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Question : Tax Zones in oscommerce for Canada
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Can someone help me figure out how to setup tax zones for Canada in oscommerce (creloaded) ?
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Answer : Tax Zones in oscommerce for Canada
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Hi "frogglegs"
My first post here at EE.
Step-by-Step Help:
try this step by step setup for Canada. This is for an example store based in Ontario. Alter the details as is relevant to where you are located. Although for MS2 and not CRE the steps should be the same. I actually found this at osCommerce as a contribution so I would also appreciate any feedback from you regarding the information and if it is still current. If not I will modify and upload.
Automatic SQL Script:
There is also another way to set this up and that is to have the SQL script written for you. You then apply the script to your database (also simple) and you shall see Canadian tax zones setup for you in admin.
Useful Support Document:
If this step by step is a bit confusing, try this document for an overall understanding of osCommerce Tax Zones this is a reference document that is actually included with the install and maybe of extra use to you. Unfortunately you probably use a host that does not make this document available:
http://www.oscommercestudio.com/oscommerce-help-sales-tax-zones-setup.php
Good luck and please ask if you have any questions.
Thank you
Regards,
Ian
Canadian Tax Zone Step by Step -->
STEP (1): Set the location for your store:
Configuration --> My Store
- Country: Canada
- Zone: Ontario
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STEP (2): Create the "Tax Zones". The are geographical regions where a particular set of tax laws applies
Locations/Taxes --> Tax Zones
Create the Zone for all of Canada
- Zone Name: Canada GST Zone
- Description: GST (most of Canada except NS, NB, NL)
Now click on the newly created "Canada GST Zone" row to drill down one level to "Sub Zones"
Click INSERT to create 10 new sub-zones, one at a time:
- Country: Canada; Zone: Alberta
- Country: Canada; Zone: British Columbia
- Country: Canada; Zone: Manitoba
- Country: Canada; Zone: Northwest Territories
- Country: Canada; Zone: Nunavut
- Country: Canada; Zone: Ontario
- Country: Canada; Zone: Prince Edward Island
- Country: Canada; Zone: Quebec
- Country: Canada; Zone: Saskatchewan
- Country: Canada; Zone: Yukon Territory
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Click on "BACK" to go up one level.
Now create the Ontario Provincial Tax Zone:
Click Insert
- Zone Name: Ontario PST Zone
- Description: PST (only when shipping to Ontario)
Now click on the newly created "Ontario PST Zone" row to drill down one level to "Sub Zones"
Click INSERT to create new sub-zone:
- Country: Canada
- Zone: Ontario
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Click on "BACK" to go up one level.
Now create the HST Tax Zone:
Click Insert
- Zone Name: HST Zone
- Description: NS, NB, NL
Now click on the newly created "HST Zone" row to drill down one level to "Sub Zones"
Click INSERT to create new sub-zone:
- Country: Canada; Zone: Nova Scotia
- Country: Canada; Zone: New Brunswick
- Country: Canada; Zone: Newfoundland
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Do NOT create a seperate Tax zone for Shipping. You will simply use the "Canada" tax zone for the GST Shipping tax class (below).
*** Important: this means that SHIPPING GST will only be charged to destinations within Canada,
*** but NOT charged on exports.
*** According to Canada Customs & Revenue Agency (1-800-959-5525), you do *NOT* charge GST
*** on the shipping fee for EXPORTS.
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STEP (3): Create the "Tax Classes"
Note: You can only assign ONE
Tax Class to a product. But since we want shipping gst to
show up seperately, we will make a seperate Tax Class just for it.
Locations/Taxes --> Tax Classes
create TWO (2) tax classes:
- Tax Class Title: GST/HST/PST Class
- Description: All taxable goods
- Tax Class Title: GST Shipping class
- Description: GST on shipping within Canada
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STEP (4): TAX RATES
Here is where it all comes together: Tax Rates.
Tax Rates associate Tax Zones & Tax Class to determine
the correct Tax Rate.
HINT: The "DESCRIPTION" is what shows up on the invoice
so use it judiciously!!!!!!!!!!!!!
Locations/Taxes --> Tax Rates
create SIX (6) Tax Rates:
- Tax Class Title: GST/PST/HST Class
- Zone: Canada GST Zone
- Tax Rate (%): 7.0000
- Description: 7.0% GST#99999 99999 RT0001
- Priority: 1
/*HINT: Insert your GST# as part of DESCRIPTION and it will show up on invoice !!!
/*HINT: Leave PRIORITY at "1" for a non-cumulative tax (i.e. Ontario)
- Tax Class Title: GST/PST/HST Class /* HINT: Yes, this is the same one you just used
- Zone: Ontario PST Zone
- Tax Rate (%): 8.0000
- Description: 8.0% PST (Ontario)
- Priority: 1
/*HINT: Leave PRIORITY at "1" for a non-cumulative tax (i.e. Ontario)
but change to "2" for cumulative tax (i.e. You are a Quebec store)
- Tax Class Title: GST/PST/HST Class /* HINT: Yes, this is the same one you just used
- Zone: HST Zone
- Tax Rate (%): 15.0000
- Description: 15% HST#R99999 9999 RT0001
- Priority: 1
That takes care of taxes on products. And now, the Shipping taxes:
- Tax Class Title: GST Shipping Class
- Zone: Canada GST Zone
- Tax Rate (%): 7.0000
- Description: 7.0% GST on shipping
- Priority: 1
- Tax Class Title: GST Shipping Class
- Zone: Ontario PST Zone
- Tax Rate (%): 8.0000
- Description: 8.0% PST (shipping)
- Priority: 1
- Tax Class Title: GST Shipping Class
- Zone: HST Zone
- Tax Rate (%): 15.0000
- Description: 15% shipping HST#99999 9999 RT0001
- Priority: 1
/* HINT: The above will calculate PST on shipping. Although there might
/* be a tendenancy to think of shipping as a PST exempt service, in fact
/* the Ontario Ministry of Finance says that for cacluating the PST,
/* "The total selling price includes delivery, mailing, transportation, or
/* handling charges, but does not include the GST". With the above set-up,
/* the PST for the shipping gets calculated (albeit seperately). If you wanted them
/* calculated together, you could assign "GST/PST/HST Class" as the
/* Tax Class when setting up the shipping method. Personally, I prefer
/* to break it out seperately.
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STEP (5): Specify the appropriate Tax Class for SHIPPING MODULES
MODULES --> SHIPPING
Edit whichever shipping module(s) you are using.
Tax Class: GST Shipping Class
/* SEE PREVIOUS HINT
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STEP (6): Specify the appropriate Tax for PRODUCTS
This may take some time....
CATALOG --> Categories/Products
Drill down to each product. Click EDIT
TAX CLASS: "GST/PST/HST CLASS"
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