With X-Cart you can define tax rates for each of your destination zones and customer membership levels. In X-Cart PRO this can be done in the 'Tax rates' section accessible via Tax rates in the Inventory menu.
Note. In X-Cart GOLD there is no Tax rates item in the Inventory menu, all tax related settings are under Taxing system menu item in the Management menu. Please refer to the 'Administrating your store' -> 'Management' -> 'Defining Taxes' -> 'Setting up the Taxing System in X-Cart GOLD' section of this manual for details.
In the 'Tax rates' section the 'Taxes' form shows all the taxes defined for your store by the store admin. Next to the names of taxes the number of rates defined for these taxes is shown in brackets. When you enter this section for the first time, this number is 0 - which means no rates are defined.
Picture 1: Taxes form.
You need to define rates for these taxes.
In the 'Taxes' form click on the name of the tax you want to define rates for. The 'Tax details' section will be opened.
Here you can see the details of this tax defined by the admin.
Picture 2: Tax details.
Note. Clicking on the Taxes list link can help you get back to the 'Taxes' form.
The 'Tax rates' form for the tax you are viewing allows you to define one or more rates for this tax.
Picture 3: <Tax name>: Tax rates form (1).
Scroll down to the 'Add tax rate' subsection of the '<Tax name>: Tax rates' form and complete it:
Enter the tax rate value into the 'Rate value' field. Use the selectbox next to it to define if this value is flat or percent.
Select the destination zone to which this rate will be applied.
Select the membership level to which this rate will be applied.
If necessary, define what the rate should be applied to (Use the tax formula editor to build a formula).
Picture 4: <Tax name>: Tax rates form (2).
Click on Add.
The new rate will be added to the list above.
Picture 5: <Tax name>: Tax rates form (3).
If you need to add more rates (for other destination zones or membership levels), repeat steps a-e.
In the 'Taxes form' click on the name of the tax to which the rate you want to update refers. The 'Tax details' section will be opened.
In the '<Tax name>: Tax rates' form find the rate you want to update. Change the membership level, the rate value or the sphere of tax application (the rate value can be changed directly in the list of rates, membership level and 'apply tax to' values can be changed by clicking on the corresponding links in the rates list and selecting new values there).
Click on Update.
In the 'Taxes form' click on the name of the tax to which the rate you want to delete refers. The 'Tax details' section will be opened.
In the '<Tax name>: Tax rates' form find the rate you want to delete. Select the check box next to it. You can use the Check all / Uncheck all links to select or unselect all the boxes.
Click on Delete selected.
IMPORTANT! Taxes are assigned to products individually: the taxes that should be applied to a product must be selected in the 'Apply tax' field of its 'Product details' form. You can either go to the 'Product details' section of every product in your store and set up the 'Apply taxes' field, or - if a certain number of the products must be taxed the same way - use group editing of products and adjust taxes for the whole group of products simultaneously.
Open for modification all the products which should be taxed the same: do product search, select the products you want to modify and click on Modify selected.
In the 'Product details' section of any of the products opened for modification select the check box next to the 'Apply taxes' field (That is done to make the value of this field common for all the products in the group being modified).
Select the taxes which should be applied to the products you are editing (To select more than one taxes, click on the names of these taxes with your mouse, holding down the 'Ctrl' key).
Click on Save.
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