---
title: "Tax Utilities"
description: "The app provides a one-stop configuration for the tax setup. The tax utilities app is a replacement for the following apps."
url: "https://docs.j2commerce.com/apps/tax-utilities"
markdown_url: "https://docs.j2commerce.com/apps/tax-utilities.md"
last_updated: "2026-10-23T02:33:38+00:00"
version: "J2Store 4"
breadcrumbs:
  - title: "Home"
    url: "https://docs.j2commerce.com/"
  - title: "Apps"
    url: "https://docs.j2commerce.com/apps"
  - title: "Tax Utilities"
    url: "https://docs.j2commerce.com/apps/tax-utilities"
---

# Tax Utilities

The app provides a one-stop configuration for the tax setup. The tax utilities app is a replacement for the following apps.

- Tax display
- Combine taxes
- Tax exemption
- Store-wide tax exemption
- Certificate-based tax exemption
- User group-specific tax rates

## Requirements

- PHP 8.1.0 +
- Joomla! 4.x/ Joomla! 5.x +
- J2Commerce / J2Store 4.x +

## Purchase the App

**Step 1:** Go to our [J2Commerce website](https://www.j2commerce.com/extensions) > Extensions > Apps

**Step 2:** Locate the Tax Utilities App > click View Details > Add to cart > Checkout.

**Step 3:** Go to your My Downloads under your profile button at the top right corner and search for the app. Click Available Versions > View Files > Download Now

## Install the App

Go to System > Install > Extensions > Install the app

![Bulk Discounts](https://docs.j2commerce.com/images/docs/v4/assets/user-group-3%20%285%29.webp)

## Enable the App

Go to J2Commerce > Apps > search for the Tax Utilities app

Click on the 'X' under Status to enable it.

Click on "Open App" or the Title to start setting up the app

## Setting up the Parameters

Since the app is a combined form of the above-mentioned apps, it has 5 tabs for each functionality it offers. This is how you could set this app up.

### Tax Display

This tab allows you to choose whether you would display the product price inclusive or exclusive of the tax based on the user groups, where you wish to display the tax, and restrict (hide or show) the tax display based on the user groups.

The following are the parameters that have to be set up to customize your tax display. \*\*NOTE: The settings set here would override the default tax configuration under J2Commerce > Setup > Configuration > Tax. \*\*

**Would you like to control how taxes show in the product/cart pages?**

Set this option to Yes if you wish to control how tax is shown on the product or cart pages. The value chosen in this field determines whether or not the following parameters take effect. For example, if you select Disable for this option, the options that follow wouldn’t have any effect.

**Where should the tax be displayed?**

This option lets you choose the place where the tax display settings should take effect. The values available are Product view and cart view.

When you choose the product view, the following options that restrict tax display would take effect only on the product page, that is, on the item view and list view.

When you choose the cart view, the following options that control tax display would affect only the cart page.

You could also choose both options if you wish to display tax based on the options that follow on both the product view and the cart page.

**Chosen user groups will see prices excluding tax in product pages**

Select the user groups for which you wish the product price should exclude the tax on the product page. For instance, if you select the Wholesale user group here, then when users of the wholesale user group log in to the site, they would see the wholesale price without tax on the product page.

NOTE: This option affects only the product page. Leaving this field empty would disable the option.

**Chosen user groups will see prices including tax on product pages**

Select the user groups for which you wish to display the product prices, including the tax, on the product page. For instance, if you select the Registered user group here, the users of that group would view the product price inclusive of the tax on the product page.

NOTE: Setting only affects the product page. Leaving this field empty would disable the option.

**Tax should not be calculated for the following user groups on the cart page**

The user groups chosen in this option would not have tax calculated on the cart page, that is, they would be exempt from the tax calculation. For instance, if the Guest user group is chosen in this option, the guest users would not have tax applied to their cart. They would have product prices exclusive of tax

![Tax utilities app, Tax Display tab: Enable control, where to display tax, and wholesale, Registered and Guest user group fields, each with a red explanatory note](https://docs.j2commerce.com/images/docs/v4/doc-images/apps/tax-utilities/taxpage.png)

\*\*Working: \*\*

**For wholesale users:** With the above setup, the users of the wholesale group would see product prices excluding tax on the product page, regardless of the setting on the J2Commerce configuration.

**For registered users:** With the above setup, the registered users would see product prices including tax on the product page, irrespective of the setting on the J2Commerce configuration.

\*\* For guest users:\*\* Users of the guest group would be exempted from tax on the cart and checkout pages.

**J2Commerce Configuration**

![J2Commerce Configuration, Tax tab: Prices Entered With Tax, Calculate tax based on Billing Address, and two price display dropdowns set to Including tax with red arrows](https://docs.j2commerce.com/images/docs/v4/doc-images/apps/tax-utilities/j2storeconfiguration.png)

**For whole sale users**

![Storefront product page for a Shirt with $0.74 price marked Excl. 31% tax highlighted, and the Login Form greeting a wholesale customer highlighted](https://docs.j2commerce.com/images/docs/v4/doc-images/apps/tax-utilities/wholesaleusers.png)

**For registered users**

![Storefront product page for a Shirt showing a $1.00 price with Incl. 31% tax highlighted, next to a Login Form showing a logged-in Registered user](https://docs.j2commerce.com/images/docs/v4/doc-images/apps/tax-utilities/registeredusers.png)

**For guest users**

![Storefront cart with a Shirt line item, Cart totals without any tax line and a highlighted Login Form in the sidebar for a guest visitor](https://docs.j2commerce.com/images/docs/v4/doc-images/apps/tax-utilities/Guestusers.png)

### Combine taxes

This tab would provide settings for you to combine all forms of taxes on your site.

**Would you like to combine the taxes in the totals column?** Set this to enable if you wish that all the taxes(Tax for product, tax for shipping) should be combined together and shown in the totals section.

**Label for the combined taxes:** What should be the label when taxes are combined and shown in the totals section? Mention that label here.

\*\*Instead of combining the shipping tax with the product taxes, add it to the shipping cost. \*\*

When you set this option to Yes, the tax of the product would be shown separately, while the tax on shipping would be included in the shipping cost itself.

![Tax utilities app, Combine taxes tab: combining enabled, label Taxes combined, and shipping tax added to shipping cost set to Yes, with red explanatory notes](https://docs.j2commerce.com/images/docs/v4/doc-images/apps/tax-utilities/taxutilities.png)

**Working:**

With the above setup, the tax rates at the cart page would be shown like this:

![Storefront cart totals with a single Taxes combined line of $0.26 highlighted beneath the new user shipping line and above the Total](https://docs.j2commerce.com/images/docs/v4/doc-images/apps/tax-utilities/working.png)

### Store-wide tax and exemption

This would allow you to force tax calculation based on the address of the store mentioned under J2Commerce > Setup > Configuration > Store. Irrespective of the address entered by the user, tax would be displayed based on the store address.

***Force tax to be calculated on store address for ALL Customers (ignore customer address)?***

Set this option to Yes if you wish that tax is to be calculated based on the store address and not the user’s address.

![Tax utilities app, Storewide tax and exemption tab: force tax on store address for all customers set to Yes, with a red arrow pointing at the toggle](https://docs.j2commerce.com/images/docs/v4/doc-images/apps/tax-utilities/App-tax-utilities.png)

NOTE: This setting has to be turned on only when you wish that users have to be levied tax irrespective of their address.

**Working:** Store address: UK. Tax is set for: UK. Customer address: None or any other address other than UK. Tax: UK tax would be levied on all users irrespective of their address.

### Tax setup

![J2Store Tax rates list with one enabled UK-Tax rate of 21.000 percent assigned to the UK geo zone, with a red arrow and note that tax is set for UK](https://docs.j2commerce.com/images/docs/v4/doc-images/apps/tax-utilities/taxsetup.png)

\*\*Store address: \*\*

![Store settings address fields with Country name set to United Kingdom and a red arrow noting the store address is UK, plus zone and default currency](https://docs.j2commerce.com/images/docs/v4/doc-images/apps/tax-utilities/storeaddress.png)

\*\*User address and tax calculation at frontend: \*\*

![Storefront cart for a Shirt with UK-Tax (21%) in Cart totals and an Estimate shipping and tax form set to United States, noting UK tax still applies](https://docs.j2commerce.com/images/docs/v4/doc-images/apps/tax-utilities/useraddressandtaxcalculation.png)

### Certificate-based tax exemption

Enabling this option would enable users to be exempted from tax once they upload a file (tax exemption certificate) at the checkout page during registration.

**Provide certificate-based tax exemption**

Enabling this option would display a checkbox asking users to upload a tax exemption certificate during registration. The file uploaded by users would be available for store administrators to download from the order history of that particular order.

![Tax utilities app, Certificate based tax exemption settings tab: Provide certificate based tax exemption set to Enable, with a red arrow and note](https://docs.j2commerce.com/images/docs/v4/doc-images/apps/tax-utilities/certifictaebasedtax.png)

![Checkout registration form with a highlighted tax-exempt checkbox and file upload showing an upload successful message, noting the certificate is uploaded during registration](https://docs.j2commerce.com/images/docs/v4/doc-images/apps/tax-utilities/certicatebasedtax2.png)

![Admin order view for a Confirmed invoice with a Tax exemption certificate Download button highlighted under the Pdf invoice section, above the Status controls](https://docs.j2commerce.com/images/docs/v4/doc-images/apps/tax-utilities/invoice.png)

### Tax rate per user group

This tab has provisions to help you set up user group-based tax rates.

### User group-based tax rates

Enable this option to set up tax rates based on user groups. The available tax rates and user groups would be listed, and you could map them accordingly.

![Tax utilities app, Tax Rate per Usergroup tab: group-based rates Enable, UK-Tax mapped to Registered and US-TAX mapped to wholesale, with red notes](https://docs.j2commerce.com/images/docs/v4/doc-images/apps/tax-utilities/usergroupbasedtax.png)

**Working**

![Storefront cart for a wholesale customer showing US-TAX (9%) of 0.07 in Cart totals, with the tax line and the Login Form greeting highlighted](https://docs.j2commerce.com/images/docs/v4/doc-images/apps/tax-utilities/usergroupbasedtaxworking.png)

![Storefront cart for a Registered user showing UK-Tax (21%) of 0.17 in Cart totals, with the tax line and the Login Form greeting highlighted](https://docs.j2commerce.com/images/docs/v4/doc-images/apps/tax-utilities/usergroupbasedtax2.png)