Available in OroCommerce

Taxes (Tax Rates)

Important

This section is a part of the Tax Management concept guide that provides the general understanding of the tax configuration and management in OroCommerce.

Tax or tax rate is a particular percentage of tax with unique identifier and description that helps you associate the tax rate with other tax components using tax rules.

Create a Tax Rate

To create a new tax rate:

  1. Navigate to Taxes > Taxes in the main menu.
  2. Click Create Tax.
  3. Fill in Code, Description, and Rate (%).
  4. Click Save and Close.

Manage Tax Rates

To view all tax rates, navigate to Taxes > Tax Rates in the main menu.

The page of all available tax rates

Note

To handle big a volume of data, use the page switcher, increase View Per Page or use filters to narrow down the list to just the codes you need.

In the tax rate list, you will find the information about the tax rates’ codes (unique identifier), detailed description, and the dates when the tax rate was created and updated.

Hover over the More Options menu to the right of the item and click to open its details page, to edit, or to remove the tax rate.

View Tax Rate Details

To view tax rate details:

  1. Navigate to Taxes > Taxes in the main menu.
  2. Find the line with the necessary tax rate and click on it to open its details page.

You can Edit or Delete the tax rate by clicking the required button on the top right.

Edit a Tax Rate

To edit the tax rate code, description, and rate:

  1. Navigate to Taxes > Taxes in the main menu.
  2. Hover over the More Options menu to the right of the item and click to start editing its details.
  3. Update the Code, Description, and Rate (%) with new information about the tax rate.
  4. Click Save and Close.

Export Tax Rates

You might need to export the necessary tax rate details, download it as a .csv file, and reuse it in the third-party systems.

Another scenario for using export is when you plan bulk data update that is easily automated in the spreadsheet software.

To export the tax rates in a .csv format:

  1. In the main menu, navigate to Taxes > Taxes.
  2. Click Export on the top right.
  3. Once export is complete, you will receive an email to download the .csv file.

Import Tax Rates

Import File option helps import a large bulk of tax information into the tax list using the .csv file.

Example of tax bulk import template

Code Description Rate
LOS_ANGELES_COUNTY_SALES_TAX Sales Tax 0.09

To import a bulk of tax information:

  1. In the main menu, navigate to Taxes > Taxes. The tax list opens.

  2. Click Import File on the top right.

  3. Prepare data for import: Create your bulk information in the .csv format. Once your file is ready, click Choose File, select the prepared comma-separated values (.csv) file, and click Import File.

    The steps that are necessary to perform to import the taxes successfully
  4. Validate import results: Click Validate to check your import results. If there are any Records with errors, fix them in the .csv file before starting the import.

  5. Launch import: After successful validation, click Import File.

  6. Click Cancel to decline the import.

Important

Interactive status messages inform about the import progress, and once the import is complete, the changes are reflected in the list upon refresh. Additionally, an email message with the import status is delivered to your mailbox.

Follow the on-screen guidance for any additional actions. For example, for the inventory template, select one of the options: a) inventory statuses only or b) detailed inventory levels.

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