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.

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

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

• If your resort used 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.

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

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

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:

HTML Widgets

• AW Commerce HTML Widgets that must first be completed

Detailed Setup Guide

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. 

Determine which of the following two options are desired for your store:

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

• 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.
  

4. Configure Taxes by Shipping Location (Unity users only)

• For resorts using Unity, to apply taxes by shipping location, go to Configuration > Tax Providers.

• Click Configure next to the ‘Manual’ tax provider.

• Select 'By Country'

  1. Configure tax by location for each region, state/province, or postal code. (These should have already been created by the RTP|One administrator and created in Commerce using the previous steps.

  2. This will be the tax that is assigned to/set up in the product shell under 'Price.'

  3. If taxes are NOT priced by location, then you will want to set this up with a flat rate (i.e. flat 7.45% tax). This requires a new tax category, you will assign a tax rate to United States as a whole.