1. Taxes

fmTaxes, fmTaxesEdit, fmTaxesEdit, fmTaxesDetailsEdit, fmTaxesRatesEdit - Texes Section and Forms


This section describes how to create, edit or delete CubeCart Taxes and export data to Excel. The following topicks are covered:

  • Tax Classes
  • Tax Details
  • Tax Rates / Zones

Tax Classes

In its context menu or toolbar, you can find the following options:

  1. Refresh Refresh data forces items list update. It is useful when you're changing connection or have any doubts like is the latest data displayed.
  2. Add Add new tax class calls blank edit tax class form, which is used to create a new tax class. Please see below for options.
  3. Edit To edit CubeCart tax class you can double click on it or use edit tax class option. It calls the following form:



    Tax Class - Specify the name of the tax class here.

    Click Ok to save this entry and to close edit tax class form or click cancel to discard this entry.
     
  4. Delete You can delete selected tax class from your store using corresponding options. Pay attention that you won't be able to undo delete from store option unless you've made Database backup
  5. Export tax classes to Excel/HTML option allows you to save data that you can see in the main grid into Excel or HTML file instantly.

Tax Details

In its context menu or toolbar, you can find the following options:

  1. Refresh Refresh data forces items list update. It is useful when you're changing connection or have any doubts like is the latest data displayed.
  2. Add Add new tax details calls blank edit tax details form, which is used to specify tax details. Please see below for options.
  3. Edit To edit CubeCart tax details you can double click on it or use edit tax details option. It calls the following form:



    Name - specify the name of the tax here for your reference. Each tax detail must have unique name.
    Display as - The name of the tax you want to be displayed during checkout and in receipts. Example: GST
    Display reg. number - optional. If you want your tax registration numbers to be displayed on your customer's receipts, please specify it here exactly the way you want it to be displayed. Example: GST: 123-456-789
    Status - you can use this option to disable/enable any specific tax.

    Click Ok to save this entry and to close edit tax details form or click cancel to discard this entry.
     
  4. Delete You can delete highlighted tax details from your store using corresponding options. Pay attention that you won't be able to undo delete from store option unless you've made database backup. 
  5. Export tax details to Excel/HTML option allows you to save data that you can see in the main grid into Excel or HTML file instantly.

Tax Rates / Zones

In its context menu or toolbar, you can find the following options:

  1. Refresh Refresh data forces items list update. It is useful when you're changing connection or have any doubts like is the latest data displayed.
  2. Add Add new tax rates / zones calls blank edit tax rate / zone form, which is used to create a new tax rate / zone. Please see below for options.
  3. Edit To edit CubeCart tax rates / zones you can double click on it or use edit tax rates / zones option. It calls the following form:



    Class - Each product or shipping method will be associated with a single tax class. Generally, all products and shipping methods are associated with a "Standard tax" class and you should setup all your tax rates and zones for this tax class.
    Country - Select a country form the drop-down.
    County - Select a county from the drop-down.
    Tax - Select the tax you need from the drop-down. If you cannot see the required tax, please create one using Tax details section.

    Click Ok to save this entry and to close the form or click cancel to discard this entry.
     
  4. Delete You can delete selected tax rate / zone from your store using corresponding options. Pay attention that you won't be able to undo delete from store option unless you've made database backup. 
  5. Export tax rate / zone to Excel/HTML option allows you to save data that you can see in the main grid into Excel or HTML file instantly.
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