Setting Up Your Store > Tax Settings > 

Taxes

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Adding taxes

To add a tax:

1.Go to the 'Taxes' section of your store's administration back-end (Management menu->Taxing system). A dialog box titled 'Taxes' opens:

Before you have created any taxes, the dialog box is empty.

2.In the 'Taxes' dialog box, click the Add new... button. A dialog box 'Tax details' opens.

3.Define the details of the desired tax by completing the fields of the 'Tax details' dialog box (The fields marked by a red asterisk sign are mandatory):
Tax service name: Unique name by which X-Cart application will identify this tax. A tax service name may include letters (A-Z, a-z) and digits (0-9), may not exceed 10 characters in length and must begin with a letter. This value will not appear anywhere in your store's customer zone.
Tax display name: Name of the tax as it will appear to customers. If necessary, you can define a different tax display name for each of the languages used in your store. To add a tax display name in another language, select the necessary language from the Current language selector at the top of the page, enter the tax display name in this language  into the appropriate field and click on Save.
Tax registration number: Tax registration number (required for certain types of taxes; appears on the invoice)
Tax priority: Number defining the order in which the tax needs to be applied (relative to the other taxes).
Status: Tax status (Enabled or Disabled).
Apply tax to: Tax base. Use the tax formula editor to create the formula according to which this tax needs be applied.
Rates depend on: Select if the tax rate should be calculated for Shipping Address or Billing Address.
Included into the product price: This option defines whether the prices of products to which this tax applies are stored in the database with this tax included or excluded. If you want the product prices to be inclusive of this tax, select this check box. If you leave this check box unselected, the prices will be tax-exclusive.

Important: The option 'Included into the product price' should only be enabled for taxes whose rate is not supposed to change depending on the customer's address. If your store has products to which more than one taxes should be applied, you need to make sure that the option 'Included into the product price' is enabled for no more than one of the taxes applied to any such product.

Display product price including tax: This option defines whether the prices of products to which this tax applies are displayed to customers with this tax included or excluded. If you want the product prices to be displayed as inclusive of this tax, select this check box. If you leave this check box unselected, the prices will appear tax-exclusive.
Also display (on the products list, product details and cart pages): This option is used in conjunction with the option 'Display product price including tax' and defines what needs to be displayed on the named pages of your store besides the price with the included tax (Nothing, Rate value, Calculated tax cost, Rate value and tax cost).
4.Click on Save. The tax will be created and added to the list of your store's taxes. To view the list of your store's taxes, you can click the Taxes list link at the top right-hand corner of the 'Tax details' dialog box.

Now that the tax has been created, it is possible to add tax rates for it. See the chapter Tax Rates.

After the necessary taxes have been defined, be sure to set the options affecting how all taxes in your store are applied and displayed. See the chapter Taxes Options.

Also, please be aware that, before the taxes you have created become functional, they will need to be applied to products. See the chapter Applying Taxes to Products.

 

Managing Taxes

The 'Taxes' dialog box in the 'Taxes' section of your store's administration back-end shows all the taxes defined in your store. When you have some taxes defined, it looks similar to this:

The table columns provide the following information about each tax:

TAX - Service tax name.
APPLY TAX TO - Tax base as defined in the 'Apply tax to' field of the 'Tax details'.
PRIORITY - Order in which the tax needs to be applied (relative to the other taxes).
STATUS - Enabled or disabled.

To edit the details of a tax:

1.Click on the name link of the tax that needs to be edited. The 'Tax details' dialog box displaying the details of the selected tax opens.
2.Edit the tax details.
3.Click the Save button at the bottom of the 'Tax details' dialog box to save the changes.

To change the order in which your taxes should be applied:

1.Change the order numbers in the PRIORITY column (The tax with the highest priority needs to have the smallest order number, the tax with the lowest priority - the greatest order number).
2.Click the Update button.

To temporarily disable a tax or to re-enable a disabled tax:

1.Select the appropriate status from the STATUS drop-down box opposite the name of the tax.
2.Click the Update button.

To delete a tax:

1.Select the check box next to the name of the tax that needs to be deleted. (You can use the Check all / Uncheck all links to select or unselect all the taxes on the page.
2.Click the Delete selected button.