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:
- a tax status of the product,
- a customer tax code that indicates the tax status of the buying company, and
- a tax jurisdiction where the tax is due.
OroCommerce supports a tax exemption mechanism: you can set zero tax rate for some customers and/or products.
Basically, in OroCommerce, a tax rule binds the following items:
- tax jurisdiction – an address, usually a state in a country that has defined taxation policies that determine when and how the company should pay their sales or VAT tax, and what rates should be used, depending on the tax status of the products you sell and the parties you sell to.
- customer tax code – a label for a customer or customer group that follow similar taxation rules in at least one tax jurisdiction.
- product tax code – a label for a group of products that have similar taxation rules in at least one tax jurisdiction.
- tax rate – the percentage of the sales income that should be paid as a tax in the particular tax jurisdiction for a certain type of products sold to a group of customers with the same tax status.
View and Filter Tax Rules¶
To view all Tax Rules, navigate to Taxes > Tax Rules in the main menu.
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:
|ACCOUNT TAX CODE||None.|
|PRODUCT TAX CODE||None.|
You can perform the following actions with every item in the Tax Rules list:
View a 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 a 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.
Create Tax Rule: Click Create Tax Rule to the top right from the list.
Create a Tax Rule¶
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 check out.
View Tax Rule Details¶
To view Tax Rule details:
Navigate to Taxes > Tax Rules in the main menu.
Find the line with the necessary Tax Rule and click on it.
The following information is available immediately:
- Account Tax Code
- Product Tax Code
- Tax Jurisdiction
- Tax (rate)
You can perform the following actions with a Tax Rule:
- Edit a Tax Rule details: Click Edit to the top right of the page.
- Delete a Tax Rule: Click Delete to the top right of the page.
Edit a Tax Rule¶
To edit the Tax Rule:
- Navigate to Taxes > Tax Rules in the main menu.
- Hover over the More Options menu to the right of the item and click to start editing its details. The following page opens:
- 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.
- Click Save on the top right of the page.
The Tax Rule is updated.
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|
To import a bulk of tax rules information:
In the main menu, navigate to Taxes > Tax Rules. The tax rule list opens.
Click Import File on the top right.
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.
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.
Launch import: After successful validation, click Import File.
Click Cancel to decline the import.
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.