Tax on a Form (Pro)
WP SmartPay Pro lets you add a tax rate to individual payment forms. The tax is calculated on the form's base amount, shown at checkout as a separate line item, and included on auto-generated invoices.
Enabling Tax on a Form
- Open the form: SmartPay → Forms → Edit.
- In the right sidebar, expand the Pricing panel.
- Locate the Tax section (Pro).
- Toggle Enable Tax to on.
Configuring the Tax Rate
- Tax Label — The name shown at checkout and on the invoice (e.g., "GST", "VAT", "Sales Tax").
- Tax Rate (%) — The percentage to charge. For example, 10 for 10%.
- Inclusive vs Exclusive — Choose whether the stated form price already includes tax (inclusive) or whether tax is added on top of the stated price (exclusive).
Display at Checkout
With tax enabled, the checkout form shows:
- Subtotal
- Tax label + calculated tax amount
- Total (subtotal + tax)
The customer sees the full breakdown before clicking the pay button, making the charge fully transparent.
Tax on Invoices
When Pro invoices are generated for a payment from a tax-enabled form, the invoice automatically includes the tax as a separate line item with the tax label and rate. This makes the invoice suitable for accounting and tax reporting.
Per-Form Configuration
Tax is configured on a per-form basis. One form can have 10% VAT, another can have no tax, and a third can use a different label. There is no global tax rate in SmartPay — each form is independent.
Note: SmartPay does not automatically determine the correct tax rate based on customer location. If you need location-based tax calculation (e.g., EU VAT), you will need to configure the appropriate rate manually per form or use an integration that handles tax compliance.