Shopping Cart - Tax Settings

Breadcrumb path: Shopping Cart / Tax Settings

You can access this page by clicking on Shopping Cart from the main menu, and Tax Settings from the dropdown menu.

Shopping Cart - Tax Settings Fundamental

In this section, you will learn about the Shopping Cart - Tax Settings module. This module enables you to specify Tax Settings to be applied to your Shopping Cart. You can Add Country, select taxes, and Manage your Settings. In order to use this module effectively, you will need to Add Country, which can be completed from this screen, or from the Shopping Cart - Settings module.

Now that you have learned the fundamental idea, you can continue with the first section (Tax Settings - Main Screen).

Tax Settings - Main Screen

• ● 1 [Set Avalara]. Click on this button to open a new screen, which enables you to Set Avalara.

• Avalara AvaTax is a cloud-based solution automating transaction tax calculations and the tax filing process. Avalara provides real-time tax calculation using tax content from more than 12,000 US taxing jurisdictions and over 200 countries, ensuring your transaction tax is calculated based on the most current tax rules.

• Note: Set Avalara will be covered in more detail in the Tax Settings - Avalara section of the user manual.

• ● 2 Countries. Click here to Add or Edit your Countries. This will bring up a new screen displaying any Countries you have added. You can click in the box to add new Countries and click Update when you are finished. Once a Country has been added through this process, it will be displayed in the Tax Settings table.

• ● 3 Settings. In this row, you can view and edit a variety of Tax Settings for any Countries that have been added.

• Canada (Country). This displays the name of the Country identified with the following settings.

• No Tax. Select this setting to apply No Tax to this Country.

• Flat Tax. Select this setting to apply a Flat Tax to this Country.

• %. In this field, enter the % to be applied as a Flat Tax.

• Manual State Tax. Select this setting to apply a Manual State Tax.

• Manage. Click here to Manage the tax amounts for Manual State Tax. This will bring up a new Manage screen (shown below).

• Avalara Tax. Select this setting to apply Avalara Tax.

• Tax Shipping. Select Yes to apply a Tax to the Shipping cost for this country.

• Save. Click the Save button to update the settings you have selected in this section.

Manual State Tax (Manage Screen)

Note: the fields displayed on the Manual Tax table are determined by the Country that you have selected. The example shown above is for the United States, therefore a list of all the States is displayed.

• ● 1 [Download CSV | Upload CSV]. These two buttons allow you to Download or Upload the Manual State Tax table as a CSV file.

• Left icon (Download CSV). This button allows you to Download the Manual State Tax table as a CSV file.

• Right icon (Upload CSV). This button allows you to Upload the Manual State Tax table as a CSV file.

• ● 2 Search. In this field, you can enter terms to Search for Manual State Tax information.

• ● 3 Columns - State and Tax Percent.

• State. This column displays the name of the State.

• Tax Percent. This column displays the Tax Percent. In this column field, you can also change the Tax Percent value.

When you have finished with the Manual State Tax screen, you can click the Back button on your browser, or the Tax Settings link shown in the breadcrumb at the top of the page, to return to the previous screen.

Now that you have completed the Shopping Cart - Tax Settings module, that concludes this section of the user manual.