Tax overview
Understanding tax configuration in Katura.
Overview
Configure sales tax collection for your store. Katura provides basic tax settings in Settings → Store.
Tax configuration
Set up tax collection based on your business location and obligations:
- Tax rates — configure tax percentages by region
- Tax-exempt customers — wholesale accounts can be marked as tax exempt
- Display settings — show prices with or without tax
Warning
Tax obligations vary by jurisdiction. Consult with a tax professional to ensure you're collecting and remitting the correct sales tax. Katura provides the tools to calculate and collect tax, but does not provide tax advice.
Wholesale tax exemption
Wholesale accounts can be flagged as tax-exempt in Wholesale → Accounts. When the Require Resale Certificate setting is enabled, you can track certificate status for each wholesale account.
Sales tax nexus
Since the 2018 Wayfair Supreme Court decision, every state can require out-of-state sellers to collect sales tax once they cross an economic nexus threshold. For most US states the threshold is $100,000 in sales or 200 transactions per year, whichever comes first. A handful of states only use the dollar threshold; California uses $500k; Kansas has no threshold at all.
Katura tracks your trailing 12-month sales by ship-to state and surfaces an alert at Settings → Taxes → Nexus when you cross 80% of any threshold — giving you time to register and turn on collection before you're out of compliance.
Stripe Tax integration
For tenants on the Growth plan and above, Katura integrates with Stripe Taxfor fully automated US sales tax. When enabled:
- Tax is calculated at checkout from the ship-to address using Stripe's rate engine (zip+4 precision)
- Product-level tax codes (e.g., jewelry, repair services) drive the right rate per line
- Tax-exempt customers (wholesale, reseller, government) skip calculation entirely
- Per-state liability reports generate at
Settings → Taxes → Reports - Filing handoff: Stripe Tax exports CSVs Avalara/TaxJar can ingest, or use Stripe's own filing service
VAT, GST & international tax
- EU VAT — registered tenants charge destination-country VAT on B2C; B2B customers with valid VIES VAT IDs get reverse charge applied automatically
- UK VAT — separate registration; £85k threshold
- Canada GST/HST/PST — Stripe Tax supports federal + provincial
- Australia GST — 10% above A$75k threshold
Tax-compliant invoices
Customer-facing invoices and order receipts include all jurisdiction-required fields: seller VAT/EIN, buyer details, line-by-line tax breakdown, and total tax collected. EU and UK invoices include a sequential invoice number (gap-free) per legal requirement. Invoice templates are at Settings → Branding → Invoice.
Handing off to your accountant
Export the per-jurisdiction tax-collected report monthly (or quarterly) at Settings → Taxes → Reports. The CSV is structured to drop directly into Avalara, TaxJar, QuickBooks, or your accountant's preferred filing tool. Each row includes jurisdiction, taxable sales, exempt sales, tax collected, and a link back to the underlying orders for audit.