How to manage tax rates

Turn on "show only unconfigured" to list every zone-and-class combination that has no rate yet, each with a button that pre-fills the add row for it. The counter above the table always shows how many combinations are covered.

CSV tools manage rate lines only. They never create or change tax zones, tax classes, default selections, geography, or business exemptions. Create the required zones and classes in this market before importing or updating rates.

A market can hold up to 500 rate lines, with up to 10 lines in one zone-and-class combination. Import and Update use the same limits as changes made in the admin or Store API; CSV cannot bypass them.

Import is create-only. Start with the import template and add new rate lines that reference zones and classes already present in this market. If the same zone, class, and rate name already exists, the row is skipped; Import never overwrites it.

Identify zones and classes with their exported IDs when possible. Their readable names and the class slug must match the saved records, which catches stale or edited references before anything is applied.

Update starts with a fresh export from the Update wizard. Every exported row contains tax_rate_id, the stable identity required to update that exact line. Edit the exported values without changing tax_rate_id, then upload the file and review the field-by-field preview. Unknown IDs, duplicate IDs, and IDs from another market are rejected; unchanged rows are left alone.

An update may change the line name, customer-facing display name, percentage, compound mode, zone, or class, but the destination coordinate must not conflict with another saved line. Update never creates a missing rate.

Export runs as a background job and includes every saved rate line in this market with its stable rate, zone, and class IDs. Use the completed export as a record of the configuration or as the required starting file for Update.

Export zones and Export classes create reference CSV files for the tax structure already configured in this market. The zone file includes each zone's ID, name, description, countries, subdivisions, default status, and priority. The class file includes each class's ID, name, slug, description, and default status.

Use these reference files to copy valid zone and class identifiers into a new rate Import file. They cannot be imported and do not create or update zones or classes. To update existing rates, start with Export rates instead because Update requires each row's tax_rate_id.

Older files can also contain country_code and subdivision_code. They are checked against the referenced zone but do not change its coverage. A file without display_name uses rate_name as the customer-facing name, and a blank compound_mode means added_to. The supported compound modes are added_to and compounded.

The preview checks the whole file for unknown or duplicate columns, missing required values, unknown zones or classes, labels that do not match their IDs, invalid percentages or compound modes, and duplicate or conflicting rate coordinates. Market and zone-and-class capacity are checked again while rows are applied against the current saved rates.

Import and Update are processed in row-atomic chunks, not one transaction for the whole file. If a runtime failure occurs, successful rows remain applied and the job reports the failed rows. Review the completed job before relying on the rates at checkout.

Deleting a line removes just that line. If it was the combination's only one, the combination becomes unfilled and items of that class in that zone are no longer taxed by zone rates.

In the Tringify app, open Markets, choose the market, and then go to Tax > Rates. You can manage rate lines, find unconfigured combinations, and run the same Import, Update, and Export workflows described above.