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To display tax in the cart during checkout, go to Configuration > Settings > All Settings (advanced) and add the following setting and value if it doesn’t already exist.
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(Optional and only supported for Exclusive Tax) To enable itemized taxes in your store, go to Settings > All Settings (Advanced), search for the ‘ecommercesettings.taxes.displayitemized’ setting and set it to ‘True’. Click Update. If you also want the Tax Category Name to be displayed on the confirmation letter, set ‘TaxSettings.DisplayTaxRates’ to ‘True’ as well.
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To configure the language string for the tax component of the shopping cart, 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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(For Displaying Itemized Taxes) If you use a % at the end of the tax category name be sure to edit the following Language String to remove the % from the Value. Go to Configuration>Languages select to Edit English, and select the String resources tab. Search for the following string and configure as shown (remove the %.)
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Create Tax Rules
Create Tax Settings
Apply Tax Setting to Products
Display Itemized Taxes to Guest (Optional)
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NOTE: For information on tax setup within the retail configuration, see the Retail Configuration Documentation section. |
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Determine which of the following two options are desired for your store:
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.
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.
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IMPORTANT: Unity does not support RTP|One configuration with Inclusive Tax with Discount/Commission. |
Go to Configuration > Settings > Tax Settings. Toggle the display to ‘Advanced’
On the Tax settings page, scroll down to the Tax Displaying tab.
To setup exclusive tax, enter the following:
Allow customers to select tax display type: Uncheck
Tax display type: Select ‘Excluding tax’
Price Include tax: Uncheck
To setup inclusive tax, enter the following:
Allow customers to select tax display type: Uncheck
Tax display type: Select ‘Including tax’
Price Include tax: Check
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.
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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 if the product is taxed.
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.
4. Display Itemized Taxes to Guest (Optional)
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Ensure that itemized taxes in your store are enabled (See Settings above) so that Tax Category Name is used for tax labels displayed in the store.
Tax Category Name is configurable, so the administrator can choose a meaningful label to display to the guest. To configure a tax category name, go to Configuration > Tax Categories.
Click Edit to update the names as desired.
Click Update.
Add the applicable tax to all taxable products in your store (See Step 3 above.) For example, if lift, lesson, and pass products all carry a tax rate of 5%, and rental products are taxed at 12%, you need to configure two tax categories and assign the 5% tax to lift, lesson, and pass products, and the 12% tax to rental products.
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NOTE: Aspenware Commerce supports one tax per product, so ensure you have one tax rate configured for all your applicable tax rates for each product type. |
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