How to Configure Your Tax and VAT Settings

When you start selling courses, communities, or coaching programs, you need to ensure you are collecting the right amount of tax (like Sales Tax or VAT) from your customers.

GetWealthStack makes this process seamless. You can set up global tax rules and easily apply them directly to your checkout pages.

Step 1: Update Your Business Profile

Before the system can calculate taxes correctly, it needs to know where your business is based and what your Tax/VAT ID is.

Log in to your GetWealthStack dashboard.
Click your profile picture in the top right corner and go to Settings.
In the left-hand menu, click on Profile.
Scroll down to the Company information section.
Fill in your business name, address, country, and your Tax / VAT number.
Click Save at the top or bottom of the page.

[📸 Screenshot-instruction:] Capture the Profile settings page, highlighting the 'Company information' and 'VAT number' fields.

Step 2: Configure Global EU VAT Settings (If applicable)

If you are based in Europe or sell to European customers, you need to configure how the system handles EU VAT (Value Added Tax).

Still in the Settings menu, click on Payment Gateways.
Scroll down to the Tax settings or EU VAT section.
Here you can configure specific rules, such as enabling VAT MOSS (which automatically applies the correct VAT rate based on the buyer's European country) and allowing B2B customers to enter their VAT number for a reverse-charge (0% tax).
Save your settings.

Step 3: Apply Taxes to Your Funnel (Order Forms)

Now that your global settings are correct, you need to tell your individual funnels how to charge the tax. This happens when you set up a Pricing Plan on your Order Form.

Go to Funnels and open the funnel where you are selling your product.
Select your Order Form step on the left.
In the step configuration area (not the page builder), scroll down to the Pricing plans section.
Click the + button to add a new pricing plan or edit an existing one.
When setting up the price, you will see a dropdown or toggle for Tax.
Choose your pricing model:

Tax Inclusive: The price the customer sees is the final price they pay (e.g., they pay $100, and the tax is deducted from that $100 on your end).
Tax Exclusive: The tax is added on top of the base price at checkout (e.g., base price $100 + 21% tax = they pay $121).

Select the appropriate Tax Rate for your product (e.g., Standard Rate, Reduced Rate, or a custom percentage).
Click Save.

[📸 Screenshot-instruction:] Capture the Pricing Plan creation window on an Order Form step, clearly showing the Tax dropdown and the 'Inclusive/Exclusive' options.

Pro Tip: Testing Your Checkout

Tax rules can be tricky, especially with international sales. Always preview your Order Form and enter a test address from a different country to verify that the checkout updates the tax percentage correctly before you launch your campaign to the public.