FREELessons: 15Length: 1.5 hours

Next lesson playing in 5 seconds

  • Overview
  • Transcript

2.3 WooCommerce Setup: Configuring Currency and Taxes

Hello, and welcome back to this Tuts+ course on getting started with WooCommerce. In this part of the course, we'll carry on setting up our WooCommerce installation, and I'll show you how to configure currency and taxes. So I'm now in the general settings screen for WooCommerce, and you access that by clicking on WooCommerce > Settings. And as you can see, there are a number of tabs, which we looked at in the previous part of the course. So to configure currency, you use this front tab, General, and you scroll down to the Currency options. So my site is defaulted to pound sterling because I'm in the UK and I've configured it to be in the UK. And it's set up my currency in the way that you'd expect it to work in pound sterling. But you can choose any currency as the currency for your store that you want. Now WooCommerce will only operating one currency. Although it will detect taxes, as I'll show you, depending on location, it won't change currencies, but you can override that with an add on plugin. And I use this plugin from from CodeCanyon, which is called WooCommerce Currency Switcher. And what this will do is automatically switch currency depending on where your users are coming from, where they're accessing your store from. You can decide how many currencies you want to use, which currencies you want to use. And then it will automatically detect location and switch the currency. It also gives you a widget you can put in the sidebar so that if somebody's visiting your site from a location that isn't currency that they use. So for example, if they're on holiday or they're on a business trip, they can switch the currency if they want to. Which also means you can switch it for testing. I'm not gonna worry about that now because we're focusing on WooCommerce out-of-the-box. So if you need to change the currency options from what's been set up default, you do that here. And then you click on Save changes. And then we're going to enable taxes. So if we want to enable tax rates and calculations, we click here, on Enable taxes, and then we click Save changes. And when you do that, you'll notice that another tab appears in your settings, and that's the Tax tab. So let's click on that. Now, because I've configured my site to work with Jetpack, I can use automated taxes, and I'm using WooCommerce services to do that. So you need to hook up your WooCommerce store to your account using the Jetpack plugin. Which will work with WooCommerce when you set it up initially, and you click on Enable automated taxes. And that saves you having to manually enter any tax rates. So I'm in the UK and I'm selling business to consumer. So I'm gonna enter my prices inclusive of tax. Now depending on where you are, you might enter the exclusive of tax. So if your business to business, your customers can probably claim the tax back so you don't have them exclusive of tax. And also, in countries where people are used to adding tax on at the checkout, you'd enter the exclusive of tax, but I'm including tax. It's gonna calculate tax based on the customer shipping address. It's using the standard tax class for shipping. And you can change that if you want to reduce to a zero rate. And then we can configure some additional tax classes if we want, defaults, a reduced rate, and zero rate. And we then use those when we're setting up our products. I don't need to worry about that. And we're gonna display prices in our store including tax. And during the cart and the checkout, I'm gonna include tax as well. And then I'll display tax totals as a single total, and I won't itemize them, so I'll click Save changes. Now know that when you do that, all of this becomes unconfigurable, these become grayed out. The only way you can go back and change your settings for tax now is if you were to disable automated taxes and start all over again. Cuz once you've configured this, you can't change it. If you needed to manually input tax so you weren't using those WooCommerce services, you'd go in here to the Standard rates screen. And you need to insert a row for each of the countries that you wanted to add a tax rate for, and you'd use country codes. If I click on this link, I had already got it opened, actually, I'll close that. It opens this Wikipedia page that gives you all the country codes. So you put in the country code, the state code, if relevant, postcode and ZIP, if relevant, and so forth, and then the tax rate and the name of it. If you've got multiple tax rates, you can add as many as you want. And each time you do that, you click on Insert row, and then eventually you save your changes. Because we're using automated taxes, we don't need to do that here. Which is great, cuz this is something I used to have to spend a lot of time setting up before automated taxes were available. So that's how you configure your currency and tax settings in your WooCommerce store. In the next part of the course, I'm gonna show you how to configure settings for products and shipping. See you next time, and thanks for watching.

Back to the top