The sub-item taxes gives you an overview of your current stored tax rates, these can accessed through Settings > shop > tax.
In this oveview you can manage existing tax rates and create new tax rates (1).
If you have defined a tax rate as the Default (2) for your company, a green tick is displayed in this overview. The context menu (3) on the right hand of the table gives you the option to edit or deleting existing tax rates.
In the customer groups, it is possible to configure for each group individually whether the prices are to be displayed and calculated in gross or net.
If you click on the button to create a new tax rate, a new window will open, showing you the configuration you can make for your new tax rate.
Here you can name it individually (1) and assign it a percentage value (2). If you activate Use as default (3), this tax rate will be used as the default. This means that it is automatically entered when you create a new product, for example. Mark the tax rate that occurs most frequently in your company as the default.
The editing screen for existing taxes is structured similarly to the new creation screen.
Here you can change previously made configurations.
be careful, these are existing tax rates and could have effects on your live operation.
Since you are accessing an existing tax rate, which may be used or still is use on your live system., the calculations of invoices, etc. that have this tax rate assigned may show different calculation.
Within the respective tax rates you will find the area countries.
In this section you have the possibility to create your own tax rules for individual countries and, if available, their federal states. Just click on Add country to add a tax rule for a country to the current tax rate.
Here you first specify for which country the tax rule applies and what it refers to. You have the possibility to create your own tax rules for individual zip codes, zip code areas, individual states or for an entire country. f you enter a date in Active from, the processed tax rate is applied from this date.
Please note: If you add a date to Active from, the tax applies from there for the calculation in the storefront based on existing master data. Prices in the product are not recalculated based on a changed tax rate.
Here you can define your own tax rule for a single zip code. You can also create more than one of these rules to take several zip codes into account.
Please note: If you add a date to Active from, the tax applies from there for the calculation in the storefront based on existing master data. Prices in the product are not recalculated based on a changed tax rate.
Here you can set up your own tax rule for a complete zip code area.
Please note: If you add a date to Active from, the tax applies from there for the calculation in the storefront based on existing master data. Prices in the product are not recalculated based on a changed tax rate.
Here you can create a tax rule for one or more states of a country. The states must first be created under States.
Please note: If you add a date to Active from, the tax applies from there for the calculation in the storefront based on existing master data. Prices in the product are not recalculated based on a changed tax rate.
Of course a tax rule can also be set up for the entire country.
Please note: If you add a date to Active from, the tax applies from there for the calculation in the storefront based on existing master data. Prices in the product are not recalculated based on a changed tax rate.
Does the EU OSS apply to you?
As of July 1, 2021, there is a new EU threshold. The threshold is 10.000€. If you come over this threshold, you should register in the respective online OSS portal.
What does that mean for you?
The store should clearly show for which delivery country the displayed prices apply. You should also clearly display the possibility to select the delivery country with the respective prices in the store.
For more information on the new threshold, click here.
With the help of tax providers, you can map complex tax regulations and systems. In countries such as the USA, different and sometimes complex tax systems apply, which can only be mapped in a practicable way by using external tax services.
In the Tax providers section, all services that are integrated into your system are displayed (1). Via Edit (2) you can call up some configuration options. You can also activate individual services (3) and change their priority (4). More about this can be found in the next section.
If you want to edit a tax provider, the following configurations are available:
Settings: Here you can set the position, which is the same as the priority, and activate the service.
Availability: Select an existing rule or create a new one.
Via the priority you can determine the order in the administration and in the storefront. Simply use the drag & drop function.