Configuration: Taxes

Setup Checklist

This section is a comprehensive and high level summary of all tasks and prerequisites required for this feature to function properly. This section is purposed for use after an administrator is familiar with configuring this feature as an “audit” checklist. For detailed set-up instructions, jump down to “Prerequisite Tasks” and “Detailed Setup Guide” and then follow up with this checklist to ensure all steps are completed.

1. POS TASKS
POS Task 1 REQUIRED	PREREQUISITE
2. INFRASTRUCTURE TASKS
Infrastructure Task 2 - REQUIRED	PREREQUISITE
3. COMMERCE TASKS
Commerce Task 3 - REQUIRED	PREREQUISITE
Language String, Setting, HTML widget, etc. Task 4 - REQUIRED Setting Ensure that shoppingcartsettings.displaytax is set to ‘True.’ Language Strings Configure shoppingcart.totals.taxlabel to ‘Tax (Estimate)’ Configure checkout.totals.tax to ‘Tax’	PREREQUISITE
1. Create Tax Rules REQUIRED Go to Configuration > Settings > Tax Settings. 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’ To setup inclusive tax, enter the following: Allow customers to select tax display type: Uncheck 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).	DETAILED SETUP

Prerequisite Tasks

This section describes all requirements that must be completed before you can begin setting up this feature. Once these tasks are complete continue to the next section.

POS Tasks

POS Task that must be completed first

Infrastructure Tasks

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

Commerce Tasks

AW Commerce task that must be completed first

Settings, Language Strings and/or HTML Widgets for this Feature

This feature may require updates to the following settings, language strings and/or HTML Widgets. Learn more about how to update and create Settings, Language Strings, and HTML widgets follow the links to the respective section.

Settings

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

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

String resource	Value
shoppingcart.totals.taxlabel	Tax (Estimated)
checkout.totals.tax	Tax

HTML Widgets

AW Commerce HTML Widgets that must first be completed

Detailed Setup Guide

Create Tax Rules
Create Tax Settings

1. Create Tax Rules

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

NOTE: An online store can only display inclusive or exclusive tax to customers and doesn’t support displaying tax for both products with inclusive tax and exclusive tax. If both tax types (inclusive and exclusive) are required, it is recommended to set up the store for exclusive tax and to price products that are inclusive of tax with inclusive tax in RTP|One only. In this scenario, exclusive tax will be calculated and displayed to the customer in the online store, but products with inclusive tax will not show the inclusive tax on the shop.

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.

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).

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