After the necessary taxes have been defined, you need to define tax rates for each tax.
Important: Before you begin defining tax rates for a certain tax, make sure that all the destination zones and membership levels to which the tax needs to be applied are defined.
To define a tax rate:
| 1. | If you are an X-Cart GOLD administrator/provider: |
Go to the 'Taxes' section of your store's administration back-end (Management menu->Taxing system).
In the dialog box titled 'Taxes', find the tax for which you would like to add rates and click on its name. The 'Tax details' section of your store opens. Scroll down through the 'Tax details' dialog box. You should see a dialog box titled '<Tax name>: Tax rates' (where '<Tax name>' is the name of the tax whose details are being displayed).
If you are an X-Cart PRO provider:
Go to the 'Tax rates' section ( Inventory menu->Tax rates). You should see a dialog box 'Taxes' displaying the names of all taxes defined for your store by the store administrator (The expression 'N rates defined' displayed in brackets next to each of the tax names shows the number of tax rates defined by you for these taxes. Before you have defined any rates, this number is 0 (zero)).
In the 'Taxes' dialog box, find the tax for which you would like to add rates and click on its name. The 'Tax details' section of your store opens. On the page, you should see a box titled 'Tax details' displaying the details of the selected tax as defined by the store administrator:
Note: To return to the list of your store's taxes, you can click the Taxes list link at the top right-hand corner of the 'Tax details' box.
Below the 'Tax details' box, you should see a dialog box titled '<Tax name>: Tax rates' (where '<Tax name>' is the name of the tax whose details are being displayed).
| 2. | Turn to the '<Tax name>: Tax rates' dialog box: |
| 3. | Define the details of the tax rate by completing the fields of the 'Add tax rate' subsection of the '<Tax name>: Tax rates' dialog box: |
| ▪ | Rate value: Tax rate value (Use the drop-down box next to the 'Rate value' field to define whether the tax rate should be an absolute or percentage value). |
Note: please keep in mind that if you define absolute tax value, for example, $3 this value can happens to be greater than a product price. This may result in negative product prices. In this case customers will be able to see such products, but not allowed to buy them. A message will appear saying that the product has been configured incorrectly and cannot be added to cart. The customer will be asked to contact the store administrator with a buying request.
| ▪ | Zone: Destination zone to which the rate needs to be applied. |
| ▪ | Membership: Membership level to which the rate needs to be applied. |
| ▪ | Apply tax to: Tax base. This field needs to be completed in the '<Tax name>: Tax rates' dialog box only if the tax base for the different destination zones and membership levels to which the tax will be applied needs to be different from the value defined by the store administrator in the 'Apply tax to' field of the 'Tax details' dialog box. |
To complete the field, use the tax formula editor.
| 4. | Click the Add button to save the changes. The new rate will be created and added to the list of tax rates for the tax. |
After you have added the necessary tax rates for a tax, be sure to apply the tax to all the products to which it needs to be applied.
Tax rates can be managed from the '<Tax name>: Tax rates' dialog box. X-Cart allows you to view, edit and delete tax rates.
To change the value of a tax rate:
| 1. | In the 'Taxes' dialog box, find the tax rate that you would like to change and click on its name. The 'Tax details' section opens. |
| 2. | In the '<Tax name>: Tax rates' dialog box, find the rate that you wish to change. |
| 3. | Change the value of the 'Rate value' field specifying whether the value is absolute or percentage. |
| 4. | Click the Update button. |
To edit the details of a tax rate:
| 1. | In the 'Taxes' dialog box, find the tax rate that you would like to change and click on its name. The 'Tax details' section opens. |
| 2. | In the '<Tax name>: Tax rates' dialog box, find the rate whose details you wish to edit. |
| 3. | Click either on the membership link (MEMBERSHIP column) or on the tax formula link (APPLY TAX TO column) corresponding to this rate. The rate details appear in the 'Edit tax rate' subsection of the '<Tax name>: Tax rates' dialog box. |
| 4. | Change the necessary tax rate details (rate value, destination zone, membership level, tax base formula). |
| 5. | Click the Update button. |
To delete a tax rate:
| 1. | In the 'Taxes' dialog box, click on the name of the tax whose rate you wish to delete. The 'Tax details' section opens. |
| 2. | In the '<Tax name>: Tax rates' dialog box, find the rate you wish to delete. |
| 3. | Select the check box next to this rate. You can use the Check all / Uncheck all links to select or unselect all the rates displayed on the page. |
| 4. | Click on Delete selected. |