Create a tax on the Self-Care Portal

Self-Care Portal

Use the Self-Care Portal to create taxes that you can apply to transactions on the Virtual Terminal, Payroc App, and Hosted Payment Pages.

If you create more than one tax:

  • For Virtual Terminal transactions, you can choose which tax to apply. For more information about how to add a tax, go to Apply a tax to a Virtual Terminal sale on the Self-Care Portal.
  • For Payroc App transactions, the app automatically applies the lowest tax amount.
  • For Hosted Payment Pages, we automatically apply the first tax that appears in the Self-Care Portal.

To create a tax, complete the following steps:

  1. Log in to https://payments.payroc.com/merchant/selfcare/.
  2. From the navigation menu, select Settings, and then select Terminal.
  3. From the Terminal Taxes section, select ADD NEW TAX.
  4. For each tax that you want to create, enter the following details:
    1. Enter a name for the tax.
    2. Enter a percentage of the tax.
      Note: The percentage must be greater than 0.0 and less than 99.99999.
  5. Select UPDATE SETTINGS.

After you create a new tax, we automatically apply the changes to your tranactions on the Virtual Terminal and Hosted Payment Pages. If you use the Payroc App to run transactions, restart the app to apply the changes.