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Tax Setup

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Tax Setup

Postby Brent » Sat Mar 20, 2010 5:08 am

Taxes in AlegroCart use a 'pool' method where first the geo zones are created, then the tax classes are created, then they are linked together. Then the tax classes are referenced by products & other charges reference them. This allows one tax class to be used for multiple charges (products, shipping, etc).

Creating the Geo Zone 'name'
1. In the admin panel, Goto 'Admin->Configuration->Localisation->Geo Zone'
2. If the zone 'name' you want isn't already there, you can click "Insert" to create a new one.
3. Enter the name & description. For example: 'California Zone'
4. Click save. You should now see your new geo zone 'name' in the list.

Creating the Geo Zone 'values'
1. To the left of each geo zone name in the list is a 'yellow folder icon'. Click that to enter country & zone value for each geo zone name.
2. On that page, Click "Insert".
3. First select the Country value. For example: 'United States'
4. Then the zone box should load all USA territories. Select the zone you want. For example: 'California'
5. Click save. You should now see your new geo zone 'value' in the list.
6. Repeat for additional country/zone combos that will fall under this zone

Now the Geo Zone and its values exists in the 'pool'. The next step is to link the Tax Class to the Geo Zone

Linking it to a Tax Class
1. Goto 'Admin->Configuration->Localisation->Tax Class'
2. If the zone 'name' you want isn't already there, you can click "Insert" to create a new one.
3. After creating one, click the yellow folder icon to the left of the name.
4. On this page, click the "INSERT" button.
5. You should have some details to fill out:
Geo Zone: Choose from the drop down for the Geo Zone we created (e.g. California Zone)
Description: A brief description (e.g. "California Tax Zone")
Tax Rate: The tax percentage (e.g. 7.6)
Tax Priority: The priority this tax has on the total price. (e.g. 1)
6. Click Save.

Now the Tax class exists but we need to know which products or services will use this tax.

Linking it to Products
1. Goto 'Catalog->Product'
2. Find the product you want to add tax to and edit it
3. Under the Data tab, choose the tax class from the drop down.
4. Click save. Now the tax will apply to this product at checkout

Linking it to Shipping
1. Goto 'Extensions->Shipping'
2. Choose the shipping method you want to add tax to and click the "wrench" icon
3. Choose the tax class from the drop down.
4. Click save. Now the tax will apply to this shipping method at checkout

Multiple Taxes.
In Geo zones
Set up a Geo Zone for a country. EG: Canada
Click the yellow folder and select Country: Canada, Zones: all zones
Set up a GEO Zone for a province. EG: British Columbia
Click the yellow folder and select Country: Canada, Zones: British Columbia

Now go to Tax Class and click folder on your tax class.
Insert a new Geo zone, select Canada and enter rate. EG: 5%
Insert a new Geo zone, select British Columbia and enter rate. EH: 7%

Now, whenever the billing address is British Columbia, the tax will be 12%
All other provinces in Canada will be accessed a tax of 5%.
At this time, the tax display is the total tax accessed, not separate entries.
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Brent
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Joined: Sat Dec 12, 2009 3:35 pm
Location: Canada eh

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