Automatic Taxes & Enhanced Address Collection in Forms & Surveys

Collecting payments and managing address details in Forms & Surveys just got a whole lot smarter! 🎉

We're excited to introduce Automatic Taxes support in Forms & Surveys, along with enhanced Shipping and Billing Address capabilities to create a more seamless, native Order Form experience.

From automatically calculating taxes based on customer addresses to collecting separate Billing Addresses and simplifying checkout, we're making it easier than ever to build powerful Order Forms! ✨

🆕 What's New?

💰 1. Automatic Taxes — Let Us Handle the Calculations!

Previously, users didn't have the ability to leverage automatic tax calculations directly within Forms & Surveys.

That's changing! 🚀

With Automatic Taxes support, users can now use the Address element to determine applicable taxes based on the address information collected from their customers.

Here's what's new:

• 🧮 Automatic Tax Calculation: Taxes can now be calculated automatically using the customer's address details.
• 📍 Address-Based Taxes: The Address element serves as the source of address information used for automatic tax calculations.
• 🛒 Simplified Order Forms: Create payment collection experiences with automatic tax calculation support, reducing the need for manual tax handling.

No more relying solely on manually configured tax amounts when collecting payments through Forms & Surveys!

🏷️ 2. Customizable Address Labels — Call It What You Want!

With Automatic Taxes relying on the Address element, we realized users might want to make the purpose of that field clearer to their customers.

After all, when you're collecting shipping information, "Shipping Address" makes a lot more sense than simply "Address"! 📦

That's why we've introduced the ability to customize the label of the Address element.

What's changed?

• ✏️ Editable Address Labels: Users can now rename the Address element to something more relevant to their use case.
• 📦 Shipping Address Support: Easily label the Address element as "Shipping Address" when collecting delivery details.
• 🎯 Clearer Form Experiences: Give customers better context about the information they're being asked to provide.

A small enhancement that makes a big difference in creating intuitive Order Forms!

🧾 3. Billing Address — Collect Shipping & Billing Details Separately!

We also recognized that a customer's Billing Address might not always be the same as their Shipping Address. To support this, we've introduced a new Billing Address toggle within the Sell Products element.

Here's how it works:

• 🧾 Enable Billing Address: Users can now toggle Billing Address collection directly from the Sell Products element.
• 📦 Shipping Address Dependency: Billing Address can only be enabled when the Shipping Address is enabled.
• 🔄 Consistent Address Fields: The fields displayed in Billing Address automatically mirror the fields configured in the Address element.

For example:

If your Address element is configured to collect Street Address, City, State, Postal Code, and Country, the Billing Address will collect those same details.

This ensures a consistent address collection experience without requiring users to configure the same fields twice.

✅ 4. Same as Shipping Address — A More Native Checkout Experience!

Let's face it — nobody enjoys entering the same address twice! 😅

To make checkout even smoother, we've introduced a "Same as Shipping Address" checkbox for customers filling out Forms & Surveys.

Here's what this enables:

• ☑️ Same as Shipping Address: Customers can indicate that their Billing Address is the same as their Shipping Address.
• ⚡ Less Repetitive Data Entry: Avoid making customers manually enter identical address details.
• 🛍️ Native Order Form Experience: Bring a familiar e-commerce checkout interaction directly into Forms & Surveys.

It's a simple addition that helps make payment collection faster, more intuitive, and more user-friendly.

⚙️ How It Works

1. Open Your Builder: Navigate to your Form or Survey containing the Sell Products element.

1. Configure the Address Element: Add or configure the Address element to collect the required address details.

1. Customize the Label: Rename the Address element to something like "Shipping Address" for better clarity.

1. Enable Automatic Taxes: Configure Automatic Taxes to use the customer's address information for tax calculation.
2. Enable Billing Address: Use the new Billing Address toggle within the Sell Products element. Shipping Address must be enabled first.
3. Collect Address Details: Billing Address will automatically use the same field configuration as the Address element.
4. Simplify Checkout: Customers can select "Same as Shipping Address" when their billing and shipping details match.

⭐ Key Highlights

• 💰 Automatic Tax Calculations: Calculate applicable taxes using customer address details in Forms & Surveys.
• 📍 Address-Based Tax Support: Leverage the Address element for automatic tax calculation.
• 🏷️ Customizable Address Labels: Rename the Address element to better reflect its purpose.
• 🧾 Billing Address Collection: Collect separate billing details through the Sell Products element.
• 🔄 Consistent Address Configuration: Billing Address fields automatically mirror the Address element's field configuration.
• ☑️ Same as Shipping Address: Let customers avoid entering the same address information twice.
• 🛍️ Improved Order Form Experience: Build more intuitive and complete payment collection experiences directly within Forms & Surveys.

📝 Notes

• Availability: Automatic Taxes and the enhanced address collection experience are available in Forms & Surveys.
• Automatic Taxes: Tax calculations use address information collected through the Address element.
• Address Labels: The Address element's label can now be customized.
• Billing Address: Can be enabled from the Sell Products element.
• Dependency: Billing Address can only be enabled when Shipping Address is enabled.
• Field Configuration: Billing Address uses the same address fields configured in the Address element.
• Same as Shipping: Customers can indicate that their Billing Address matches their Shipping Address using the new checkbox.

🎯 Why This Matters

Forms & Surveys are increasingly being used to collect payments, sell products, and create complete ordering experiences.

But building a seamless checkout experience requires more than just accepting payments. Users also need the ability to calculate taxes accurately, collect the right address information, and minimize friction for their customers.

With this release, we're bringing these capabilities together.

By introducing Automatic Taxes, we're helping users build more powerful Order Forms without relying on complicated workarounds.

Smarter Taxes. Smoother Checkouts. Better Order Forms! 🚀