Package Tax Rules
Related Links: 10-Step Guide on Setting Up Ecommerce | Product Catalog Management | Package Management PageOverview
Tax rules may be added to any package. A package tax rule would only be necessary if a site owner did not want to use global tax rules. Upon applying a tax rule, any global tax rules will be deactivated, and the software will use the package rule to calculate taxes. A package tax rule will apply only to the base price of the package, and not to any package option groups or package options.
Use this section to view, remove, add, activate, or deactivate package-specific tax rules.
Navigation: Click on the main "Ecommerce" link at the top of any main administration page.
Click on the "Product Catalog Management" text link to load the product catalog management page.
Select an existing package from the drop-down menu in the item section and click the "Edit" button, or click on the "new" button to create and name a new package.
The package management page will load in a new browser window.
Click on the "Taxes" text link.
The Tax Rules for package page will load in a new browser window.
Tax rules will not be available unless the "taxable" box is checked from the main package administration page.
Any global tax rules that apply to the item will be listed at the bottom of the page.
To view a global rule, click on the rule name.
The global tax modification page will open in a new browser window.
When a custom tax rule is applied to an item, it will override any global rules that were previously active for the item.
To add a new custom tax rule, click on the "Add Tax Rule" text link.
The add tax rule administration page will open in a new browser window.
To Apply an existing tax rule to the package, highlight the rule from the "Available Methods" list, located in the "Apply or Remove Existing Tax Rules" section.
Click on the right arrow button.
The page will refresh with the selected tax rule now populated in the "Current Tax Rules" list. More than one rule may be selected by highlighting multiple rules.
To remove an existing custom tax rule from the package, highlight the rule from the "Current Tax Rules" list.
Click on the left arrow button.
The page will refresh with the selected rule now populated in the "Available Rules" section. More than one rule may be selected by highlighting multiple rules.
To activate or deactivate a custom tax rule currently applied to a package, click or unclick the selection box next to the rule to change, located in the "Tax Rule Details" section.
Click the update button.
The current page will refresh showing the desired changes.
To view the details of a currently applied rule, click on the name of the rule, located in the "Current Tax Rules" section.
The tax rule details for packages page will load in a new browser window. This page is used to view and manage which packages the custom rule is currently applied to.
Tax Rule Details for Packages
View and manage tax rule details for all packages using the selected method.
Navigation: From the package administration page, click on the "Taxes" text link.
The Tax Rules for package page will load in a new browser window.
Click on the desired tax rule to view the details.
The tax rule details for packages page will load in a new browser window.
All items that this rule is currently applied to will be listed under the "Tax Rule Details for Packages" section.
The tax rule can be activated or deactivated for any package in the list. Toggle the selection box under "Active" next to the item to modify to change the status. Click the "Update" button to save changes.
To view the details of any package in the list, click on the item name.
The package management page will load in a new window.
To add or remove a tax rule to or from a package, use the "Apply or Remove Tax Rules to or from Packages" section located toward the bottom of the administration page.
To add a package to the rule, click on the name of the package under the "Available Rules" heading.
Click the "right arrow" button. The page will refresh with the package now located under the "Packages Using Rules" heading.
To remove a package from the rule, click its name under the "Items Using Rule" heading.
Click the "left arrow" button.
The page will refresh with the package now located under the "Available Packages" heading.
Package Management Page
Product Catalog Management
10-Step Guide on Setting Up Ecommerce