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Create a rule for a tax code

For each tax rate, you can set up rules that control how tax is applied on orders.

To add a tax rule

  1. On the Product Details menu, click Tax Rates. The Manage Tax Rates form appears.
  2. From the list of existing tax rates, click either the ID or name of the rate. The Modify Tax Rate form appears.
  3. Click Add new Tax Rate Rule.
  4. Complete the details described in the table below.
  5. Click Add Tax Rate Rule.
Tax Rate The tax rate you selected appears in this field. You can choose a different one from the drop-down list. 
Match on Bill To Zone 

Choose the rule that controls how the rate is matched to a zone for an invoice. The options are:

  • Don't check (i.e. this rule applies to all billing zones)
  • Zone: zone_name

The zones available for selection will depend on what is already set up.

Match on Bill to Country

Choose the rule that controls how the rate is matched to a country for an invoice. The options are:

  • Don't check (i.e. this rule applies to all billing countries)
  • Country: country_name

The countries available for selection will depend on what is already set up.

Match on Ship-To Zone

Choose the rule that controls how the rate is matched to a zone for a ship-to destination. The options are:

  • Don't check (i.e. this rule applies to all ship-to zones)
  • Zone: zone_name

The zones available for selection will depend on what is already set up.

Match on Ship to Country

Choose the rule that controls how the rate is matched to a country for a ship-to destination. The options are:

  • Don't check (i.e. this rule applies to all billing ship-to countries)
  • Country: country_name

The countries available for selection will depend on what is already set up.

Match on Item Tax Grouo

Choose the rule that controls how the rate is matched to a n item tax group. The options are:

  • Don't check (i.e. this rule applies to all items)
  • Tax Group: tax group_name

The tax groups available for selection will depend on what is already set up.

 

Is VAT Registration Number Required?

Choose whether the system is to check for a VAT registration number. The options are:

  • Don't check (i.e. this rule applies whether a VAY Number is supplier or not)
  • Yes, VAT Number must be supplied.
  • No, VAT Number must not be supplied.
Priority

Choose the priority of the rule. This means you can set a hierarchy of rules and control which is applied first. 

Brand

Choose the brand from the drop-down list. 

 

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