Overview
Meridian supports per-region tax rates, product-level tax overrides, and automatic exemption for verified non-profit accounts. This recipe covers the minimum viable setup to stay compliant without slowing down checkout.
Step 1 — Enable tax regions
Navigate to Settings → Tax and toggle the regions where you have nexus. Meridian pulls rates from our provider nightly; you can override any rate with a fixed percentage.
Step 2 — Tag products
Assign a tax code to each product. Digital goods often qualify for reduced or zero rates in certain jurisdictions. Use the bulk editor to tag entire categories at once.
Step 3 — Exemptions
When a customer uploads a valid exemption certificate, Meridian validates it and stores the expiry. Future invoices automatically exclude tax until the certificate lapses.
Step 4 — Reporting
The Tax Summary report breaks down collected tax by region and rate. Export as CSV or pipe directly to your accounting tool via webhook.
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