> ## Documentation Index
> Fetch the complete documentation index at: https://help.kajabi.com/llms.txt
> Use this file to discover all available pages before exploring further.
## Submitting Feedback
If you encounter incorrect, outdated, or confusing documentation on this page, submit feedback:
POST https://help.kajabi.com/feedback
```json
{
"path": "/articles/sales/kajabi-payments/kajabi-payments-sales-tax-overview",
"feedback": "Description of the issue"
}
```
Only submit feedback when you have something specific and actionable to report.
# Kajabi Payments sales tax overview
> Automatically calculate and collect sales tax on products and services with Kajabi Sales Tax.
## Overview
Kajabi Sales Tax helps you automatically calculate and collect sales tax on your products and services. Kajabi partnered with [Quaderno](https://quaderno.io/) (one of the world's leading sales tax compliance platforms) to enable at-checkout calculation and collection of sales tax factoring in the tax jurisdictions you set up, the product or service (i.e., offer) being sold, and your customer's location.
Kajabi Sales Tax also makes it easy for you to file and remit any sales tax you collect with detailed sales tax reporting. Kajabi Sales Tax does not file or remit sales taxes on your behalf. You are responsible for filing and remitting any sales tax that you collect.
**Note:** Kajabi Payments is currently available to Kajabi Heroes whose businesses are registered in the United States, Canada, Australia, the United Arab Emirates, the United Kingdom, and select European countries.
Any information on sales tax rules and regulations provided herein is for informational purposes only. It is your responsibility to consult with local tax authorities or a tax professional to determine the relevance of sales taxes to your business, ensure that you charge your customers the correct sales tax rates, and file and remit your sales taxes correctly.
If you're curious about whether your business and its products and services are subject to sales taxes, check out [Quaderno's Sales Tax Guides](https://quaderno.io/guides/).
## Before you begin
Before you begin you will need to determine whether you need to charge sales taxes, what jurisdictions (states, countries, etc.) you should charge sales taxes in, and what products or offers you should charge sales taxes on.
If you're not sure, we recommend you consult with local tax authorities or a tax professional. In addition, you can check out [Quaderno's helpful Sales Tax Guides](https://quaderno.io/guides/) as a starting point.
If you determine that you are responsible for charging sales taxes on your products or services in a jurisdiction, you must register with the tax authority of that jurisdiction. Each tax authority you register with will provide you with a Tax ID that you will need for the Kajabi Sales Tax setup.
## Fees
With Kajabi Sales Tax, you only pay for what you use. The fee is charged per successful transaction and will only apply to transactions for Offers that have Kajabi Sales Tax enabled. [Learn more about processing fees](/articles/sales/kajabi-payments/kajabi-payments-processing-fees).
## Onboard to Kajabi Sales Tax
**Note:** Only users with Owner or Sub-owner level permissions will be able to set up Kajabi Sales Tax. [Learn more about admin roles](/articles/account-settings/users/account-users#admin-roles).
To onboard to Kajabi Sales Tax:
1. First, ensure that you have successfully set up Kajabi Payments in your account. [Learn more about Kajabi Payments](/articles/sales/kajabi-payments/kajabi-payments-overview)
2. Open the **Settings** page from the Dashboard
3. Select **Tax** located under the Site Settings
4. Agree to the Terms and Conditions
5. Select your default Tax Code\* and Product Type and click **Save and Continue**. Not sure which option to choose? Check out our [guide to digital product tax codes](https://www.kajabi.com/blog/digital-product-sales-tax-guide)
6. Add your jurisdiction(s) and click **Save and Finish**
The Tax Code and Product type chosen during setup will only serve as the default setting for your offers after you enable them for taxes. You will need to activate Sales Tax for each specific offer. The tax code and product types can be customized for each offer.
### Tax codes
Not sure which tax code applies to your offer? We break down how to choose the right one based on your product type in our [digital product sales tax guide](https://www.kajabi.com/blog/digital-product-sales-tax-guide).
The following tax codes are available to choose from:
* **e-Service** – for digital goods or services (excluding e-books)
* **e-Book** – for electronic books
* **SaaS** – for Software as a Service (a.k.a. on-demand software)
* **Consulting** – for consulting or other professional services in cases where sales in your own jurisdiction are taxable but sales to other jurisdictions are not taxable
* **Standard rate** – for any general goods or services not included in the categories above with standard tax rates
* **Reduced rate** – for any general goods or services not included in the categories above with reduced tax rates
* **Tax-exempt** – for any tax-exempted goods or services
## Set up additional sales tax jurisdictions
**Note:** Only users with owner or sub-owner level permissions will be able to set up Kajabi Sales Tax.
After you've registered with the tax authority in any jurisdiction where you are going to charge sales tax and have your Tax ID, you can set up your Kajabi Sales Tax.
To set up your tax jurisdiction(s):
1. Open the **Settings** page from the Dashboard
2. Select **Tax** located under the Site Settings
3. Under Tax Jurisdiction, click **Add Jurisdiction**
4. Enter the jurisdiction information including the tax registration number you received
Only jurisdictions that are **Active** based on the entered **Valid From** and **Valid Until** date will be factored into the sales tax calculation.
**Note:** Worried about hitting your nexus in a region you are not currently registered in? Kajabi has your back. When we detect that you have sold enough of an offer in that region, we will send you two emails—one when you've almost hit nexus and one when you've hit nexus. These are friendly reminders to help determine if you should register.
## Enable sales tax on offers
**Note:** Kajabi Payments must be selected as a payment option in the offer for you to collect sales tax. Sales tax can be enabled for any offer you choose.
To enable Kajabi Sales Tax on your offer:
1. Open the **Sales** tab from the Dashboard
2. Click on **Offers**
3. Select the Offer you'd like to collect sales tax on
4. Click on the **Pricing** tab
5. Click on the **Collect Sales Tax** checkbox
6. Click on the **Include tax in the offer's price** if you want tax to be inclusive of the offer price, otherwise, it will be tax-exclusive and will be added on top of the price
7. Select the applicable **Tax Code**\* and **Product Type** for this particular offer
8. Click **Save** on the upper right-hand corner when complete
Want to enable Kajabi Sales Tax on **all** of your Kajabi Payment offers? Kajabi offers that feature.
To enable Kajabi Sales Tax on all of your Kajabi Payment offers:
1. Open the **Settings** page from the Dashboard
2. Select **Tax** located under the Site Settings
3. Click **Lets do it!** on the top banner to start
4. Select if you would like to **include tax in the offer's price**
5. Select if you would like to **automatically convert all your Offers to Kajabi Payments**
6. Click **Enable Now** to enable Kajabi Sales Tax on all of your Kajabi Payment offers
**Note:** Kajabi Sales Tax ensures the accurate application of sales tax for recurring [Subscription](/articles/sales/offers/how-to-create-a-subscription-offer) and [Payment Plan](/articles/sales/offers/create-a-payment-plan-offer) transactions by automatically recalculating the sales tax rate before each charge. It factors in your customer's address and any changes in jurisdictional tax rates, adjusting the sales tax accordingly. This means the sales tax may increase or decrease based on your customer's location and the relevant jurisdiction.
### Tax codes
Not sure which tax code applies to your offer? We break down how to choose the right one based on your product type in our [digital product sales tax guide](https://www.kajabi.com/blog/digital-product-sales-tax-guide).
The following tax codes are available to choose from:
* **e-Service** – for digital goods or services (excluding e-books)
* **e-Book** – for electronic books
* **SaaS** – for Software as a Service (a.k.a. on-demand software)
* **Consulting** – for consulting or other professional services in cases where sales in your own jurisdiction are taxable but sales to other jurisdictions are not taxable
* **Standard rate** – for any general goods or services not included in the categories above with standard tax rates
* **Reduced rate** – for any general goods or services not included in the categories above with reduced tax rates
* **Tax-exempt** – for any tax-exempted goods or services
## Sales tax report
You can view a detailed list of sales tax transactions from your Analytics page.
The sales tax report analytic page view can be customized by transaction date, payment type, currency, Offers, Customer Name, and Customer Email.
To view your sales tax report:
1. From the Kajabi Dashboard, click **Analytics**
2. Scroll down to **Sales Tax**
3. Choose a transaction date period or apply a filter, then click **Apply** to view the results
## Export sales tax report
### Export from the Analytics page
1. Select the **Analytics** tab from the Dashboard
2. Once on the Analytics Page, click on **Sales Tax**
3. Select the date range and any filters you would like to add, then click **Export**
### Export from Transactions
1. Select the **Sales** tab from the Dashboard
2. Once on the Payments Overview Page, click on **Transactions**
3. Select the **…** menu located next to **Filters** button and click on **Export Transactions…**
4. Select the date range and click **Export**
**Note:** Your transactions export will include a detailed breakdown of the tax name, tax rate, tax amount collected at an individual transaction level. [Learn more about transactions](/articles/sales/kajabi-payments/transactions#01H7X2NTCE06YKQ1PGF3T9P5YN).
If you have any questions, reach out to our dedicated team at [payments.support@kajabi.com](mailto:payments.support@kajabi.com).