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AE:Set-up Checklist
AE:Set-up Checklist
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1. POS TASKS

POS Task 1
  • Ensure that Taxes are set up in RTP|One or Siriusware.

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2. INFRASTRUCTURE TASKS

Infrastructure Task 2 -

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3. COMMERCE TASKS

Commerce Task 3 -

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Language String, Setting, HTML widget, etc. Task 4 -

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Setting

  • Ensure that shoppingcartsettings.displaytax is set to ‘True.’

Language Strings

  • Configure shoppingcart.totals.taxlabel to ‘Tax (Estimate)’

  • Configure checkout.totals.tax to ‘Tax’

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1. Create Tax Rules

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  • Go to Configuration > Settings > Tax Settings

  • On the Tax settings page, scroll down to the Tax Displaying tab.

    1. To setup exclusive tax, enter the following:

      1. Allow customers to select tax display type: Uncheck  

      2. Tax display type: Select ‘Excluding tax’ 

    2. To setup inclusive tax, enter the following:

      1. Allow customers to select tax display type: Uncheck 

      2. Tax display type: Select ‘Including tax’ 

  • Click Save.

2. Create Tax Settings

  • Go to Configuration > Tax Categories.

  • Scroll down to the Add new record section.

  • Enter a Name for the new tax category and Display Order.

  • Click Add new record.

  • Go to Configuration > Tax providers page in Administration.

  • Click Configure next to the Manual (Fixed or By Country/State/Zip) provider.

  • The Tax category created in the previous step will be shown in the Tax category list

  • Click Edit and enter the Rate.

  • Click Update to save. 

  • Return to the Tax providers list and if the updated provider is not already set as the primary provider, click Mark as primary provider for Manual (Fixed or By Country/State/Zip). 

3. Apply Tax Setting to Products

  • Go to the Catalog > Products and Search for the desired product. 

  • Click Edit.

  • Scroll down to the Price section on the page.

  • Ensure that Tax exempt is unchecked. 

  • From the Tax category drop-down, select the tax category that applies to the product.

  • Click Save at the top of the Edit product details page.

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AE:Prerequisites Tasks Excerpt
AE:Prerequisites Tasks Excerpt
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POS Tasks

  • POS Task that must be completed first Ensure that Taxes are set up in RTP|One or Siriusware.

Infrastructure Tasks

  • Infrastructure Task that must be completed first. Remove section if not required

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AE:Setting, Language String and/or HTML Widgets for this feature
AE:Setting, Language String and/or HTML Widgets for this feature
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Settings

  1. Go to Configuration > Settings > All Settings (advanced) and add the following setting and value if it doesn’t already exist. 

Setting

Value

shoppingcartsettings.displaytax

True

Language Strings

  1. Go to Configuration > Languages, select to Edit English, and select the String resources tab. Add the following language strings if they don’t exist:

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  1. Create Tax Rules

  2. Create Tax Settings

  3. Apply Tax Setting to Products

1. Create Tax Rules

This step configures whether the store will use and display inclusive tax or exclusive tax across the store. 

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  1. Exclusive Tax: Exclusive tax amount is available for display in the cart, checkout and confirmation pages and email. The order total is the sum of the subtotal and tax on the order.

  2. Inclusive Tax: Inclusive tax amount is available for display in the cart, checkout and confirmation pages and email. The order total is the sum of the subtotal and the tax on the order included in the price of the products.

  • Go to Configuration > Settings > Tax Settings

  • On the Tax settings page, scroll down to the Tax Displaying tab.

    1. To setup exclusive tax, enter the following:

      1. Allow customers to select tax display type: Uncheck  

      2. Tax display type: Select ‘Excluding tax’ 

    2. To setup inclusive tax, enter the following:

      1. Allow customers to select tax display type: Uncheck 

      2. Tax display type: Select ‘Including tax’ 

  • Click Save.

2. Create Tax Settings

  • Go to Configuration > Tax Categories.

  • Scroll down to the Add new record section.

  • Enter a Name for the new tax category and Display Order.

  • Click Add new record.

  • Go to Configuration > Tax providers page in Administration.

  • Click Configure next to the Manual (Fixed or By Country/State/Zip) provider.

  • The Tax category created in the previous step will be shown in the Tax category list

  • Click Edit and enter the Rate.

  • Click Update to save. 

  • Return to the Tax providers list and if the updated provider is not already set as the primary provider, click Mark as primary provider for Manual (Fixed or By Country/State/Zip). 

3. Apply Tax Setting to Products

Applying Tax Settings to Products

  • Go to the Catalog > Products and Search for the desired product. 

  • Click Edit.

  • Scroll down to the Price section on the page.

  • Ensure that Tax exempt is unchecked. 

  • From the Tax category drop-down, select the tax category that applies to the product.

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  • Click Save at the top of the Edit product details page.

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