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Step 1: Set up tax add-on in Braintree

Learn how to configure sales tax in Braintree by following a series of steps, including logging in, selecting subscriptions, and creating an add-on.

To configure a sales tax in Braintree, complete the following steps:

  1. Log in to your Braintree Control Panel (use production URL for live accounts).
  2. Navigate to Subscriptions > AddOns/Discounts.
  3. Click Create an Add-On.
  4. Configure your add-on with these settings:

    Field

    Value

    Description

    IDsales_tax (or your preferred identifier)Unique identifier for the add-on.
    NameSales TaxDisplay name for the add-on.
    DescriptionCalculated sales taxOptional description.
    Amount1.00Set to any value - Zephr will override this with the calculated percentage.This value does not affect the final tax; Zephr uses the Add-On as a reference for applying a tax percentage.
    DurationDuration of SubscriptionTax should apply for the entire subscription period.
    Note:

    Add-ons and discounts must be created from the Control Panel. Via the API, you can only view existing add-ons and discounts and add them to a subscription. Also, the Add-On amount value is symbolic and only used to trigger tax logic on the Zephr side. It has no impact on the actual tax applied.

  5. Click Create.
  6. Record the Add-On ID. You will need this for the Zephr configuration.