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Table of Contents

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1. POS Tasks

RTP|One

  • If products are taxed inclusively, setup Product Headers for inclusive tax, ensuring it matches what is configured in Aspenware Commerce.

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    titleRequired

  • If products are taxed exclusively, setup Product Headers for exclusive tax, ensuring it matches what is configured in Aspenware Commerce.

    Status
    colourRed
    titlerequired

  • If your resort uses Unity AND you wish to apply taxes by shipping location (only supported for Retail products), the RTP|One administrator must configure taxes by shipping location in RTP|One, and each region, province/state, or postal code must match the tax rates you configure in Aspenware Commerce.

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    titleoptional

Siriusware

  • If products are taxed inclusively, setup Item(s) for Siriusware inclusive tax, ensuring it matches what is configured in Aspenware Commerce.

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    colourRed
    titlerequired

  • If products are taxed exclusively, setup Item(s) for Siriusware exclusive tax, ensuring it matches what is configured in Aspenware Commerce.

    Status
    colourRed
    titlerequired

  • If you wish to display itemized taxes, ensure that the corresponding products in Siriusware must also be configured with only one tax, at the matching rate.

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    titleoptional

Status
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titlePrerequisite

2. Commerce Tasks

Language Strings, Settings, HTML widgets

Settings

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

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    colourBlue
    titleoptional
    for Fixed Rate tax configuration
    Status
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    titleoptionalrequired
    for by Country tax configuration

  • If configuring taxes for Itemized Taxes, set ‘ecommercesettings.taxes.displayitemized’ to 'True.' (Only supported for Exclusive tax)

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    titleoptional

  • If configuring taxes by shipping location, set ‘taxSettings.DisplayTaxRates’ to 'True.' (Only supported for stores that sell Retail products ) and have tax set to by country

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    colourBlueRed
    titleoptionalrequired
    for by Country tax configuration

Language Strings

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

    Status
    colourRed
    titlerequired

  • Set ‘checkout.totals.tax’ to ‘Tax’

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    colourRed
    titlerequired

  • Set ‘Messages.Order.TaxRateLine’to ‘Tax {0}:’

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    colourBlue
    titleoptional

Status
colourYellow
titlePrerequisite

1. Create Tax Rules to be either Inclusive or Exclusive

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titleRequired

2. Create Tax Settings

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titlerequired

  • Create Tax Category

  • Configure rate for each Tax Category

  • Assign a primary Tax Provider

3. Apply Tax Setting to Products

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colourRed
titlerequired

4. Display Itemized Taxes to Guest

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titleoptional

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titleDetailed Setup

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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. 

Setting

Value

Example

shoppingcartsettings.displaytax

When set to “True”, the line item for taxes will be displayed on the shopping cart and checkout and are defaulted to the language strings shoppingcart.totals.taxlabel for the shopping cart and checkout.totals.tax for checkout.

When set to “False”, the line item for taxes will not be displayed on the shopping cart.

Note: checkout will display the tax line whether this setting is True or False.

NOTE: Depending on this setting, inclusive vs exclusive taxes, and the setting for 'taxsettings.hidetaxinordersummary”, the cart display may vary.

True

False

taxsettings.hidetaxinordersummary

When set to “True”, checkout will display the taxes $__.

When set to “False”, checkout will always display a $0 value in checkout.

NOTE: Depending on this setting, inclusive vs exclusive taxes, and the setting for shoppingcartsettings.displaytax, the cart display may vary.

True

False

  • (Optional and only 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. This is REQUIRED for stores that sell Retail products and have tax set to by country

Setting

Value

ecommercesettings.taxes.displayitemized

True

taxSettings.DisplayTaxRates

True

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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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Note

IMPORTANT: Unity does not support RTP|One Tax configuration for the method called “Inclusive Tax with Discount/Commission Reduction”.

  • Go to Configuration > Settings > Tax Settings. Toggle the display to ‘Advanced’

  • 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’ 

      3. Price Include tax: Uncheck

    2. To setup inclusive tax, enter the following:

      1. Allow customers to select tax display type: Uncheck 

      2. Tax display type: Select ‘Including tax’ 

      3. 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.

Info

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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