Tax Limitations/Rules in Think Promo Now
For US: Tax rates within Order Management are determined using the CCH Tax Rate Feed. This is a service, which provides direct updates to the tax rates in the system in real-time, so provided you define the correct location information, these rates will remain accurate.
Tax within Order Management is calculated based on State, County and City. With this in mind, there are a couple of things you should do to ensure that tax rates are fed through the system accurately.
Firstly, you must select the states you are applicable for tax for in the company record.
This can be done by navigating to the ‘settings’ area of the system. The button for this can be found in the top-right of the home screen, as shown to the right:
Once in the settings area, the blue navigation bar along the top of the screen will change. This is how you navigate to the different settings categories. Click on the ‘Company’ tab.
Scrolling to the bottom of the Company tab, you will see a drop-down list marked ‘states’. This is where you select which states you are applicable for tax in. There is no limitation to how many you can select, so check all relevant options.
Once this is completed, when you ship to a customer in one of the states you selected the delivery address and zip code will calculate the sales tax applicable.
As well as defining locations where tax rates apply, you can elect to make a customer tax exempt should there be a need for it. To do this, first navigate to the customer record from your home screen. Do that by clicking on the Contacts tab and go to Customers. Once there, navigate to the ‘payment info’ tab. One of the options you will see is labelled ‘sales tax’. This drop-down has a multitude of options, towards the bottom of which is the ‘tax exempt’ option, as shown to the right:
Note: As you are altering the customer record itself, the customer will remain tax exempt until you go back in and change the tax figure again.
There is also the option to set your own tax rates within the system. In order to do this we must first return to the ‘settings’ area. Once there, hover over the ‘system’ tab to display a list of options. Select ‘sales tax’:
Once there, you can define a new tax rate as necessary, with splits for city, county and state. Once done, click insert to add this rate to the system. Once added, you can define whether or not a rate is currently active using the checkbox to the right of each rate.
Note: Once a new tax rate has been set, you must then apply this to a customer record for it to take effect. You do this in the same way we defined the ‘tax exempt’ rate for a customer earlier. Your newest tax rate should appear towards the top of the drop-down list.
Finally, there is also the option to control tax on an individual order, if you wish. To do this, first open up the sales order in question. Towards the right of the ‘build a sales order’ screen you should see a box with various options. On the ‘general’ tab of these options will be a sales tax dropdown just like the one on customer records. You can select your custom tax rate from here, as shown to the right: