5th Avenue Software handles 5 different types of tax methods. More than one method can be in effect. The tax rule that applies will be dictated by the customer's billing address and optional product and customer settings. For each type of tax, a product tax code can be utilized to establish tax rate based on product. In addition to tax rate codes, there is a tax_exempt flag for each product which exempts a product from all types of tax.
To exempt specific customers from tax, there are two methods. The merchant can use the tax-exempt account flag in the edit/add account function in the control panel. Or, the customer_tax_id field can be included on the account setup or edit screens to indicate tax-exempt status.
Disabling tax rules. A tax rule, once established, can be turned off in the Wizard Control Panel.
U.S. State Sales Tax. Tax rate is derived from billing address state code and optional product tax rate code. The default tax table for this method is state_tax. Flags for tax shipping and tax handling are stored in this table for each state and as many tax rates as needed for corresponding product codes.
Canadian GST. Calculates GST, HST, and PST as appropriate. The default tax table is can_gst. The tax rate and type, is derived from the billing address province. This table stores the province code with corresponding GST, HST, and PST rates. Flags for tax shipping, tax GST, and tax handling are also included.
EU VAT. Uses billing country and optional tax rate code in product record
to look up tax rate of each item. The default table for this method is EU_VAT which is similar to the state sales tax table with country code serves as key rather than province.
Generic VAT. See EU VAT. A generic VAT table is offered to facilitate multiple tax methods when needed.
Local Tax. Additional tax based on postal code, country code, and optionally, a product tax code. The default table is local_tax and includes beginning range, ending range (for postal code), country code and as many tax rates as needed for corresponding product codes.
Specific tax rate tables can be applied to customers, based on their tax status. To set this up, specify this option in the Tax setup Wizard which will create the field in the account database. You will then need to supply this table manually.
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