Adding a new tax rate

After having concluded the various rates and taxes for each region, you plan on providing shipping services, so you should start the configuration of these tax options. In the United States, tax policies are very diverse and even in the same state goods can be subject to different tax policies!

Before you start your shop tax configuration, make sure to put all your taxation data in the following form:

Country, State, Region, Postal Code, Percentage

Also take a note to spend some time on a little research. Valuable data can be found on tax office sites and e-government portals all around the world. In addition, try discussing each individual area concerning the features you wish to provide your clients, such as shipments and bill, with your tax consultant.

When you have all the supporting tax charges, you will have to configure Ubercart tax administration to comply with your shop's policies. Go to Home | Administer | Store administration | Configuration | Tax rates and settings. On the overview screen you can see some policies already configured and you can also add new ones, Click on Add a tax rate; you will see the tax rate creation screen.

Ubercart Add Product Tax Rate

Here, you should give some self-explanatory name to each tax policy, which will help you to review and change them in the future. After that you have to give a value for percentage that will be added as tax. Here, you can notice that you can assign specific tax rates for each product category, something very useful, as cases like this are pretty common in tax legislation. Product categories such as books and primary need consumables are subject to lower tax costs than electronics for instance.

After creating a new tax policy, you should proceed to configuring the conditional actions associated with this particular policy. On the tax administration screen, click on the Conditions link next to the tax definition you just created.

You are now on the tax condition configuration screen where the observant reader should notice that actually the edit environment is the same as the condition statements, discussed in the previous chapter. Note that you can configure complex policies with either of the conditional logics: AND or OR.

Having all the flexibility that the action module provides to configure our tax policies we can go with some of the options provided in the drop-down menu. There are some actions that are of particular interest in tax calculations, such as Check the current date, Check an order's billing State/Province, and so on.

Home > Administer > Stone administration > Conditional actions > Edit predicate

California Tax Meta data

Conditions

Actions

Conditions group Operator:

© AMD, If all of these conditions are TRUE. O OR. If any of these conditions are TRUE.

& Condition: Check an order's biîling State/Province Available conditions:

[ Check the current date '

Select Check an order's billing State/Province and click on the Add condition button. A new options group will be displayed, so click on it to expand it. As you can see, all the possible countries with the corresponding states or administrative regions are displayed. This way you do not need to research or perform complex data entries for each region individually. Select the region to which you want to associate the tax policy you just created, and click on Save changes.

Do not forget that you can also clone your configured tax policies. So, you can save time and avoid replicated actions.

Congratulations! You have created your first tax policy for your online shop. You can continue until you finish configuring all the other policies you have collected.

Other useful policies are based on country or postal code as displayed in the following image:

tf Condition: Check an order's bitting postal code Returns TRUE If the Wiling postal code Is in tlie specified area, Title:

j Check an order's billing pasta! code ts Arguments

□ Negate this condition.

Return FALSE IF the condition is TRUE and vice versa. Postal code:

Specify ¿1 pjstol codc or postal codt pattern. Use os f wild card to spccry a range of postal codes. Example: In the US, 402* represents ail areas from 40200 to 40299.

(^Remove this condition4

While configuring the tax policies for your store, you should also consider the type of data you will have for the tax calculation procedure. In particular, if you want to configure postal code-aware tax policies, make sure you make the appropriate adjustments on the Checkout settings page. You should check all fields you rely on for your tax calculation as Required. To do this, go to Home | Administer | Store administration | Configuration | Checkout settings | Address fields, and check all the mandatory fields as Required.

Checkout settings overview

Checkout settings

Checkout panes

Checkout messages

Enabled

Field

Title

Required

a

First name

First name

0

a

Last name

Last name

0

a

Phone number

Phone number

a

Company

Company

a

Street address 1

Street address 1

0

0

Street address 2

Street address 2

0

City

City

0

0

State/Province

State/Province

0

0

Country

^Country

0

0

Postal code

Postal code

0

Address

Address

Street address

Street address

After the setup of these tax rate policies, you should go and test your configuration. Ubercart taxes are completely integrated with the checkout process, so information for taxes and extra charges will be available to the user in each step for the payment process. When customers provide their billing information, payment description is updated automatically, providing information about the taxation charges for the order.

u Payment method

Select a payment method from the following options. . Order total preview:

Subtotal: $199.99

Standard Flat Rate: $11.00

Subtotal excluding taxes: $210.99

California Tax: $18.00

Order total: $223.99

Eventually, upon order fulfillment, data is added to the final order in the correct sequence, and the electronic invoice is issued by your online shop.

Cart contents

ipod Nario $1.99.99

o Color: Hrue

o Memory: 16MB

Customer Information

E-mail: Infaftinftywaiidersijir

Delivery Information

S, MATHILDA AVS, 714 SANNYVALE, CA 940S5

Billing Information

S, MATHILDA AVE, 734 SANNYVALE, CA 940S5

calculate shipping cost

5 ta ndard F1 at Rate: 311. u 0

Payment method

Subtotal: S 199.99

standard Flat Rate: $11.0ft

Subtotal excluding taxes: $210.95

California Tax: flB.OO

Total: siJS.ftS

Paying by: Check

Mail to:

( Back ) ( Submit order )

0 0

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