Managing Store Regions

Store regions define geographic tax rules that enable automatic tax calculation during storefront checkout. Each region associates a country and state/province combination with a specific tax rate percentage, allowing the system to apply appropriate taxes based on customer billing addresses. Store regions must be configured before customers can complete checkout from storefronts with tax calculation enabled.

Requirements

To manage store regions, users must be assigned a security role with the following permission:

• Administrator System Role

Understanding Store Regions

How Tax Calculation Works

During checkout, the system matches the customer's billing address country and state/province against configured store regions. When a matching region is found, the associated tax rate percentage is applied to the order subtotal to calculate the tax amount. The calculated tax is then added to the order total displayed to the customer before purchase confirmation.

Region Matching Behavior

The system uses the following matching logic to determine applicable tax rates:

• Country and State Match: When both the customer's country and state/province match a configured region, that region's tax rate is applied
• Country-Only Match: When only a country is configured (without state/province specification), that rate applies to all states/provinces within that country unless a more specific region exists
• No Match: When no matching region is found, zero tax is applied to the order

Store Regions List

The Store Regions page displays all configured regions in a list view with the following columns:

• Country: The country associated with the tax region
• State/Province Name: The full name of the state or province (may be blank for country-level regions)
• State/Province Code: The abbreviated code for the state or province
• Tax Rate %: The tax rate percentage applied to orders from this region
• Actions: Dropdown menu providing Edit and Delete options

Creating Store Regions

To add a store region:

1. Navigate to the Setup Home page and click Create > Stores
2. Click Manage Regions
3. Click New
4. Configure the region fields:
   • Country: Select the country from the dropdown list
   • State/Province Name: Enter the full name of the state or province (optional for country-level tax rates)
   • State/Province Code: Enter the standard abbreviation code for the state or province (optional for country-level tax rates)
   • Tax Rate %: Enter the tax rate percentage to apply for orders from this region (example: enter "8.25" for an 8.25% tax rate)
5. Click Save

Region Field Details

Country (Required): The country selection determines which customer billing addresses will match this region. The dropdown includes all standard country options supported by the platform.

State/Province Name (Optional): The full state or province name provides human-readable identification for the region. When left blank, the region applies to all states/provinces within the selected country.

State/Province Code (Optional): The abbreviated code (such as "CA" for California or "ON" for Ontario) is used for matching against customer billing addresses. This code should match standard postal abbreviations for accurate matching.

Tax Rate % (Required): The percentage value applied to order subtotals for tax calculation. Enter the rate as a number without the percent symbol. The system supports decimal precision for accurate rate representation.

Editing Store Regions

To edit a store region:

1. Navigate to the Setup Home page and click Create > Stores
2. Click Manage Regions
3. Locate the region to modify in the list
4. Click the dropdown arrow in the Actions column and select Edit
5. Modify the region fields as needed
6. Click Save

Deleting Store Regions

To delete a store region:

1. Navigate to the Setup Home page and click Create > Stores
2. Click Manage Regions
3. Locate the region to remove in the list
4. Click the dropdown arrow in the Actions column and select Delete
5. Click OK to confirm deletion

Common Configuration Scenarios

Single Country with Multiple State Tax Rates

For countries where tax rates vary by state or province (such as the United States or Canada), create individual regions for each state/province with its specific tax rate:

• Country: United States, State: California, Code: CA, Rate: 7.25%
• Country: United States, State: Texas, Code: TX, Rate: 6.25%
• Country: United States, State: New York, Code: NY, Rate: 8.00%

Country-Level Tax Rate

For countries with uniform national tax rates, create a single region with only the country specified:

• Country: United Kingdom, State: (blank), Code: (blank), Rate: 20.00%

Tax-Exempt Regions

For regions where no tax should be applied, create a region with a 0% tax rate:

• Country: United States, State: Oregon, Code: OR, Rate: 0.00%

Best Practices

Planning Considerations

Complete Coverage: Configure regions for all geographic areas where customers are expected to place orders. Missing regions result in zero tax calculation, which may create compliance issues.

Rate Accuracy: Verify tax rates with current regulatory requirements before configuration. Tax rates change periodically, and maintaining accurate rates is essential for compliance.

Consistent Codes: Use standard postal abbreviation codes for state/province entries to ensure accurate matching with customer billing addresses.

Ongoing Maintenance

Regular Review: Periodically review configured tax rates against current regulatory requirements. Update rates promptly when tax laws change.

New Market Expansion: When expanding to new geographic markets, add corresponding store regions before marketing storefronts to customers in those areas.

Documentation: Maintain internal records of tax rate sources and effective dates to support audit requirements and compliance verification.

Troubleshooting

Issue: Customers cannot complete checkout

Solution: Verify that store regions are configured for the customer's billing address location. If the "Calculate Taxes" option is enabled but no matching region exists, checkout may fail. Either add the missing region or disable tax calculation for the storefront.

Issue: Incorrect tax amount calculated

Solution: Review the configured tax rate for the customer's region. Verify the State/Province Code matches standard postal abbreviations. Check for duplicate regions that may cause matching conflicts.

Issue: Tax not being applied to orders

Solution: Confirm the "Calculate Taxes" option is enabled in storefront checkout settings. Verify a matching store region exists for the customer's billing address. Check that individual products do not have "Charge taxes on this product" disabled.

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