DrByte very kindly helped me sort this out and so I'm going to post a summary of what was required here in case others are searching for the info in future.
The very simple tax and payment scenario is as follows:
- New Zealand retail customers only
- Prices displayed with tax included at all times
- Tax amount visible in order
- Flat-rate shipping
- Credit card payments only
- No coupons or vouchers
The billing result will look similar to this:
[FONT="Verdana"]Sub-Total: $19.95
Delivery Area (Wellington Region): $4.95
Amount: $2.22GST
Total: $24.90
[/FONT]
And these are the settings I now have:
Admin - Configuration - My Store
Basis of Product Tax = Shipping
Basis of Shipping Tax = Shipping
Admin - Configuration - Shipping/Packaging
Country of Origin = New Zealand
Admin - Locations/Taxes - Zones Definitions
Add Zone = NZ,
Description = New Zealand
Click Details, Insert, Select New Zealand and All Zones
Delete Taxable Goods – Florida
Admin - Locations/Taxes - Tax Classes
Add class called GST
Description = Goods & Services Tax
Delete Taxable Goods
Admin - Locations/Taxes - Tax Rates
Add GST at 12.5% priority 1
Zone = NZ
Description = GST Amount
Admin - Localization - Currencies
Add Currency:
Title: NZ Dollar
Code: NZD
Symbol Left: $
Symbol Right:
Decimal Point: .
Thousands Point: ,
Decimal Places: 2
Last Updated: 05/30/2006
Value: 1.00000000
Example Output:
$30.00 = $30.00
Then Set to default, save and click the Update Currencies button.
Delete US and Euro as am not using them.
Admin - Configuration - My Store
Set Display prices with tax = true
Set Display prices with tax in admin = true
Set Country = New Zealand
Set Zone = (blank on mine - seems right)
Admin - In Modules - Order Total,
Gift Certificates - Click Remove
Discount Coupon – Click Remove
Leave in place:
Shipping
Sub-Total
Tax
Total
Set cart up for offline credit card orders - some of this info comes from elswhere.
Admin - Configuration - Credit Cards
Enable Visa, Mastercard and American Express and whatever
Credit Card Enabled - Show on Payment – 2 (be sure to upload card images)
Admin->Modules->Payment
Click on Credit-Card
Click on Install
Click on Edit
Set the following:
- Enable Credit Card Module = true
- Collect & store the CVV number = true
- Store the Credit Card Number = true
- Split Credit Card E-Mail Address ---> ENTER YOUR EMAIL ADDRESS HERE
- Payment Zone ---> leave as -none-
- Set Order Status ---> suggest to set it to Pending
Click Update
Uninstall Cash on Delivery and other modules
That pretty much covers what's needed. The main error I had made was to set Basis of Product Tax and Basis of Shipping Tax to Store rather than to Shipping.
I'd hate to have to configure it for anything complex
That's all... just putting it back here to help others because I was helped.
Regards,
Rob
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