</c>

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what it's going to do is is we're going
 

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what it's going to do is is we're going
to<00:01:44.880><c> be</c><00:01:45.040><c> able</c><00:01:45.119><c> to</c><00:01:45.280><c> set</c><00:01:45.439><c> up</c><00:01:45.759><c> different</c><00:01:46.079><c> regions.</c>

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to be able to set up different regions.
 

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to be able to set up different regions.
And<00:01:46.799><c> the</c><00:01:47.040><c> different</c><00:01:47.280><c> regions</c><00:01:47.600><c> in</c><00:01:47.840><c> this</c><00:01:48.000><c> case</c>

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And the different regions in this case
 

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And the different regions in this case
are<00:01:48.399><c> just</c><00:01:48.560><c> going</c><00:01:48.720><c> to</c><00:01:48.880><c> be</c><00:01:49.439><c> states.</c>

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are just going to be states.
 

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are just going to be states.
So,<00:01:51.439><c> what</c><00:01:51.680><c> it's</c><00:01:52.000><c> actually</c><00:01:52.240><c> going</c><00:01:52.479><c> to</c><00:01:52.640><c> show</c>

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So, what it's actually going to show
 

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So, what it's actually going to show
right<00:01:53.040><c> here</c><00:01:53.520><c> is</c><00:01:54.159><c> our</c><00:01:54.960><c> tax</c><00:01:55.280><c> liability</c>

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right here is our tax liability
 

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right here is our tax liability
insights.<00:01:56.960><c> So,</c><00:01:57.200><c> what</c><00:01:57.439><c> it's</c><00:01:57.680><c> going</c><00:01:57.759><c> to</c><00:01:57.840><c> say</c><00:01:58.079><c> is</c>

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insights. So, what it's going to say is
 

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insights. So, what it's going to say is
based<00:01:58.719><c> on</c><00:01:58.880><c> your</c><00:01:59.119><c> store's</c><00:01:59.520><c> data</c><00:01:59.680><c> in</c><00:01:59.920><c> Shopify,</c>

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based on your store's data in Shopify,
 

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based on your store's data in Shopify,
right<00:02:00.960><c> now,</c><00:02:01.360><c> we</c><00:02:01.600><c> have</c><00:02:01.759><c> no</c><00:02:02.159><c> sales</c><00:02:02.479><c> tax</c>

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right now, we have no sales tax
 

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right now, we have no sales tax
liabilities<00:02:03.759><c> and</c><00:02:04.079><c> new</c><00:02:04.399><c> liabilities</c><00:02:05.040><c> will</c>

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liabilities and new liabilities will
 

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liabilities and new liabilities will
appear<00:02:05.520><c> here.</c><00:02:05.840><c> So</c><00:02:06.079><c> what</c><00:02:06.240><c> this</c><00:02:06.479><c> means</c><00:02:07.680><c> is</c>

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appear here. So what this means is
 

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appear here. So what this means is
essentially<00:02:08.959><c> different</c><00:02:09.280><c> states</c><00:02:09.679><c> have</c>

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essentially different states have
 

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essentially different states have
different<00:02:11.120><c> tax</c><00:02:11.599><c> rules</c><00:02:12.080><c> and</c><00:02:12.480><c> different</c>

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different tax rules and different
 

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different tax rules and different
thresholds.<00:02:14.239><c> So</c><00:02:14.480><c> when</c><00:02:14.800><c> you</c><00:02:14.959><c> hit</c><00:02:15.520><c> a</c><00:02:15.920><c> threshold,</c>

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thresholds. So when you hit a threshold,
 

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thresholds. So when you hit a threshold,
so<00:02:16.720><c> let's</c><00:02:16.959><c> say</c><00:02:17.120><c> you</c><00:02:17.280><c> make</c><00:02:17.599><c> a</c><00:02:18.319><c> certain</c><00:02:18.640><c> amount</c>

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so let's say you make a certain amount
 

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so let's say you make a certain amount
of<00:02:18.959><c> sales</c><00:02:19.280><c> to</c><00:02:19.520><c> a</c><00:02:19.760><c> specific</c><00:02:20.239><c> state,</c><00:02:21.280><c> then</c><00:02:22.400><c> it's</c>

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of sales to a specific state, then it's
 

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of sales to a specific state, then it's
going<00:02:22.959><c> to</c><00:02:23.360><c> show</c><00:02:23.599><c> up</c><00:02:23.840><c> here</c><00:02:24.160><c> and</c><00:02:24.319><c> it's</c><00:02:24.560><c> going</c><00:02:24.720><c> to</c>

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going to show up here and it's going to
 

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going to show up here and it's going to
recommend<00:02:25.200><c> that</c><00:02:25.360><c> you</c><00:02:25.520><c> add</c><00:02:25.760><c> that</c><00:02:26.000><c> state</c><00:02:26.959><c> in</c>

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recommend that you add that state in
 

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recommend that you add that state in
down<00:02:27.840><c> here.</c><00:02:28.560><c> So</c>

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down here. So
 

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down here. So
you<00:02:30.239><c> may</c><00:02:30.400><c> be</c><00:02:30.560><c> thinking,</c><00:02:30.879><c> do</c><00:02:31.040><c> I</c><00:02:31.200><c> have</c><00:02:31.280><c> to</c><00:02:31.360><c> add</c><00:02:31.520><c> in</c>

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you may be thinking, do I have to add in
 

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you may be thinking, do I have to add in
all<00:02:31.920><c> 50</c><00:02:32.239><c> states</c><00:02:32.640><c> up</c><00:02:32.800><c> front?</c><00:02:33.599><c> Well,</c><00:02:33.840><c> you</c><00:02:34.000><c> can</c><00:02:34.400><c> or</c>

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all 50 states up front? Well, you can or
 

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all 50 states up front? Well, you can or
you<00:02:34.879><c> can</c><00:02:34.959><c> wait</c><00:02:35.200><c> for</c><00:02:35.360><c> it</c><00:02:35.519><c> to</c><00:02:35.680><c> show</c><00:02:35.840><c> up</c><00:02:36.000><c> here</c><00:02:36.400><c> to</c>

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you can wait for it to show up here to
 

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you can wait for it to show up here to
show<00:02:36.800><c> that</c><00:02:36.959><c> you</c><00:02:37.120><c> have</c><00:02:37.280><c> sales</c><00:02:37.599><c> tax</c>

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show that you have sales tax
 

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show that you have sales tax
liabilities.<00:02:38.560><c> But</c><00:02:38.640><c> if</c><00:02:38.800><c> you</c><00:02:38.879><c> want</c><00:02:38.959><c> to</c><00:02:39.120><c> set</c><00:02:39.200><c> it</c>

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liabilities. But if you want to set it
 

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liabilities. But if you want to set it
up<00:02:39.599><c> up</c><00:02:39.840><c> front,</c><00:02:40.319><c> you</c><00:02:40.560><c> can.</c><00:02:41.599><c> So,</c><00:02:42.000><c> when</c><00:02:42.160><c> it</c><00:02:42.319><c> comes</c>

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up up front, you can. So, when it comes
 

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up up front, you can. So, when it comes
to<00:02:42.800><c> adding</c><00:02:43.280><c> in</c><00:02:44.080><c> a</c><00:02:44.400><c> region,</c><00:02:44.959><c> you</c><00:02:45.120><c> can</c><00:02:45.200><c> just</c><00:02:45.360><c> come</c>

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to adding in a region, you can just come
 

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to adding in a region, you can just come
down<00:02:45.680><c> here</c><00:02:45.920><c> to</c><00:02:46.160><c> region</c>

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down here to region
 

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down here to region
and<00:02:48.000><c> just</c><00:02:48.160><c> click</c><00:02:48.400><c> add.</c><00:02:48.800><c> And</c><00:02:48.959><c> then</c><00:02:49.200><c> you'll</c><00:02:49.519><c> see</c>

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and just click add. And then you'll see
 

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and just click add. And then you'll see
the<00:02:50.000><c> different</c><00:02:50.319><c> states</c><00:02:51.200><c> on</c><00:02:51.440><c> here.</c><00:02:51.760><c> And</c>

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the different states on here. And
 

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the different states on here. And
obviously,<00:02:52.319><c> there'll</c><00:02:52.640><c> be</c><00:02:52.800><c> certain</c><00:02:53.040><c> states</c>

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obviously, there'll be certain states
 

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obviously, there'll be certain states
missing,<00:02:53.920><c> like</c><00:02:54.160><c> you</c><00:02:54.319><c> don't</c><00:02:54.400><c> see</c><00:02:54.640><c> Delaware,</c>

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missing, like you don't see Delaware,
 

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missing, like you don't see Delaware,
for<00:02:55.200><c> example,</c><00:02:55.680><c> because</c><00:02:55.920><c> they</c><00:02:56.239><c> don't</c><00:02:56.400><c> have</c>

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for example, because they don't have
 

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for example, because they don't have
sales<00:02:56.959><c> tax.</c>

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sales tax.
 

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sales tax.
So,<00:02:58.959><c> you</c><00:02:59.200><c> can</c><00:02:59.440><c> add</c><00:02:59.760><c> in</c><00:03:00.400><c> the</c><00:03:00.800><c> state.</c><00:03:01.280><c> And</c><00:03:01.440><c> if</c><00:03:01.599><c> you</c>

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So, you can add in the state. And if you
 

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So, you can add in the state. And if you
already<00:03:02.159><c> have</c><00:03:02.400><c> a</c><00:03:02.720><c> sales</c><00:03:02.959><c> tax</c><00:03:03.280><c> ID,</c><00:03:03.760><c> so</c><00:03:04.000><c> this</c><00:03:04.159><c> is</c>

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already have a sales tax ID, so this is
 

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already have a sales tax ID, so this is
something<00:03:04.480><c> you</c><00:03:04.720><c> have</c><00:03:04.879><c> to</c><00:03:06.080><c> uh</c><00:03:06.239><c> talk</c><00:03:06.720><c> with</c><00:03:07.040><c> your</c>

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something you have to uh talk with your
 

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something you have to uh talk with your
accountant<00:03:07.840><c> about.</c><00:03:08.800><c> But</c><00:03:08.959><c> if</c><00:03:09.200><c> you</c><00:03:09.280><c> already</c>

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accountant about. But if you already
 

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accountant about. But if you already
have<00:03:09.680><c> the</c><00:03:09.920><c> sales</c><00:03:10.239><c> tax</c><00:03:10.640><c> ID</c><00:03:11.120><c> for</c><00:03:11.519><c> filing</c><00:03:12.560><c> with</c>

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have the sales tax ID for filing with
 

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have the sales tax ID for filing with
the<00:03:13.040><c> state,</c><00:03:13.440><c> you</c><00:03:13.599><c> can</c><00:03:13.760><c> go</c><00:03:13.840><c> ahead</c><00:03:14.000><c> and</c><00:03:14.239><c> input</c>

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the state, you can go ahead and input
 

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the state, you can go ahead and input
that<00:03:14.800><c> right</c><00:03:15.040><c> here.</c><00:03:15.599><c> And</c><00:03:15.840><c> the</c><00:03:16.000><c> advanced</c>

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that right here. And the advanced
 

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that right here. And the advanced
options<00:03:16.959><c> just</c><00:03:17.200><c> show</c><00:03:17.519><c> whether</c><00:03:17.760><c> or</c><00:03:18.000><c> not</c><00:03:18.319><c> you</c>

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options just show whether or not you
 

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options just show whether or not you
want<00:03:18.720><c> to</c><00:03:18.879><c> charge</c><00:03:19.200><c> tax</c><00:03:19.680><c> on</c><00:03:20.000><c> the</c><00:03:20.159><c> shipping.</c><00:03:21.040><c> And</c>

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want to charge tax on the shipping. And
 

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want to charge tax on the shipping. And
then<00:03:21.440><c> if</c><00:03:21.599><c> you</c><00:03:21.760><c> want</c><00:03:21.840><c> to</c><00:03:21.920><c> start</c><00:03:22.159><c> collecting</c><00:03:22.480><c> tax</c>

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then if you want to start collecting tax
 

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then if you want to start collecting tax
here,<00:03:23.120><c> you</c><00:03:23.280><c> can</c><00:03:23.360><c> just</c><00:03:23.599><c> click</c><00:03:24.159><c> collect</c><00:03:24.480><c> sales</c>

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here, you can just click collect sales
 

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here, you can just click collect sales
tax.<00:03:25.440><c> And</c><00:03:25.599><c> then</c><00:03:25.840><c> once</c><00:03:26.239><c> you</c><00:03:26.560><c> are</c><00:03:27.200><c> collecting</c>

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tax. And then once you are collecting
 

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tax. And then once you are collecting
tax<00:03:28.400><c> in</c><00:03:28.560><c> these</c><00:03:28.800><c> areas,</c><00:03:29.120><c> then</c><00:03:29.360><c> it's</c><00:03:29.599><c> going</c><00:03:29.760><c> to</c>

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tax in these areas, then it's going to
 

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tax in these areas, then it's going to
start<00:03:30.400><c> being</c><00:03:30.799><c> charged</c><00:03:31.440><c> at</c><00:03:32.319><c> checkout.</c><00:03:33.360><c> So</c><00:03:33.760><c> for</c>

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start being charged at checkout. So for
 

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start being charged at checkout. So for
example,<00:03:34.560><c> I'll</c><00:03:34.799><c> place</c><00:03:35.040><c> a</c><00:03:35.200><c> test</c><00:03:35.519><c> order</c><00:03:36.000><c> from</c>

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example, I'll place a test order from
 

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example, I'll place a test order from
Illinois<00:03:37.440><c> and</c><00:03:37.840><c> we'll</c><00:03:38.159><c> see</c><00:03:38.239><c> what</c><00:03:38.400><c> that</c><00:03:38.640><c> looks</c>

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Illinois and we'll see what that looks
 

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Illinois and we'll see what that looks
like.<00:03:39.200><c> So</c><00:03:39.360><c> now</c><00:03:39.519><c> we're</c><00:03:39.680><c> in</c><00:03:39.840><c> checkout</c><00:03:40.159><c> and</c><00:03:40.319><c> we</c>

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like. So now we're in checkout and we
 

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like. So now we're in checkout and we
can<00:03:40.560><c> see</c><00:03:40.720><c> that</c><00:03:40.879><c> I</c><00:03:41.200><c> put</c><00:03:41.440><c> in</c><00:03:41.840><c> a</c><00:03:42.799><c> Illinois</c>

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can see that I put in a Illinois
 

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can see that I put in a Illinois
address.<00:03:43.920><c> And</c><00:03:44.159><c> since</c><00:03:44.400><c> we</c><00:03:44.640><c> have</c><00:03:44.879><c> Illinois</c>

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address. And since we have Illinois
 

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address. And since we have Illinois
enabled<00:03:45.920><c> to</c><00:03:46.159><c> collect</c><00:03:46.480><c> tax</c><00:03:46.799><c> in,</c><00:03:47.120><c> we</c><00:03:47.360><c> can</c><00:03:47.440><c> see</c>

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enabled to collect tax in, we can see
 

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enabled to collect tax in, we can see
that<00:03:47.680><c> we</c><00:03:47.920><c> are</c><00:03:48.080><c> now</c><00:03:48.480><c> collecting</c><00:03:49.040><c> income</c><00:03:49.440><c> tax</c>

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that we are now collecting income tax
 

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that we are now collecting income tax
here<00:03:50.720><c> or</c><00:03:50.959><c> collecting</c><00:03:51.440><c> sales</c><00:03:51.680><c> tax</c><00:03:52.080><c> here</c>

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here or collecting sales tax here
 

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here or collecting sales tax here
when<00:03:54.480><c> selling</c><00:03:55.040><c> to</c><00:03:55.519><c> somebody</c><00:03:56.000><c> in</c><00:03:56.400><c> Illinois.</c>

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when selling to somebody in Illinois.
 

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when selling to somebody in Illinois.
Now,<00:03:58.000><c> if</c><00:03:58.239><c> I</c><00:03:58.319><c> were</c><00:03:58.480><c> to</c><00:03:58.799><c> switch</c><00:03:59.120><c> this</c><00:03:59.360><c> address</c><00:03:59.920><c> to</c>

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Now, if I were to switch this address to
 

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Now, if I were to switch this address to
say<00:04:01.200><c> Florida,</c><00:04:02.000><c> for</c><00:04:02.159><c> example,</c><00:04:02.879><c> and</c><00:04:03.040><c> you</c><00:04:03.280><c> can</c>

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say Florida, for example, and you can
 

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say Florida, for example, and you can
see<00:04:03.439><c> that</c><00:04:03.680><c> I</c><00:04:03.920><c> input</c><00:04:04.239><c> a</c><00:04:04.400><c> Florida</c><00:04:04.799><c> address.</c><00:04:05.280><c> Now,</c>

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see that I input a Florida address. Now,
 

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see that I input a Florida address. Now,
we<00:04:05.680><c> can</c><00:04:05.840><c> see</c><00:04:06.000><c> that</c><00:04:06.319><c> the</c><00:04:06.560><c> estimated</c><00:04:07.680><c> taxes</c>

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we can see that the estimated taxes
 

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we can see that the estimated taxes
here,<00:04:08.400><c> the</c><00:04:08.560><c> sales</c><00:04:08.879><c> tax</c><00:04:09.200><c> has</c><00:04:09.519><c> changed</c><00:04:10.080><c> to</c><00:04:10.640><c> the</c>

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here, the sales tax has changed to the
 

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here, the sales tax has changed to the
Florida<00:04:11.680><c> rate.</c><00:04:12.319><c> And</c><00:04:12.480><c> then</c><00:04:12.640><c> if</c><00:04:12.799><c> I</c><00:04:12.959><c> were</c><00:04:13.120><c> to</c>

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Florida rate. And then if I were to
 

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Florida rate. And then if I were to
switch<00:04:13.680><c> this</c><00:04:13.920><c> to</c><00:04:14.159><c> a</c><00:04:14.400><c> state</c><00:04:14.640><c> that</c><00:04:14.959><c> wasn't</c><00:04:15.280><c> on</c>

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switch this to a state that wasn't on
 

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switch this to a state that wasn't on
here,<00:04:15.680><c> but</c><00:04:16.000><c> that</c><00:04:16.160><c> does</c><00:04:16.400><c> have</c><00:04:16.560><c> income</c><00:04:16.959><c> tax.</c><00:04:17.280><c> So</c>

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here, but that does have income tax. So
 

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here, but that does have income tax. So
let's<00:04:17.680><c> just</c><00:04:17.840><c> pick</c><00:04:18.079><c> one.</c>

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let's just pick one.
 

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let's just pick one.
We<00:04:19.919><c> can</c><00:04:20.079><c> pick</c><00:04:20.320><c> a</c><00:04:20.959><c> Minnesota</c><00:04:21.600><c> address</c><00:04:22.240><c> for</c>

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We can pick a Minnesota address for
 

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We can pick a Minnesota address for
example.<00:04:23.360><c> So</c><00:04:23.520><c> now</c><00:04:23.680><c> we</c><00:04:23.840><c> can</c><00:04:23.919><c> see</c><00:04:24.080><c> I</c><00:04:24.320><c> switched</c>

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example. So now we can see I switched
 

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example. So now we can see I switched
over<00:04:24.720><c> to</c><00:04:24.960><c> a</c><00:04:25.360><c> Minnesota</c><00:04:26.000><c> address</c><00:04:26.800><c> and</c><00:04:27.120><c> we're</c><00:04:27.440><c> no</c>

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over to a Minnesota address and we're no
 

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over to a Minnesota address and we're no
longer<00:04:27.919><c> being</c><00:04:28.240><c> charged</c><00:04:29.040><c> sales</c><00:04:29.440><c> tax.</c><00:04:29.919><c> So</c>

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longer being charged sales tax. So
 

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longer being charged sales tax. So
that's<00:04:30.320><c> an</c><00:04:30.479><c> overview</c><00:04:30.880><c> of</c><00:04:31.120><c> how</c><00:04:31.919><c> all</c><00:04:32.160><c> the</c><00:04:32.400><c> sales</c>

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that's an overview of how all the sales
 

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that's an overview of how all the sales
tax<00:04:33.360><c> works.</c><00:04:34.080><c> So</c><00:04:34.320><c> if</c><00:04:34.560><c> you</c><00:04:34.720><c> want</c><00:04:35.280><c> upfront</c><00:04:36.400><c> to</c><00:04:36.639><c> add</c>

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tax works. So if you want upfront to add
 

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tax works. So if you want upfront to add
in<00:04:37.199><c> all</c><00:04:37.440><c> of</c><00:04:37.520><c> the</c><00:04:37.759><c> regions,</c><00:04:38.240><c> that</c><00:04:38.400><c> way</c><00:04:38.479><c> you're</c>

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in all of the regions, that way you're
 

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in all of the regions, that way you're
charging<00:04:39.120><c> sales</c><00:04:39.440><c> tax</c><00:04:39.759><c> from</c><00:04:40.000><c> day</c><00:04:40.160><c> one.</c><00:04:40.800><c> Now</c>

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charging sales tax from day one. Now
 

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charging sales tax from day one. Now
whether<00:04:41.280><c> or</c><00:04:41.440><c> not</c><00:04:41.520><c> you</c><00:04:41.680><c> want</c><00:04:41.759><c> to</c><00:04:41.840><c> set</c><00:04:42.000><c> up</c><00:04:42.080><c> all</c>

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whether or not you want to set up all
 

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whether or not you want to set up all
these<00:04:42.479><c> states</c><00:04:42.800><c> upfront,</c><00:04:43.440><c> I</c><00:04:43.680><c> would</c><00:04:43.840><c> run</c><00:04:44.000><c> that</c>

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these states upfront, I would run that
 

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these states upfront, I would run that
by<00:04:44.560><c> your</c><00:04:44.960><c> accountant.</c><00:04:45.600><c> This</c><00:04:45.759><c> video</c><00:04:46.000><c> is</c><00:04:46.160><c> just</c>

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by your accountant. This video is just
 

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by your accountant. This video is just
showing<00:04:46.560><c> you</c><00:04:46.720><c> how</c><00:04:46.880><c> you</c><00:04:47.040><c> can</c><00:04:47.280><c> actually</c><00:04:47.680><c> set</c>

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showing you how you can actually set
 

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showing you how you can actually set
them<00:04:48.160><c> up</c><00:04:48.639><c> itself.</c><00:04:49.600><c> And</c><00:04:49.759><c> then</c><00:04:49.840><c> once</c><00:04:50.080><c> you</c><00:04:50.240><c> have</c>

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them up itself. And then once you have
 

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them up itself. And then once you have
it<00:04:50.560><c> set</c><00:04:50.720><c> up,</c><00:04:50.960><c> you</c><00:04:51.120><c> can</c><00:04:51.280><c> actually</c><00:04:51.840><c> access</c><00:04:52.160><c> the</c>

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it set up, you can actually access the
 

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it set up, you can actually access the
report<00:04:52.800><c> by</c><00:04:53.040><c> clicking</c><00:04:53.360><c> right</c><00:04:53.600><c> here.</c><00:04:54.960><c> And</c><00:04:55.360><c> you</c>

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report by clicking right here. And you
 

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report by clicking right here. And you
can<00:04:55.840><c> see</c><00:04:56.320><c> that</c><00:04:56.720><c> you</c><00:04:56.960><c> will</c><00:04:57.199><c> see</c><00:04:57.680><c> the</c><00:04:58.160><c> tax</c><00:04:58.479><c> rate</c>

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can see that you will see the tax rate
 

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can see that you will see the tax rate
and<00:04:59.120><c> then</c><00:04:59.360><c> you'll</c><00:04:59.680><c> see</c><00:05:00.160><c> the</c><00:05:00.639><c> sales</c><00:05:01.040><c> that</c>

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and then you'll see the sales that
 

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and then you'll see the sales that
you've<00:05:01.440><c> had</c><00:05:01.680><c> to</c><00:05:01.919><c> this</c><00:05:02.160><c> area,</c><00:05:02.960><c> etc.</c><00:05:03.520><c> So</c><00:05:04.080><c> this</c>

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you've had to this area, etc. So this
 

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you've had to this area, etc. So this
will<00:05:04.479><c> be</c><00:05:04.639><c> useful</c><00:05:05.040><c> information</c><00:05:05.680><c> for</c><00:05:06.000><c> your</c>

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will be useful information for your
 

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will be useful information for your
accountant<00:05:06.720><c> to</c><00:05:06.960><c> be</c><00:05:07.039><c> able</c><00:05:07.199><c> to</c><00:05:07.360><c> use</c><00:05:07.520><c> to</c><00:05:08.000><c> do</c><00:05:08.240><c> your</c>

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accountant to be able to use to do your
 

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accountant to be able to use to do your
taxes.<00:05:09.280><c> So</c><00:05:09.600><c> one</c><00:05:09.840><c> other</c><00:05:10.080><c> thing</c><00:05:10.160><c> that</c><00:05:10.400><c> you</c><00:05:10.639><c> want</c>

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taxes. So one other thing that you want
 

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taxes. So one other thing that you want
to<00:05:10.880><c> set</c><00:05:11.039><c> up</c><00:05:11.280><c> to</c><00:05:11.440><c> make</c><00:05:11.600><c> sure</c><00:05:11.759><c> that</c><00:05:11.919><c> the</c><00:05:12.160><c> sales</c>

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to set up to make sure that the sales
 

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to set up to make sure that the sales
tax<00:05:13.600><c> rate</c><00:05:14.080><c> collection</c><00:05:14.560><c> rate</c><00:05:14.880><c> is</c><00:05:15.199><c> correct</c><00:05:15.520><c> is</c>

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tax rate collection rate is correct is
 

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tax rate collection rate is correct is
you<00:05:15.919><c> want</c><00:05:16.000><c> to</c><00:05:16.080><c> make</c><00:05:16.160><c> sure</c><00:05:16.320><c> your</c><00:05:16.560><c> products</c><00:05:16.960><c> are</c>

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you want to make sure your products are
 

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you want to make sure your products are
categorized<00:05:17.919><c> correctly.</c><00:05:18.960><c> So</c><00:05:19.199><c> over</c><00:05:19.440><c> here</c><00:05:19.680><c> you</c>

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categorized correctly. So over here you
 

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categorized correctly. So over here you
can<00:05:20.000><c> see</c><00:05:20.320><c> that</c><00:05:21.360><c> on</c><00:05:21.759><c> this</c><00:05:22.240><c> navigating</c><00:05:23.199><c> tax</c>

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can see that on this navigating tax
 

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can see that on this navigating tax
requirements<00:05:24.320><c> on</c><00:05:24.560><c> Shopify</c><00:05:25.120><c> for</c><00:05:25.360><c> the</c><00:05:25.520><c> US.</c><00:05:25.840><c> You</c>

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requirements on Shopify for the US. You
 

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requirements on Shopify for the US. You
can<00:05:26.160><c> see</c><00:05:26.320><c> that</c><00:05:27.520><c> there</c><00:05:27.840><c> are</c><00:05:28.320><c> different</c><00:05:28.800><c> factors</c>

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can see that there are different factors
 

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can see that there are different factors
that<00:05:30.080><c> influence</c><00:05:30.479><c> sales</c><00:05:30.800><c> tax</c><00:05:31.280><c> and</c><00:05:32.400><c> one</c><00:05:32.560><c> of</c><00:05:32.720><c> them</c>

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that influence sales tax and one of them
 

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that influence sales tax and one of them
is<00:05:33.039><c> item</c><00:05:33.440><c> taxability.</c><00:05:34.160><c> So</c><00:05:34.320><c> this</c><00:05:34.479><c> has</c><00:05:34.639><c> to</c><00:05:34.800><c> do</c>

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is item taxability. So this has to do
 

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is item taxability. So this has to do
with<00:05:35.039><c> different</c><00:05:35.360><c> product</c><00:05:35.680><c> categories.</c>

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with different product categories.
 

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with different product categories.
So<00:05:37.520><c> if</c><00:05:37.680><c> you</c><00:05:37.840><c> come</c><00:05:38.000><c> over</c><00:05:38.400><c> to</c><00:05:38.960><c> your</c><00:05:40.080><c> products</c><00:05:40.639><c> in</c>

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So if you come over to your products in
 

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So if you come over to your products in
Shopify.<00:05:42.000><c> So</c><00:05:42.160><c> if</c><00:05:42.320><c> we</c><00:05:42.479><c> come</c><00:05:42.639><c> over</c><00:05:42.800><c> here</c><00:05:42.960><c> to</c>

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Shopify. So if we come over here to
 

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Shopify. So if we come over here to
these<00:05:43.440><c> products,</c><00:05:43.759><c> we</c><00:05:44.000><c> can</c><00:05:44.080><c> see</c><00:05:44.400><c> that</c><00:05:44.720><c> certain</c>

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these products, we can see that certain
 

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these products, we can see that certain
products<00:05:45.440><c> have</c><00:05:45.680><c> different</c><00:05:46.000><c> categories.</c><00:05:46.880><c> So</c>

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products have different categories. So
 

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products have different categories. So
some<00:05:47.360><c> of</c><00:05:47.440><c> these</c><00:05:47.680><c> I</c><00:05:47.919><c> haven't</c><00:05:48.240><c> actually</c>

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some of these I haven't actually
 

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some of these I haven't actually
categorized.<00:05:49.280><c> This</c><00:05:49.440><c> is</c><00:05:49.600><c> the</c><00:05:49.759><c> test</c><00:05:50.000><c> store.</c><00:05:50.880><c> But</c>

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categorized. This is the test store. But
 

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categorized. This is the test store. But
if<00:05:51.280><c> you</c><00:05:51.360><c> want</c><00:05:51.440><c> to</c><00:05:51.600><c> make</c><00:05:51.759><c> sure</c><00:05:51.840><c> you're</c>

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if you want to make sure you're
 

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if you want to make sure you're
collecting<00:05:53.280><c> the</c><00:05:53.680><c> tax</c><00:05:54.160><c> automatically</c><00:05:54.880><c> at</c><00:05:55.120><c> the</c>

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collecting the tax automatically at the
 

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collecting the tax automatically at the
right<00:05:55.440><c> rate,</c><00:05:55.759><c> then</c><00:05:55.919><c> you</c><00:05:56.080><c> want</c><00:05:56.160><c> to</c><00:05:56.320><c> categorize</c>

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right rate, then you want to categorize
 

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right rate, then you want to categorize
your<00:05:56.960><c> products.</c><00:05:57.280><c> So</c><00:05:57.520><c> let's</c><00:05:57.680><c> say</c><00:05:57.840><c> if</c><00:05:58.000><c> I</c><00:05:58.160><c> open</c><00:05:58.320><c> up</c>

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your products. So let's say if I open up
 

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your products. So let's say if I open up
this<00:05:58.800><c> product</c><00:05:59.039><c> here,</c><00:05:59.360><c> this</c><00:05:59.520><c> hoodie</c><00:05:59.840><c> that's</c>

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this product here, this hoodie that's
 

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this product here, this hoodie that's
unatategorized

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and<00:06:04.160><c> I</c><00:06:04.800><c> scroll</c><00:06:05.120><c> under</c><00:06:05.440><c> media</c><00:06:05.759><c> and</c><00:06:05.919><c> you</c><00:06:06.080><c> can</c><00:06:06.160><c> see</c>

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and I scroll under media and you can see
 

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and I scroll under media and you can see
the<00:06:06.560><c> category</c><00:06:06.880><c> here.</c><00:06:07.120><c> So</c><00:06:07.280><c> we</c><00:06:07.440><c> can</c><00:06:07.520><c> see</c><00:06:07.600><c> the</c>

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the category here. So we can see the
 

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the category here. So we can see the
category<00:06:08.240><c> determines</c><00:06:08.800><c> tax</c><00:06:09.120><c> rates.</c>

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category determines tax rates.
 

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category determines tax rates.
So<00:06:11.039><c> we</c><00:06:11.280><c> want</c><00:06:11.440><c> to</c><00:06:11.520><c> set</c><00:06:11.759><c> this</c><00:06:12.000><c> properly.</c><00:06:12.880><c> So</c><00:06:13.199><c> this</c>

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So we want to set this properly. So this
 

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So we want to set this properly. So this
category<00:06:14.080><c> for</c><00:06:14.240><c> example</c><00:06:14.960><c> would</c><00:06:15.199><c> be</c>

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category for example would be
 

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category for example would be
apparel.

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apparel.
 

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apparel.
So<00:06:19.280><c> we</c><00:06:19.520><c> can</c><00:06:19.600><c> see</c><00:06:19.680><c> that</c><00:06:20.000><c> I've</c><00:06:20.160><c> now</c><00:06:20.400><c> added</c><00:06:20.960><c> this</c>

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So we can see that I've now added this
 

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So we can see that I've now added this
category<00:06:22.080><c> to</c><00:06:22.240><c> be</c><00:06:22.400><c> hoodies.</c>

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And<00:06:26.240><c> then</c><00:06:26.400><c> we</c><00:06:26.639><c> could</c><00:06:26.800><c> click</c><00:06:27.120><c> save.</c><00:06:27.680><c> And</c><00:06:27.919><c> now</c><00:06:28.240><c> we</c>

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And then we could click save. And now we
 

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And then we could click save. And now we
can<00:06:28.639><c> see</c><00:06:28.720><c> that</c><00:06:28.880><c> this</c><00:06:29.039><c> is</c><00:06:29.199><c> categorized</c>

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can see that this is categorized
 

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can see that this is categorized
correctly.<00:06:30.560><c> So</c><00:06:30.800><c> this</c><00:06:30.960><c> will</c><00:06:31.120><c> help</c><00:06:31.360><c> to</c>

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correctly. So this will help to
 

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correctly. So this will help to
categorize<00:06:32.400><c> for</c><00:06:32.800><c> tax</c><00:06:33.280><c> purposes.</c><00:06:34.400><c> So</c><00:06:34.800><c> that's</c>

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categorize for tax purposes. So that's
 

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categorize for tax purposes. So that's
pretty<00:06:35.360><c> much</c><00:06:35.600><c> how</c><00:06:35.919><c> you</c><00:06:36.160><c> set</c><00:06:36.319><c> up</c><00:06:36.560><c> everything</c>

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pretty much how you set up everything
 

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pretty much how you set up everything
for<00:06:37.440><c> your</c><00:06:37.680><c> sales</c><00:06:38.000><c> tax</c><00:06:38.319><c> collection</c><00:06:38.720><c> in</c><00:06:39.199><c> the</c><00:06:39.600><c> US.</c>

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for your sales tax collection in the US.
 

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for your sales tax collection in the US.
So,<00:06:40.560><c> if</c><00:06:40.720><c> you</c><00:06:40.800><c> found</c><00:06:40.960><c> this</c><00:06:41.120><c> video</c><00:06:41.360><c> helpful,</c><00:06:41.759><c> be</c>

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So, if you found this video helpful, be
 

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So, if you found this video helpful, be
sure<00:06:42.080><c> to</c><00:06:42.240><c> leave</c><00:06:42.400><c> it</c><00:06:42.479><c> a</c><00:06:42.639><c> thumbs</c><00:06:42.880><c> up.</c>

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