The SendSafe system automatically calculates and applies sales tax to customer orders. Sales tax is applied for each state configured in the AdminStoreConfig.asp admin page or by using the database tool for importing store configurations including sales tax.
General Sales Tax Rules:
Some customer may be exempt from sale tax. SendSafe supports allowing customers to select that they are sales tax exempt. It is up to you to verify that the customer is legally exempt.
Sales tax exemption is flagged in a customer's record within the OrderingPreferences field (see TAXEXEMPT).
These keywords must be configured for the sales tax exemption box to function.
These keywords must be configured for the sales tax calculations.
You can enter a single rate which applies to an entire state or your can have different tax rates for each zip code in a state. The system can match abbreviated zip codes. You can create a table which uses only the first few digits of a zip code or the entire zip code.
Supplemental Sales Tax Tables: You can have an unlimited number of different tax tables which cover an entire country. You should use multiple tax tables ONLY if you have products which are taxable at different rates in different taxing authorities. If all your products are taxed the same in all states THEN you can define your entire tax structure in a single table. The column items.ChargesSalesTax turns taxing on/off AND selects the tax table to be used for this item.
The Sales tax table name used for the item is defined as follows:
Example: Where items.ChargesSalesTax = 3 the table name will be "Sales Tax 3"
To configure sales tax for a state: Load the admin page and select "Sales Tax" from the Table Name drop down box. Press the [ Find / Refresh ] button to load the sales tax by state table. SendSafe can be customized to meet any International tax or VAT needs (please contact C Prompt for Details).
The "Keyword" column contains the State, the "Value1" column contains the optional zip code or null, and the "Value2" column contains the sales tax percentage.
Special Flags: The following flags can be used as prefixes in the rate column (value2). These prefixes alter how the sales tax is calculated.
An single entry for an entire state with a null in the zip code column will set the rate for the entire state. If you have multiple zip code entries for a single state; a null entry in the zip code column for the same state will be used for any location which fails to match one of the zip code entries.
In the example above: An order going to California (CA) would be charged 5.00% for sales tax for the entire state (because no zip code was specified i.e a null entry in the zip code column). An order going to Texas (TX) with a zip code 75225 would be charged 7.00% because the first three digits of the zip code match the 0.07 entry in the table.
You can add rows to this table by filling in a State for Keyword, zipcode (or leave blank) for value1, and a percentage for value2 then pressing the [ ADD ] button. Likewise a specific row can be deleted by pressing the [ Delete ] button on the row or Updated by pressing the [ Update ] button for that row.
Setting up multiple rates for a single state
You should decide what is the minimum number of zip code digits required to define all the zones in
all the states where you charge tax. This value must be set using the keyword
Application("SalesTaxZipCodeMask").
This value will control how many digits are matched against during 2nd try sales tax lookups.
You should enter one value in the table for a state without including a zip code; this will serve as a default value. If no zip code matches are found the rate associated with this null value will be used. You should then enter one value in the table for each abbreviated zip code in the state for which you need to charge a different rate. For example, you could enter a set of abbreviated zip codes which match a major city which charges an additional sales tax.
If you only charge sales tax in part of a state, then you should only enter values containing abbreviated zip codes for those areas and not enter a null zip code entry for the state (i.e. default value for the state). In the above example for Texas: sales tax would be charged for 75225 or 76300, while sales tax would not be charged for 75025.
Preventing Sales Tax Charges
If you do not charge sales tax at all, then you must either not have any entries for that state or
a single entry for the state with the rate set to 0.0.
You can also prevent sales tax from being charged on individual items that are exempt, such as services or tax free items. This exception is enabled on an a per item basis by settings Charges SalesTax column in the Items Database table (this is done using the AdminItem.asp admin page).
**SendSafe can be customized by C Prompt to support any tax structure throughout the world. Please contact C Prompt for details.
Sales tax is calculated in two steps.
Pre-Submission (step): Sales tax is pre-calculated (estimated) and displayed in the shopping cart. If coupons are in affect then the sales tax adjusted for the coupon is calculated. However, when the order is submitted the full sales for the order (unadjusted for coupons) is applied to the order. Discounts for sales tax are not applied for coupons until final approval of the coupon which happens in the robot not the GUI.
Post-Submission (step):
Details: