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Tax setup checklist

A short, jurisdiction-neutral reminder of the tax-setup areas that live outside the theme. Uisce shows tax messaging on the storefront, but it does not determine your obligations, calculate your liability, or file and remit anything. This checklist points you at Shopify admin and professional review so nothing important is assumed away during onboarding.

Not legal or tax advice. This is an onboarding aid, not a substitute for a tax professional or the official authority in your markets. It applies broadly — US, Canada, EU, and beyond — but the specifics are always yours to confirm.

Who does what

OwnsIn this checklist
The theme (Uisce)Storefront tax messagingNothing to "set up" — it displays behaviour
Shopify adminTax settings & calculationItems 1–7 below
You + your adviserObligationsItems 8–10 below

In Shopify admin

  • [ ] Review your Shopify tax settingsSettings → Taxes and duties. Confirm the regions you sell to are configured.
  • [ ] Review Shopify Tax availability and configuration where it applies to your store and markets.
  • [ ] Review tax liability insights where Shopify surfaces them — they can flag where you may be approaching a registration threshold (e.g. US state economic nexus).
  • [ ] Enter tax registration details in admin where you're registered, so calculation reflects your real registrations.
  • [ ] Review product and tax categories — product tax categories affect how items are taxed; check the ones that matter for your catalog.
  • [ ] Review shipping / delivery tax assumptions — whether shipping is taxable varies by jurisdiction.
  • [ ] Review marketplace and sales-channel treatment — selling through other channels can change who is responsible for tax.

With you and your adviser

  • [ ] Confirm where registration or permits may be needed — by market and by threshold (US sales-tax nexus is the classic example, but most markets have their own registration rules).
  • [ ] Confirm the filing and remittance process — these happen in tax-authority portals, not the theme and not always in Shopify.
  • [ ] Confirm a filing calendar — frequencies and due dates live outside the theme; missing them is an obligation problem, not a storefront one.
  • [ ] Review with a tax professional where your products, markets, or volumes make it worthwhile.

Keep the storefront wording honest

Tax copy is easy to overstate. The theme presents tax behaviour; it doesn't guarantee an outcome — so describe what happens ("tax calculated at checkout where applicable; managed in Shopify admin") rather than implying everything is handled. The storefront wording guardrails have the safe and unsafe phrasings.

Where to go next

What this page is — and is not

This is an onboarding checklist for tax setup that lives outside the theme — a way to make sure the storefront's tax messaging is backed by real Shopify settings and real obligations you've confirmed. It is not legal or tax advice, not a guarantee that admin setup is sufficient, and not a filing tool. Configure tax in Shopify admin, confirm your obligations with the authority and a professional, and keep the storefront wording behaviour-based.

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