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Tax Rules

Tax rules help OroCommerce find the correct tax rate that should be used for the products listed in the purchase order by matching the product tax code that indicates:

  • Tax status of the product
  • Customer tax code that indicates the tax status of the buying company
  • Tax jurisdiction where the tax is due

The sections below provide guidance on how to create and manage tax rules.

Create a Tax Rule

Note

See a short demo on how to create tax rules in OroCommerce, or keep reading the step-by-step guidance below.

To create tax rules for a particular tax jurisdiction, you need to complete the configuration of the tax options described in the Tax Rule Prerequisites section.

Once all the necessary actions are performed, you need to create a tax rule for every valid combination of the tax rates, product types, and customer types to ensure that they are properly taxed at every checkout.

  1. Navigate to Taxes > Tax Rules and click Create Tax Rule.

    Create a new tax rule
  2. Select a customer and a product tax codes in the respective fields.

  3. Select a tax jurisdiction in the Tax Jurisdiction field and a tax rate in the Tax field.

  4. Describe this tax rule if necessary in the Description field.

  5. Click Save and Close.

Manage Tax Rules

To view all tax rules, navigate to Taxes > Tax Rules in the main menu.

The list of all available tax rules

Note

To handle a big volume of data, use the page switcher, increase View Per Page or use filters to narrow down the list to just the codes you need.

The following information about the tax rules is available in the tax rules list:

Name Description
CUSTOMER TAX CODE The unique identifier of the customer tax code.
PRODUCT TAX CODE The unique identifier of the product tax code.
TAX JURISDICTION The unique identifier of the tax jurisdiction.
TAX The unique identifier of the tax rate.
DESCRIPTION Detailed description of the tax rule.
CREATED AT Date when the tax rule was created.
UPDATED AT Date when the tax rule was updated last.

You can perform the following actions with every item in the tax rules list:

  • View Tax Rule details — Click on the item to open its details page.

    Alternatively: Hover over the More Options menu to the right of the item and click to open its details page.

  • Edit Tax Rule details — Hover over the More Options menu to the right of the item and click to start editing its details.

  • Delete a Tax Rule: Hover over the More Options menu to the right of the item and click to remove the Tax Rule.

View Tax Rule Details

To view tax rule details:

  1. Navigate to Taxes > Tax Rules in the main menu.

  2. Find the line with the necessary tax rule and click on it.

    The following information is available immediately:

    • Customer Tax Code
    • Product Tax Code
    • Tax Jurisdiction
    • Tax (rate)
    • Description
    View the tax rule details

You can perform the following actions with a tax rule:

  • Edit tax rule details by clicking Edit to the top right of the page.
  • Delete a tax rule by clicking Delete to the top right of the page.

Edit a Tax Rule

To edit the tax rule:

  1. Navigate to Taxes > Tax Rules in the main menu.

  2. Hover over the More Options menu to the right of the item and click to start editing its details.

    The following page is displayed:

Edit the tax rules details
  1. Update the links between the tax rule and the tax rule components (a tax rate, a tax jurisdiction, a customer tax code, and a product tax code) to modify the tax rule.
  2. Click Save and Close.

Export Tax Rules

You can export the tax rule details in the .csv format following the Exporting Bulk Items guide.

Import Tax Rules

Import File option helps import a large bulk of tax rules information into the tax rules list using the .csv file.

Example of tax rules bulk import template

Customer Tax Code Code Product Tax Code Code Tax Jurisdiction Code Tax Code
NON_EXEMPT TAXABLE_ITEMS LOS_ANGELES_COUNTY LOS_ANGELES_COUNTY_SALES_TAX

To import a bulk of tax rules information:

  1. In the main menu, navigate to Taxes > Tax Rules. The tax rule list opens.

  2. Click Import File on the top right.

  3. Prepare data for import: Create your bulk information in the .csv format. Once your file is ready, click Choose File, select the prepared comma-separated values (.csv) file, and click Import File.

    ../../../_images/import_tax_rules.png
  4. Validate import results: Click Validate to check your import results. If there are any Records with errors, fix them in the .csv file before starting the import.

  5. Launch import: After successful validation, click Import File.

  6. Click Cancel to decline the import.

Important

Interactive status messages inform about the import progress, and once the import is complete, the changes are reflected in the list upon refresh. Additionally, an email message with the import status is delivered to your mailbox.

Follow the on-screen guidance for any additional actions. For example, for the inventory template, select one of the options: a) inventory statuses only or b) detailed inventory levels.

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Browse maintained versions:3.11.6
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