Calculation Settings

Calculation Settings

FieldScopeDescription
Tax Calculation Method Based OnWebsiteDetermines the method that is used to calculate the tax for an order. Options:
Unit Price - Tax calculations are based on the unit price of each product.
Row Total - Tax calculations are based on the line item total.
Total - Tax calculations are based on the order total.

Note: If a tax calculation extension is installed from the Marketplace, such as Vertex Cloud, the extension service is listed as an option.
Tax Calculation Based OnWebsiteDetermines if the tax calculation is based on the shipping address, billing address, or the shipping origin. Options: Shipping Address / Billing Address / Shipping Origin
Catalog PricesWebsiteDetermines if catalog prices include or exclude tax. Options: Excluding Tax / Including Tax
Shipping PricesWebsiteDetermines in shipping prices include or exclude tax. Options: Excluding Tax / Including Tax
Apply Customer TaxWebsiteDetermines if tax is applied before, or after a discount. Options: Before Discount / After Discount
Apply Discount on PricesWebsiteDetermines if discount prices include or exclude tax. Options: Excluding Tax / Including Tax
Apply Tax OnWebsiteDetermines if the tax applies to the original price, or to a custom price, if available. Options: Custom price if available / Original price only
Enable Cross Border TradeWebsiteWhen enabled, applies consistent pricing across borders of regions with different tax rates. Options: Yes / No

Note: Using cross-border trade adjusts the profit margin by tax rate.

Default Tax Destination Calculation

Default Tax Destination Calculation

FieldScopeDescription
Default CountryStore ViewDetermines the country upon which tax calculations are based.
Default StateStore ViewDetermines the state upon which tax calculations are based. An asterisk (*) can function as a wildcard to indicate all states within the selected country.
Default Post CodeStore ViewIdentifies the postal code or ZIP code upon which tax calculations are based. An asterisk (*) can function as a wildcard to indicate all postal codes within the selected state.

Price Display Settings

Price Display Settings

For more information about changing these settings, see Configure price display settings in the Stores and Purchase Experience Guide.

FieldScopeDescription
Display Product Prices in CatalogStore ViewDetermines if product prices published in the catalog include or exclude tax, or show two versions of the price; one with, and the other without tax. Options: Excluding Tax / Including Tax / Including and Excluding Tax

Note: If you set the Display Product Prices field to Including Tax, the tax appears only if there is a tax rule that matches the tax origin or there is a customer address that matches the tax rule. Events that can trigger a match include customer account creation, login, or the use of the Tax and Shipping estimation tool in the shopping cart.
Display Shipping PricesStore ViewDetermines if shipping prices include or exclude tax, or show two versions of the shipping price; one with, and the other without tax. Options: Excluding Tax / Including Tax / Including and Excluding Tax

Shopping Cart Display Settings

Shopping Cart Display Settings

For more information about changing these settings, see Configure shopping cart display settings in the Stores and Purchase Experience Guide.

FieldScopeDescription
Display PricesStore ViewDetermines if shopping cart prices include or exclude tax, or show two versions of the price; one with, and the other without tax. Options: Excluding Tax / Including Tax / Including and Excluding Tax
Display SubtotalStore ViewDetermines if the shopping cart subtotal includes or excludes tax, or shows two versions of the subtotal; one with, and the other without tax. Options: Excluding Tax / Including Tax / Including and Excluding Tax
Display Shipping AmountStore ViewDetermines if the shopping cart shipping amount includes or excludes tax, or shows two versions of the shipping amount; one with, and the other without tax. Options: Excluding Tax / Including Tax / Including and Excluding Tax
Additionally Show Order Total Without TaxStore ViewDetermines if an extra line with the grand total amount without tax is displayed in the shopping cart. Options: Yes / No
Display Full Tax SummaryStore ViewDetermines if the shopping cart includes a full tax summary. Options: Yes / No
Display Zero Tax SubtotalStore ViewDetermines if the shopping cart includes a tax subtotal when the tax is zero. Options: Yes / No

Orders, Invoices, Credit Memos Display Settings

Orders, Invoices, Credit Memos Display Settings

For more information about changing these settings, see Configure order, invoice, and credit memo display settings in the Stores and Purchase Experience Guide.

FieldScopeDescription
Display PricesStore ViewDetermines if the prices on sales documents include or exclude tax, or if each document shows two versions of the price; one with, and the other without tax. Options: Excluding Tax / Including Tax / Including and Excluding Tax
Display SubtotalStore ViewDetermines if the subtotal on sales documents includes or excludes tax, or if each document shows two versions of the subtotal; one with, and the other without tax. Options: Excluding Tax / Including Tax / Including and Excluding Tax
Display Shipping AmountStore ViewDetermines if the shipping amount on sales documents includes or excludes tax, or if each document shows two versions of the subtotal; one with, and the other without tax. Options: Excluding Tax / Including Tax / Including and Excluding Tax
Additionally Show Order Total Without TaxStore ViewDetermines if an extra line with the grand total amount without tax is displayed on sales documents. Options: Yes / No
Display Full Tax SummaryStore ViewDetermines if the full tax summary appears on sales documents. Options: Yes / No
Display Zero Tax SubtotalStore ViewDetermines of the subtotal section on sales documents appears when no tax is charged. Options: Yes / No
Display Gift Wrapping PricesStore View Adobe Commerce (Adobe Commerce only) Determines if gift-wrapping prices are included in the subtotal. Options: Excluding Tax / Including Tax / Including and Excluding Tax
Display Printed Card PricesStore View Adobe Commerce (Adobe Commerce only) Determines if printed card prices are included in the subtotal. Options: Excluding Tax / Including Tax / Including and Excluding Tax

Fixed Product Taxes

Fixed Product Tax

For more information about changing these settings, see Fixed product tax (FPT) in the Stores and Purchase Experience Guide.

FieldScopeDescription
Enable FPTWebsiteDetermines if FPT is available. Options: Yes / No
Display Prices in Product ListsWebsiteControls the display of FPT in product lists. Options:
Including FPT Only - Displayed prices include fixed product taxes. The FPT amount is not displayed separately.
Including FPT and FPT description - Displayed prices include fixed product taxes. The FPT amount is displayed separately.
Excluding FPT. Including FPT description and final price - Displayed prices do not include fixed product taxes. The FPT amount is displayed separately.
Excluding FPT - Displayed prices do not include fixed product taxes. The FPT amount is not displayed separately.
Display Prices On Product View PageWebsiteControls the display of FPT on the product page. Options:
Including FPT Only - Displayed prices include fixed product taxes. The FPT amount is not displayed separately.
Including FPT and FPT description - Displayed prices include fixed product taxes. The FPT amount is displayed separately.
Excluding FPT. Including FPT description and final price - Displayed prices do not include fixed product taxes. The FPT amount is displayed separately.
Excluding FPT - Displayed prices do not include fixed product taxes. The FPT amount is not displayed separately.
Display Prices in Sales ModulesWebsiteControls the display of FPT in the shopping cart and during checkout. Options:
Including FPT Only - Displayed prices include fixed product taxes. The FPT amount is not displayed separately.
Including FPT and FPT description - Displayed prices include fixed product taxes. The FPT amount is displayed separately.
Excluding FPT. Including FPT description and final price - Displayed prices do not include fixed product taxes. The FPT amount is displayed separately.
Excluding FPT - Displayed prices do not include fixed product taxes. The FPT amount is not displayed separately.
Display Prices in EmailsWebsiteControls the display of FPT in email. Options:
Including FPT Only - Displayed prices include fixed product taxes. The FPT amount is not displayed separately.
Including FPT and FPT description - Displayed prices include fixed product taxes. The FPT amount is displayed separately.
Excluding FPT. Including FPT description and final price - Displayed prices do not include fixed product taxes. The FPT amount is displayed separately.
Excluding FPT - Displayed prices do not include fixed product taxes. The FPT amount is not displayed separately.
Apply Tax to FPTWebsiteDetermines if tax is applied to the FPT amount. Options: Yes / No
Include FPT in SubtotalWebsiteDetermines if FPT is included in the shopping cart subtotal. Options:
Yes - Includes FPT in the shopping cart subtotal.
No - FPT is not included in the subtotal, and is placed after the subtotal in the shopping cart.
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