First you will need to decide how you need to collect your local sales tax. If you are unsure how you will need to, then please contact your local Chamber of Commerce and they will tell you how you need to do this.
If you need to set up your taxes to be calculated at the state, county, or country level then you would want to select Locale. If you need to set up taxes to be collected at the zip code level then of course you would select zip code.
Locale (US at State Level):
In your CoreCommerce admin area, hover over Settings in the top right and click the Sales Tax Wizard link.
Make sure that Locale is selected.
Click the next Collection Level arrow to the right of the wizard.
On the next screen you will need to choose State Level. Then choose the state in the list on the right. *Note: If you need multiple states then hold the ctrl key and left click the additional states that you need to collect taxes for.
Click the next Discounts arrow to the right of the wizard.
On the next screen you will need to decide if you want to have the tax calculated before or after any discounts (i.e. coupons) and select the appropriate choice.
Click the next Rates arrow to the right of the wizard.
On the next screen you will enter in the rate(s) for your state(s), select if the tax is to be calculated on the billing or shipping address and if the shipping should be taxed. Again the local Chamber of Commerce will tell you how you need to collect.
Click the next Review arrow to the right of the wizard.
Look over everything and make sure that it is all correct.
Click the next Finish arrow to the right of the wizard.
You are done!
Locale (US at County Level):
In your CoreCommerce admin area, hover over Settings in the top right and click the Sales Tax Wizard link.
Make sure that Locale is selected.
Click the next Collection Level arrow to the right of the wizard.
On the next screen you will need to choose County Level. Then choose the state in the list on the right. *Note: If you need multiple states then hold the ctrl key and left click the additional states that you need to collect taxes for.
Click the next Discounts arrow to the right of the wizard.
On the next screen you will need to decide if you want to have the tax calculated before or after any discounts (i.e. coupons) and select the appropriate choice.
Click the next Rates arrow to the right of the wizard.
On the next screen you will enter in the rate(s) for your state(s), select if the tax is to be calculated on the billing or shipping address and if the shipping should be taxed. Again the local Chamber of Commerce will tell you how you need to collect.
Click the next Review arrow to the right of the wizard.
Look over everything and make sure that it is all correct.
Click the next Finish arrow to the right of the wizard.
You are done!
Locale (Canada):
In your CoreCommerce admin area, hover over Settings in the top right and click the Sales Tax Wizard link.
Make sure that Locale is selected.
Click the next Collection Level arrow to the right of the wizard.
On the next screen you will need to choose Province. Then choose the province in the list on the right. *Note: If you need multiple provinces then hold the ctrl key and left click the additional provinces that you need to collect taxes for.
Click the next Discounts arrow to the right of the wizard.
On the next screen you will need to decide if you want to have the tax calculated before or after any discounts (i.e. coupons) and select the appropriate choice.
Click the next Rates arrow to the right of the wizard.
On the next screen you will enter in the rate(s) for your state(s), select if the tax is to be calculated on the billing or shipping address and if the shipping should be taxed. Again the local Chamber of Commerce will tell you how you need to collect.
Click the next Review arrow to the right of the wizard.
Look over everything and make sure that it is all correct.
Click the next Finish arrow to the right of the wizard.
You are done!
Locale (All other countries):
In your CoreCommerce admin area, hover over Settings in the top right and click the Sales Tax Wizard link.
Make sure that Locale is selected.
Click the next Collection Level arrow to the right of the wizard.
On the next screen you will need to choose Country. Then choose the country in the list on the right. *Note: If you need multiple countries then hold the ctrl key and left click the additional countries that you need to collect taxes for. Only countries that you have selected in your Configure Countries and States (under Settings > Shipping Settings) section will be displayed here.
Click the next Discounts arrow to the right of the wizard.
On the next screen you will need to decide if you want to have the tax calculated before or after any discounts (i.e. coupons) and select the appropriate choice.
Click the next VAT arrow to the right of the wizard.
On the next screen you will need to select if your products are VAT Inclusive. VAT Inclusive means that the product have the VAT figured into the price of the product. If you select no then you are stating that the tax needs to be calculated outside of the price of the product.
and if you choose yes enter in the %.
Click the next Review arrow to the right of the wizard.
Look over everything and make sure that it is all correct.
Click the next Finish arrow to the right of the wizard.
You are done!
Zip code:
In your CoreCommerce admin area, hover over Settings in the top right and click the Sales Tax Wizard link
Make sure thatZip/Postal Code is selected.
Click the next Rates arrow to the right of the wizard.
On the next screen you will need to decide if you want to have the tax calculated before or after any discounts (i.e. coupons) and select the appropriate choice.
Click the next Rates arrow to the right of the wizard.
On the next screen you will a couple choices. You can import your zip codes and rates (see this article for more information) or enter them in manually.
Click the next Review arrow to the right of the wizard.
Look over everything and make sure that it is all correct.
Click the next Finish arrow to the right of the wizard.
You are done!
Below is a video that shows you how to use the Sales Tax Wizard and how to add the tax calculator on the View Cart page.
