How to set up Municipal (City Residents) Sales Tax

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9 years 9 months ago #189466

-- HikaShop version -- : 2.3.5
-- Joomla version -- : 3.3.6
-- PHP version -- : 5.3.29
-- Browser(s) name and version -- : not browser dependant

I actually have not yet figured out how to set up Sales Tax for the State either. I must be missing something very basic.

Here is the situation on the cart I am setting which only needs two rules:

Residents of South Dakota have to pay a 4% Sales Tax.

Residents of the City of Hermosa, South Dakota have to pay an additional 2% Sales Tax.

Here is what I have done so far:

Under Manage Tax Category button Created the following:
South Dakota State Sales Tax
Hermosa South Dakota Municipal Sales Tax

Under Manage Rates button Created the following two Tax namekey's:

southdakotastatesales 4%
hermosasouthdakotamunicipal 2%

Now what baffles me is how I associate those two tax categories with the tax rates. I assume that I somehow connect the State of South Dakota by using "SD" which I already found in the Zone South Dakota. What I have not figure out is how to make my South Dakota State Sales Tax Category associated with the South Dakota Zone already in the system. I did publish that zone.

Then after that I need to create a zone for the City of Hermosa that will be probably based on zipcodes?

Any help and pointers will be appreciated! I suspect you get too many of these dumb questions but I did not find the answer yet on your site. I keep thinking I am close but not quite there.

Thank you, Sean Carney

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9 years 9 months ago #189520

Hi,

You don't need to create any tax category as all your products will be taxed similarily. Just set the "default tax category" in all your products' tax category option.
Then, what you want to do is to create two tax rules via the "new" button of the System>Taxes menu.
There, select your State, the default tax category, the tax rate of the tax rule, turn on the "cumulative tax" option and set the zip code options for the second tax rate so that it will apply only to the customers with a zip code in the range that you specify.

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9 years 9 months ago #189584

Thank you Nicolas,

I believe I have it set up correctly now. Thank you for the help!

I have one question just in case I did the municipal tax rate incorrectly:

I put BOTH of my rules in the Zone of South Dakota but only added the Postal Code to the one with the additional 2%.

I also set BOTH of my rules to Cumulative tax = Yes.

I guess my main question is whether they should both be in the same Zone of South Dakota. Seems like both rules should be in that zone since the city of Hermosa is in the State of South Dakota.

Thanks again, It was easier then I was making it out to be. But... I did need your instruction. :-) I was in the State of Confusion. :-)

Sean Carney

Last edit: 9 years 9 months ago by scarney.

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9 years 9 months ago #189717

Yes, both should have the zone South Dakota selected.
Otherwise, people in other states/countries with the same zip code as that city would get the tax applied where they shouldn't pay the tax.

The following user(s) said Thank You: scarney

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9 years 6 months ago #201454

Salut/Hi,

I am using Hikashop 2.4.0 and Joomla 3.4.
I am trying to setup a specific tax for San Francisco is (8.75%). while California Tax is (7.5%).

As per the above, I have setup under Default Tax Category, 2 rules as illustrated in the attached screenshot.

yet, when someone sets up an order with a zipcode 94123 [San Francisco], it doesn't calculate 7.5% + 1.25% = 8.75%

Merci/Thanks!

Emmanuel.

btw: small bug - the Cumulative Tax checkmarks are not togglable even though the Published checkmarks is toggable.

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9 years 6 months ago #201492

HI,

The issue is with the way you setup the "post code" field of your tax rule. You can't give a list of post codes like you did.
Please read the documentation on how to setup that field:

Post code : You can enter a regular expression matching the post codes you want for the current tax rule.
For example, if you want that the current tax rule apply to all the people with a post code between 12000 and 12999, you would enter such text in the field: 12[0-9]{3}
The brackets indicates the list of potential characters (ie. 0,1,2,3,4,5,6,7,8,9) and the curly brackets indicates the number of characters for the characters in the brackets.
Another example would be all the zip codes from 12546 to 12549 and you would enter: 1254[6789]{1}

That means that you'll want to create one tax rule for each range of post codes.

PS: the cumulative tax icon was not meant to be toggable so it's not really a bug. But yes, it could be nice to make it toggable.

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9 years 6 months ago #201522

Merci Nicolas,

Avec la règle, 941[0-5][1-9]{1} - cela marche :)

A+,

Emmanuel.

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