Products with tax exceptions can be entered individually through your Vertex dashboard, or uploaded from a CSV file to Vertex Cloud. Each product is then mapped to appropriate tax categoryA set of products that share particular characteristics or attributes. in the Vertex tax code hierarchy. Vertex Cloud uses a product’s tax category to apply the current rate and rule changes that are mandated by each jurisdiction.
The product table in your dashboard lists all products that have been entered into Vertex Cloud for the company.
Magento assigns tax classes to individual SKUs through the associated Tax Class field in the product information.
|1.||Make sure that you have all the information that you need. Products must be completely configured before the information can be saved.|
|2.||If you need to add new product tax classes to Magento, see: Adding New Tax Classes. Then to assign the new tax classes to products, do the following:|
|a.||Open the product in edit mode.|
|b.||Set Tax Class as needed.|
|c.||When complete, tap Save.|
|3.||To ensure accuracy, prepare a worksheet that includes the following for each product:|
- SKUStock Keeping Unit: A number or code assigned to a product to identify the product, options, price, and manufacturer.
- Product Name
- Tax Class
- Company Start and End Date
|4.||The easiest way to prepare your upload data is to export the products from your Magento catalog to a .CSV file. If you need help, see: Export.|
|5.||After the export, open the file in a spreadsheet, and delete all columns except for the following:|
The SKU that is assigned to the product in your Magento catalog.
(For reference only) Use the product_type column for reference if your catalog includes virtual products that are taxed as digital goods.
(For reference only) Include the categories column for reference when assigning the tax categories.
The product name that is associated with the SKU.
The Tax Class that is assigned to the SKU. For example: Taxable Goods
|6.||In the spreadsheet, sort the data by the categories column. If you use Microsoft Excel, do the following:|
|a.||Click the upper-left corner to select the entire worksheet.|
|b.||On the Data menu, choose Sort.|
|c.||Mark the My data has headers checkbox. Then under Column, set Sort by to “categories.”|
|d.||Click OK to sort the data.|
The products are now sorted in a way that makes it easy to group by tax category.
|e.||Save the file, but keep it open because you will need it in the next step.|
|1.||In the sidebar, choose Configure. Then in the Products column of the company section, click Add.|
|2.||Complete the following steps.|
|1.||On the Add Single Product tab, complete the following product information:|
|2.||Set Tax Type to one of the following:|
- Consumer Use Tax
- Sales/Seller’s Use Tax
|3.||Set Code / Class Type to the code that identifies the way the product, material, or service is used.|
|4.||In the Code / Class field, enter the product SKU exactly as it appears in your Magento catalog.|
|5.||Enter the Product Name.|
|6.||Use the calendar to choose the Start Date that the product becomes available to Vertex Cloud. If applicable, choose the End Date that the product is no longer available.|
In this step, each product is mapped to the appropriate tax category. Tax categories can be mapped to a granular level for individual products. To learn more, see: Vertex Tax Codes reference.
|1.||Under Product Mapping, do the following:|
|2.||Choose the applicable tax category. In the beginning, the options are:|
For this example, the General tax category applies to an item of clothing from the Luma demo catalog.
|3.||Choose the tax category for the next level from the following options:|
For this example, TTP/Goods applies to the product.
|4.||Choose the tax category from the next level in the list that applies to the product.|
|5.||Continue to assign tax categories, as long as there is an applicable option. See the Category Description below the mapping for more information about the current tax category.|
For this example, Clothing is the last tax category that applies to the product.
Some states have qualifying conditions that might apply to various items in the tax category.
|1.||Click Add Qualifying Condition.|
|2.||Under Jurisdiction, choose the State where the qualifying condition applies.|
|3.||Under Imposition Type, choose the option that applies to the item. For this example, “General Sales and Use Tax” is the only available option.|
|4.||Under Qualifying Condition, select each condition that applies to the item.|
|5.||To add another condition, click Add Qualifying Condition. Then, repeat the process.|
|3.||When complete, do one of the following:|
- Tap Save & Close.
- Tap Save & Add Another.
|1.||Log in to your Vertex Cloud account. Then in the sidebar, choose Configure.|
|2.||On the Configure Overview page, in the Products column of the company section, click Add.|
|3.||Choose the Upload Multiple Products tab. Then, click Download File Format Template.|
|4.||Look for the
A message that indicates that the upload was either a success, or encountered an error.
The SKU that is assigned to the product in Magento. Maximum size: 40 characters
The product name that is associated with the SKU. Maximum size: 60 characters
Identifies the type of use tax as one of the following:
This value depends on the Buy/Sell tax type. The data is passed by Magento to Vertex Cloud, and drives the tax calculation. For example, the following values are valid for sellers:
For a complete list of Buy/Sell options, see the Products File Layout reference.
Determines the date that the product becomes available to Vertex Cloud. The Start Date must be on or after the company start date. Leave blank to use the company start date as the default. Format: MM/DD/YYYY
Determines the date that the product is no longer available to Vertex Cloud. This date must be on or after the company start date. Format: MM/DD/YYYY
The code, rather than the name, of the applicable tax category in the Vertex product hierarchy. For example:
For a complete list of valid codes, see the Vertex Tax Code reference.
(Optional) Miscellaneous notes about the product for your reference. Notes are not stored in Vertex Cloud.
|5.||Complete the following steps:|
In this step, columns of data are pasted from the .CSVComma Separated Values: A type of file used to store data values which are separated from each other by commas. file that you exported to the
ProductsSample.csv template. To make it easy, open each file in a different instance of your spreadsheet. Then, paste each applicable column of data into the template.
|1.||In the exported data, copy the entire
|2.||In the exported data, copy the entire
|3.||In the exported data, copy the entire
|4.||The value of the Tax Type column is either “Buy” or “Sell,” depending on the tax scenario. In this context, each of the products is to be sold. Type the word “Sell” into the first cell below the
|5.||Do one of the following:|
- To use the default Start Date and End Date for the company, leave these fields blank.
- To enter a different Start Date and/or End Date for any product, enter the dates in MM/DD/YYYY format.
|6.||To determine the correct Vertex Tax Code, see the Vertex Tax Codes reference. Then, enter the tax codes for each product.|
This is where having the data sorted by category helps, because it groups products of a similar type together.
In this example, the data includes clothing, sports gear,
(To be completed later.)
Products that are uploaded without a tax category can later be assigned manually to the appropriate tax category at a more granular level.
|6.||When the template is ready to upload, Save the CSV file.|
|1.||To upload the completed template, tap Browse.|
|2.||Navigate to the file on your computer, and tap Upload File.|