Configuration: Taxes

1 Setup Checklist
- 1.1 1. POS Tasks
- 1.2 2. Commerce Tasks
2 Prerequisite Tasks
- 2.1 POS Tasks
- 2.2 Settings and Language Strings for this Feature
  - 2.2.1 Settings
  - 2.2.2 Language Strings
3 Detailed Setup Guide

Setup Checklist

1. POS Tasks

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. Required If products are taxed exclusively, setup Product Headers for exclusive tax, ensuring it matches what is configured in Aspenware Commerce. required 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. optional Siriusware If products are taxed inclusively, setup Item(s) for Siriusware inclusive tax, ensuring it matches what is configured in Aspenware Commerce. required If products are taxed exclusively, setup Item(s) for Siriusware exclusive tax, ensuring it matches what is configured in Aspenware Commerce. required 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. optional	Prerequisite
2. Commerce Tasks
Language Strings, Settings, HTML widgets Settings Ensure that ‘shoppingcartsettings.displaytax’ is set to ‘True.’ optional If configuring taxes for Itemized Taxes, set ‘ecommercesettings.taxes.displayitemized’ to 'True.' (Only supported for Exclusive tax) optional If configuring taxes by shipping location, set ‘taxSettings.DisplayTaxRates’ to 'True.' (Only supported for Retail products) optional Language Strings Set ‘shoppingcart.totals.taxlabel’ to ‘Tax (Estimate)’ required Set ‘checkout.totals.tax’ to ‘Tax’ required Set ‘Messages.Order.TaxRateLine’ to ‘Tax {0}:’ optional	Prerequisite
1. Create Tax Rules to be either Inclusive or Exclusive Required 2. Create Tax Settings required Create Tax Category Configure rate for each Tax Category Assign a primary Tax Provider 3. Apply Tax Setting to Products required 4. Display Itemized Taxes to Guest optional	Detailed Setup

Prerequisite Tasks

POS Tasks

RTP|One

If products are taxed exclusively, setup Product Header(s) for exclusive tax, ensuring it matches what is configured in Aspenware Commerce.
If products are taxed inclusively, setup Product Header(s) for inclusive tax, ensuring it matches what is configured in Aspenware Commerce.
If your resort uses Unity AND you wish to apply taxes by shipping location, 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.
If you wish to display itemized taxes, ensure that the corresponding products in RTP|One must also be configured with only one tax, at the matching rate.

Siriusware

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

Settings and Language Strings for this Feature

Settings

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 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.

Setting	Value
ecommercesettings.taxes.displayitemized	True
taxSettings.DisplayTaxRates	True

Language Strings

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:

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

(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 %.)

String resource	Value
Messages.Order.TaxRateLine	Tax {0}:

Detailed Setup Guide

Create Tax Rules
Create Tax Settings
Apply Tax Setting to Products
Display Itemized Taxes to Guest (Optional)

NOTE: For information on tax setup within the retail configuration, see the Retail Configuration Documentation section.

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; however, if the price of the product in the shop is inclusive of tax and the product in the POS is setup for inclusive tax, taxes for these products will be calculated correctly in the POS.

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.

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.

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)

Aspenware Commerce supports displaying itemized taxes to the guest. Using this feature enables the store to display taxes broken out by tax category in the cart, order summary, and confirmation letter. Follow these steps to enable itemized taxes and customize your tax category names.

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.