Before you start trading, it’s essential to configure your tax rates so the storefront calculates and applies tax correctly at checkout.
EvolutionX provides two simple ways to set up tax rates:
Option 1: Add tax rates manually
Option 2: Import tax rates in bulk
🛠 Option 1: Add Tax Rates Manually
Go to Store Settings → Tax.
Click “Add Rate”.
Fill in the required details:
Country Code — required (e.g., US)
State — required for US
Zip Code — required for destination-based states; optional for origin-based
ZIP codes can be entered as:
5-digit format → 44077
9-digit (ZIP+4) with dash → 44077-1234
9-digit (ZIP+4) without dash → 440771234
Tax Rate — numeric value (e.g., 7.5)
Include Tax on Shipping — toggle ON or OFF:
When ON, a new field appears: Shipping Rate % to enter the shipping tax percentage.
Shipping Rate — numeric if applicable.
Click Save.
Repeat for each additional tax rate as needed.
✅ Tip: Manual entry works best for smaller tax tables or quick changes.
📥 Option 2: Import Tax Rates in Bulk
If you subscribe to Zip2Tax or already have a tax rate list, you can upload multiple rates at once.
Go to Store Settings → Tax.
Click Import Tax Rates.
Download the template file (.csv, .xls, or .xlsx).
Fill in the file following the Import Rules Table below.
Upload the file and submit.
Processing may take several minutes depending on file size.
🧾 Tax Rate Import Rules Table
Column | Rules | Example | Notes |
Country Code | - Required field- Valid ISO country code- Must be unique in combination with State & Zip | US | If US, both State and Zip are required. If IE, both can be blank. If GB, Zip is required. |
State | - Required when Country is US- Valid state | TX | Required for US. Must be unique in combination with Country & Zip. |
Zip | - Required when Country is US or GB- Not required for IE- Supports:• 5-digit (44077)• 9-digit with dash (44077-1234)• 9-digit without dash (440771234) | 78712-0025 | This field must be unique in combination with Country & State. |
Tax | - Required- Numeric only- No commas; decimals allowed | 7.5 | Example: 7.5 for 7.5% tax. |
Shipping Taxable | - Acceptable values: 0 or 1 | 1 | 1 = shipping taxable, 0 = not taxable. |
Shipping Rate | - Numeric only- No commas; decimals allowed | 3.99 | Percentage if shipping is taxable. |
Delete Record | - Acceptable values: Y or N | Y | Use Y to remove a record from the system. |
⚠️ Important:
Country + State + Zip combinations must be unique in the file.
ZIP codes can be entered with or without the dash when using 9-digit format.
Decimal formatting only (e.g., 7.5), no commas.
Incorrect formatting will cause the import to fail.
🏠 Special Note for Origin-Based States
For businesses operating in origin-based tax states (e.g., Ohio, Texas, Pennsylvania, Tennessee):
The tax rate is determined by the Supplier’s ship-from address.
Supplier addresses are configured under the Suppliers menu in your EvolutionX admin.
You do not need to upload every ZIP code in the state.
✅ Create a single state-level tax rule with no ZIP code.
EvolutionX will apply this rate automatically for all shipments in that state.
💡 Example:
If your warehouse is in Ohio:
Country: US
State: OH
Zip: (leave blank)
Tax: 7.5
Include Tax on Shipping: toggle ON if applicable.
🧭 Verification Steps
Go to Store Settings → Tax to review the entries.
Place test orders:
Ship to an in-state address → confirm correct tax calculation.
Ship to an out-of-state address → confirm no tax or correct nexus behavior.
If using Avalara, confirm dynamic tax rates are applied.
📚 Related Articles & Resources
📝 Summary
Manual entry: Simple setup with shipping tax toggle.
Bulk import: Ideal for large datasets (follow the import rules table).
Supports:
✅ 5-digit ZIPs
✅ 9-digit ZIP+4 with dash (44077-1234)
✅ 9-digit ZIP+4 without dash (440771234)
Origin-based states: One state-level rule—no ZIP required.
Shipping address state determines origin-based tax sourcing.
Avalara users don’t need to maintain manual tax tables.
Always test your configuration before going live.