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 / No Note: 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 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 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 |
Shopping Cart Display Settings
For more information about changing these settings, see Configure shopping cart display settings in the Stores and Purchase Experience Guide.
Field | Scope | Description |
---|---|---|
Display Prices | Store View | Determines 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 Subtotal | Store View | Determines 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 Amount | Store View | Determines 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 Tax | Store View | Determines if an extra line with the grand total amount without tax is displayed in the shopping cart. Options: Yes / No |
Display Full Tax Summary | Store View | Determines if the shopping cart includes a full tax summary. Options: Yes / No |
Display Zero Tax Subtotal | Store View | Determines if the shopping cart includes a tax subtotal when the tax is zero. Options: Yes / No |
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.
Field | Scope | Description |
---|---|---|
Display Prices | Store View | Determines 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 Subtotal | Store View | Determines 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 Amount | Store View | Determines 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 Tax | Store View | Determines if an extra line with the grand total amount without tax is displayed on sales documents. Options: Yes / No |
Display Full Tax Summary | Store View | Determines if the full tax summary appears on sales documents. Options: Yes / No |
Display Zero Tax Subtotal | Store View | Determines of the subtotal section on sales documents appears when no tax is charged. Options: Yes / No |
Display Gift Wrapping Prices | Store View |
Excluding Tax / Including Tax / Including and Excluding Tax
|
Display Printed Card Prices | Store View |
Excluding Tax / Including Tax / Including and Excluding Tax
|
Fixed Product Taxes
For more information about changing these settings, see Fixed product tax (FPT) in the Stores and Purchase Experience Guide.
Field | Scope | Description |
---|---|---|
Enable FPT | Website | Determines if FPT is available. Options: Yes / No |
Display Prices in Product Lists | Website | Controls 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 Page | Website | Controls 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 Modules | Website | Controls 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 Emails | Website | Controls 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 FPT | Website | Determines if tax is applied to the FPT amount. Options: Yes / No |
Include FPT in Subtotal | Website | Determines 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. |