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Tax rules incorporate a combination of product class, customer class and tax rate. Each customer is assigned to a customer class, and each product is assigned a product class. Magento analyzes the shopping cartA grouping of products that the customer wishes to purchase at the end of their shopping session. of each customer and calculates the appropriate tax according to the customer and product classes, and the region (based on the customer’s shipping address, billing address or shipping origin).
When numerous taxes must be defined, you can simplify the process by importing them.
|1.||On the AdminThe password-protected back office of your store where orders, catalog, content, and configurations are managed. sidebarThe right or left column of a two-column page layout., tap Stores. Then under Taxes, choose Tax Rules.|
|2.||In the upper-right corner, tap Add New Tax Rule .|
|3.||Under Tax Rule Information, do the following:|
|a.||Enter a Name for the new rule.|
|b.||Choose the Tax Rate.|
|4.||To edit an existing tax rate, tap the editicon. Update the form as needed, and tap Save .|
|5.||To enter new tax rates, use either of the following methods:|
|1.||In the Import Tax Rates section at the bottom of the page, tap Choose File.|
|2.||Select the CSVComma Separated Values: A type of file used to store data values which are separated from each other by commas. file that contains the tax rates that are needed for the rule, and tap Import Tax Rates.|
To learn more, see: Import/Export Tax Rates.
|1.||Expand the Additional Settings section. Then, do the following:|
|a.||Choose the Customer Tax Class to which the rule applies.|
|b.||To edit a customer tax class, hover over the name of the tax class, and tap the editicon. Then, update the form as needed, and tap Save .|
|c.||To create a new tax class, tap Add New Tax Class. Then, enter the name of the new class, and tap the checkmark to Save.|
|d.||Choose the Product Tax Class to which the rule applies. Then, repeat the same process as needed.|
|e.||In the Priority field, enter a number to indicate the priority of this tax, when more than one tax applies. If two tax rules with the same priority apply, then the taxes are added together. If two taxes with different priority settings apply, then the taxes are compounded.|
|f.||If you want taxes to be based on the order subtotal, mark the Calculate off Subtotal Only checkbox.|
|g.||In the Sort Order field, enter a number to indicate the order of this tax rule when listed with others.|
|2.||When complete, tap Save Rule .|
The name of the tax rule.
The tax rate that applies to this rule.
Add New Tax Rate
Customer Tax Class
The customer tax class that is associated with this rule.
Add New Tax Class
Product Tax Class
The product tax class that is associated with this rule.
Add New Tax Class
Enter a number to indicate the priority of this tax, when more than one tax applies. Lower numbers have higher priority. If two tax rules with the same priority apply then the taxes are added together. If two taxes with a different priority apply then the taxes are compounded. When taxes are compounded, the first priority tax is calculated on the subtotal amount, and then the second priority tax is calculated on the subtotal plus the first priority tax amount.
Calculate off Subtotal Only
Select this checkbox for taxes to be calculated based on the subtotal of the order. This means that for this tax rule, tax applies only to the subtotal of the order.
Specify the order in which tax rules are displayed on the Manage Tax Rules page. Lower numbers have higher sort order in the list.