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Regional Taxes Setup

  • adhillon
  • adhillon
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1 day 3 hours ago #340494 by adhillon
Regional Taxes Setup was created by adhillon
We have implement a tax rule and need your help. 
We must charge two taxes. The first one is 5% GST national tax, which is easy to implement across the board. The second is PST (7%) that applies to one province only, rest are charged 0%.
Please advise how we can implement this so appropriate tax is charged based on the province selected. 
 

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  • krileon
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12 hours 14 minutes ago #340499 by krileon
Replied by krileon on topic Regional Taxes Setup
Tax assignment is based off Geographic Zones. So you'll first need to setup your Tax Rule. Tax Rules are applied to plans, etc.. Below is an example to setup a sales tax with 2 different taxes.

CBSubs > Tax > Tax Rules
Tax Rule Name (internal): Sales Tax
Short Code (visible on invoice): Tax
Default Tax Rule for plans: Yes

CBSubs > Tax > Geographic Zones
Geographic Zone Name: National

CBSubs > Tax > Geographic Zones
Geographic Zone Name: Provincial

Now the tax rule is setup and the geographic zones exist it's time to add entries to those geographic zones to define where tax rates can be applied.

CBSubs > Tax > Geographic Zones > National > EDIT ENTRIES
Country (mandatory): Select Your Country Here!
State / Province: All
Zip Codes: All

CBSubs > Tax > Geographic Zones > Provincial > EDIT ENTRIES
Country (mandatory): Select Your Country Here!
State / Province: Select Your Province Here!
Zip Codes: All

Now that we've the 2 zones defined. 1 for the entire country and 1 for the entire province you can now apply tax rates to them.

CBSubs > Tax > Tax Rates
Tax Rate in PERCENT (%): 5.0
Short Description (visible on invoice): National Tax
Tax rule to assign this tax to: Sales Tax
Geographic Zone of Buyer: National

CBSubs > Tax > Tax Rates
Tax Rate in PERCENT (%): 7.0
Short Description (visible on invoice): Provincial Tax
Tax rule to assign this tax to: Sales Tax
Geographic Zone of Buyer: Provincial

This should give you the desired results. Feel free to rename things however you like as this is just an example for setting up multiple tax rates to apply to different locations.


Kyle (Krileon)
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