Sales > Tax
NOTEAdobe Commerce and Magento Open Source releases 2.4.0 through 2.4.3 included the Vertex vendor-developed extension used to integrate with the Vertex Cloud. Starting with the 2.4.4 release, this extension is no longer bundled with the core release and must be installed and updated from the Commerce Marketplace. The Marketplace also provides access to current documentation provided by the extension developer.
If you have the bundled extension enabled and configured, you must update your composer.json file as part of the 2.4.4 upgrade process and to manage extension updates going forward. See Upgrade modules and extensions in the Upgrade Guide for more information.
If you have the bundled extension enabled and configured, you must update your composer.json file as part of the 2.4.4 upgrade process and to manage extension updates going forward. See Upgrade modules and extensions in the Upgrade Guide for more information.
To access the store configuration settings, choose Stores > Settings > Configuration from the Admin sidebar.
Tax Classes
For more information about changing these settings, see Tax classes in the Stores and Purchase Experience Guide.
| Field | Scope | Description |
|---|---|---|
| Tax Class for Shipping | Website | Identifies the tax class that is used for shipping. Options include all available product tax classes: None / Taxable Goods / Shipping / Tax Exempt |
| Tax Class for Gift Options | Website |
|
| Default Tax Class for Product | Global | Identifies the default tax class that is used for products. |
| Default Tax Class for Customer | Global | Identifies the default tax class that is used for customers. |
Calculation Settings
| Field | Scope | Description |
|---|---|---|
| Tax Calculation Method Based On | Website | Determines 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 On | Website | Determines if the tax calculation is based on the shipping address, billing address, or the shipping origin. Options: Shipping Address / Billing Address / Shipping Origin |
| Catalog Prices | Website | Determines if catalog prices include or exclude tax. Options: Excluding Tax / Including Tax |
| Shipping Prices | Website | Determines in shipping prices include or exclude tax. Options: Excluding Tax / Including Tax |
| Apply Customer Tax | Website | Determines if tax is applied before, or after a discount. Options: Before Discount / After Discount |
| Apply Discount on Prices | Website | Determines if discount prices include or exclude tax. Options: Excluding Tax / Including Tax |
| Apply Tax On | Website | Determines 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 Trade | Website | When enabled, applies consistent pricing across borders of regions with different tax rates. Options: Yes / NoNote: Using cross-border trade adjusts the profit margin by tax rate. |
Default Tax Destination Calculation
| Field | Scope | Description |
|---|---|---|
| Default Country | Store View | Determines the country upon which tax calculations are based. |
| Default State | Store View | Determines 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 Code | Store View | Identifies 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
For more information about changing these settings, see Configure price display settings in the Stores and Purchase Experience Guide.
| Field | Scope | Description |
|---|---|---|
| Display Product Prices in Catalog | Store View | Determines 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 TaxNote: 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 Prices | Store View | Determines 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 |
