Magento 2 Tutorials

How to Import, Export, and Edit Tax Rates in Magento 2?

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How to Import, Export, and Edit Tax Rates in Magento 2

Today, we’re going to teach you guys how to import, export, and edit tax rates in Magento 2 store.

Tax rate management is quite easy in Magento 2 if you operate your eCommerce locally. 

However, if you’re operating in several states having different legislation or have international operations, then entering their tax rates manually becomes an extremely time-consuming process.

Fortunately, Magento 2 allows you to easily import all the necessary tax rates by downloading via a ZIP file.

And in this tutorial, we will show you how to import, export, and edit tax rates in your Magento 2 store.

How to Export Tax Rates in Magento 2?

First of all, we will start this tutorial by teaching you guys how to export tax rates in Magento 2.

Now, if you have already added a couple of tax rates in your Magento 2 store but want to edit them, then you need to first export them in a CSV file, modify it, and re-import it to apply new changes.

Let’s see how to export your tax rates in Magento 2:

First of all, login to your admin panel and navigate to System -> Data Transfer -> Import/Export Tax Rates

After that, find the “Export Tax Rates” button and click on it to begin the download process.

Import Tax Rates Magento 2

Once the download is complete, the CSV file will be available in the download location of your system. 

How to Edit Tax Rates in Magento 2?

In order to edit tax rates in your Magento 2 store, you need to first open the CSV file in a spreadsheet editor that we downloaded earlier.

Once you open the CSV file, you’ll see columns like Code, Country, State, Zip code, Rate, Range From, etc. 

Now, open the new tax rate file that you want to import in a second spreadsheet and copy-paste the data. 

After that, simply save the CSV file to apply new changes and update tax rates.

How to Import Tax Rates in Magento 2?

Once you’ve exported and edited tax rates in the CSV file, it’s time to re-import the file to make the new tax rates live in your Magento 2 store.

For this, login to your admin panel and navigate to System -> Data Transfer -> Import/Export Tax Rates.

After that, find the “Choose File” button next to the Import Tax Rates label and click on it.

Now, select the edited CSV file and click on the “Import Tax Rates” button.

The importing process will take several minutes and once it is done, you’ll be notified.

And if you see any error message displays, there might be a formatting issue in your updated CSV file.

In that case, open the CSV file and make sure all the formatting is correct before re-submitting the file in the backend for the re-import process.

Lastly, once the import process is successfully completed, run a couple of test transactions to make sure tax rates are applied correctly.

Concluding Thoughts…

And that’s about it! This is how you can import, export, and edit Tax Rates in Magento 2 store.

We hope that you found this tutorial helpful. If you have any questions, please ask them in the comments below.

And if you need our professional help, feel free to contact us anytime.

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