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Hi
I am a canadian seller. I have two taxes that are charged to customers. I need to make a customer exempt from one of these taxes.
Is there a mod that I can install or is there any other way to make customers exempt from 1 of the 2 taxes I charge.
Thanks,
Adam
Tax exempt is not built into Zen Cart on a per customer basis ...
This can be customized to add this feature ...
You might check on some searches and the downloads to see if someone hasn't attempted an add-on for this to help get you started ...
Found a Mod but it has bugs at present. I'll keep an eye out for the update
http://www.zen-cart.com/index.php?ma...roducts_id=155
Does anyone know if the current version of that module works correctly? I couldn't quite decipher the version notes - one note seemed to say there were bugs and another note seemed to say it worked in ZC 1.3.7
I wondered the same thing. I'm working on a cart for a client who'll sell to a pretty good size US Federal agency and tax exempt is a must.Quote:
Originally Posted by earmsby
I'll let you know. I went ahead and downloaded the mod but haven't installed it yet. Hope to play with it tomorrow.
Any status updates on the tax exempt module? Is it also possible to make a client tax exempt by offering a discount?
The current module on tax exemption works.
Unfortunately, my last uploaded comments did not overwrite the preexisting comments. I am not able to edit the comments that are there now. It's an ugly hodge-podge, I wasn't clear on what info was needed when it was uploaded.
It works! I use it.
See my site to see how I alert customers who may be eligible for tax exempt status.
---Diana
Thank you dbrewster,
I will be setting up ZenCart on my website tonight. My company does a lot of business with Catholic Schools and tax exempt clients are a must.
As dbrewster already reported, the mod does work in it's current form. I followed the directions in the install.txt file and everything works just fine. The only real issue for me is that I need to be able to give at least one customer tax exempt status for more than one state tax rate. My client is in NJ and apparently NJ and NY have a reciprocal tax agreement so they have to charge both NJ and NY state tax (not for the same order!).
They have one customer who is really a wholesale customer and therefore not subject to the tax and he drop ships to both NY and NJ, so I need to make that one customer tax exempt for both NJ and NY tax. So, I will fiddle with the mod to see if there is a way I can make it work for this exception.
But for most tax situations, this module should do the trick! Yea!
dbrewster: I downloaded the newest version of the module from the zen cart site. I like the mod however I had some troubles in getting it to work properly.
It seems there is a 2 sections of code labeled
These sections of code appear to be absolute reset sections that allow full control over the variables, which is great but it took me a bit to find and comment them out. Maybe in future releases mention that this needs to be commented out in the documentation.Code://Absolute Solutions Edit
Furthermore, one minor improvement I made was to make the display name of the tax class display , instead of the generic 'Tax Exempt:'
Place this :
under this :Code:$this->title = $tax_exempt_discount->fields['tax_exempt_name'];
This might not work great in mulit-lingual sites but in single language sites It is great as it allows you to give your customers more description on what exemption they are receiving, which accountants always like.Code:function process() {
global $db, $order, $currencies;
$tax_exempt_query = $db->Execute("select customers_tax_exempt from " . TABLE_CUSTOMERS . " where customers_id = '" . $_SESSION['customer_id'] . "'");
if ($tax_exempt_query->fields['customers_tax_exempt'] != '0') {
$tax_exempt_discount = $db->Execute("select tax_exempt_name, tax_exempt_percentage from " . TABLE_TAX_EXEMPT . " where
tax_exempt_id = '" . $tax_exempt_query->fields['customers_tax_exempt'] . "'");
$order_total = $this->get_order_total();
$gift_vouchers = $_SESSION['cart']->gv_only();
$discount = ($order_total - $gift_vouchers) * $tax_exempt_discount->fields['tax_exempt_percentage'] / 100;
Other than that it seems like a great module thanks a bunch.
can you make them tax exempt from just one of the 2 taxs?
MB1: The way the tax exempt module works is that it generates a negative amount based on a percentage you select. It does this based on the subtotal, so if you wanted to exempt someone for PST in Ontario, you could give that customer a 8% tax exemption, which nullifies the 8% that will be added in by the tax module.
So yes you can exempt people from 1 or more taxes or even parts of taxes based on the percentage you put into the exemption.
I would be cautious using this module when also using discount coupons or group pricing.
Here's a section of a sample order I set up on my cart: it looks fine at first glance, but the numbers don't add up.
http://calvinspeaks.org/misc/taxexempt.jpg
The sub total plus shipping minus the Discount Code amount don't equal what the total at the end says.
I may yet be able to get the two modules to play well together (Tax Exempt and Discount Coupon), but we'll see...
In the meantime, you should do a sample order and use a calculator to make sure that the numbers all make sense.
That seems like you might have to change the order that the discounts are being applied in. Check the order that your order total module is running the sub modules. At least I think that might fix it.
For example, in Admin > Modules > Order Total,
Quote:
My Group Discount settings:
Sort Order
500
Include Shipping
true
Include Tax
true
Re-calculate Tax
None
Tax Class
Taxable Goods
Quote:
My tax settings:
Sort Order
300
Getting the sort order and the "Re-calculate Tax" setting right is critical. I had the same problem that lukemcr describes until I did more research on the boards and found the right settings for Order Total.Quote:
My tax exempt settings:
Sort Order
310
Include Shipping
false
Include Tax
true
Re-calculate Tax
None
Tax Class
Taxable Goods
Also: any comments in the code like "//Absolute Solutions Edit" are a reference to the programmer (Absolute Solutions = Chris Eden) who wrote the code, not the functionality of the code! I would hesitate to remove those sections since he fixed problems that pre-existed with this module.
---Diana
Oh yeah, I've done that: the checkout order is ordered just like it says in the readme. If you put it in another order, it will display incorrectly. (Tax is applied after the discount is taken, but the tax exemption value is applied before.)
This is my Admin > Modules > Order Total page.
http://calvinspeaks.org/misc/ordertotal.jpg
As you can see, it's just like it's described in the readme: the only difference is that I'm using a discount code "Membership Discount Code" renamed from "Discount Coupon" instead of a Group Discount. (The membership discount code has the same sort order as the Group Discount, however.)
The problem here is that the coupon module is taking 20% off of the order total plus tax plus shipping. Tax-exempt doesn't hide the tax from discount code, so I guess both modules aren't working great.
Thanks for responding, guys. :-)
Sorry for the triple post, guys. :(
I had enabled the discount code on tax and shipping. (It's fixed now though.) The problem is more cut and dried now though:
The tax exempt module subtracts the 6% tax ($99.60) from the subtotal before the discount code kicks in. The tax exempt module should subtract the tax after the discount code is applied. (Subtract $59.76 instead of $99.60)
Here it is now:
http://calvinspeaks.org/misc/taxexempt1.jpg
And here it is after I change the tax order to be after the discount code.
http://calvinspeaks.org/misc/taxexempt3.jpg
It's the same problem as before, except you can see the problem in the order total process, as opposed to before, when you couldn't.
Sorry for all the pictures. :-(
Is your Group Discount set to recalculate tax? There is a setting like that for several of the components.
You might play around with the order of the Order Total, it has a profound impact on the order of calculations.
I did use Group Discount along with tax exempt status, and I also had erroneous totals until I found the right order, and right settings for "recalculate tax".
Here's mine: http://www.coreknowledge.org/CK/imag...otal_order.gif
---Diana
You can't just make them tax exempt overall?
Just a simple taxable / exempt kind of thing?
Not complaining, mind you, just curious.
I've got people looking for exempt in all states kind of thing.
No, there is not a tax exempt feature at this time.
The Tax Exempt Mod doesn't seem to calculate the tax charged for shipping.
Sub-Total:$5.00
Flat Rate (Best Way):$5.00
WA TAX 8.9%:$0.88
Tax Exempt:-$0.45
Total:$10.43
It seems that the Include Shipping, Include Tax and Re-calculate Tax options of this mod are not currently functioning. I have tried this with a few installations, all with the same result. Would someone be willing to test and see if they have the same experience. I have version 2.1 of Tax Exempt Status and Zen Cart 1.3.7 and I do have my shipping set as Taxable Goods.
Thanks to anyone willing to look into this the Zen Cart Community rocks!
Sorry about the double post...
Looks like I'm not alone :smile:
This post also seems to be related to the Tax Exempt mod not calculating the tax charged to shipping.
http://www.zen-cart.com/forum/showth...t=tax+shipping
I installed the Tax Exempt 2.1 MOD and it works other than it only discounts the tax from the sub total and doesn't include the shipping tax. Any help would be appreciated. Thanks!
I've taken a look at this module and I think the original author wasted a lot of time writing this. They should have simply switched on/off tax calculation whether or not the customer is in a tax exempt group by adding a conditional statement to the tax calculation module.
Does that mean that you will be writing such a module? I certainly hope you do! That sounds almost too simple. Unfortunately don't know how to do it but I know what you are talking about.Quote:
Originally Posted by numinix
I downloaded the Tax Exempt Module 2.1 and the install document talks about a DATABASE CHANGE. That is scary stuff. Does it happen automatically or is that something I have to do manually? Can it be reversed if the module does not work for me? I am a CHICKEN :censored:!
Quote:
Originally Posted by hllight
I don't have the time. I couldn't tell you if it is simple or not since I haven't taken a look. However, charging tax and then simply subtracting after as a discount is an amateur method and doesn't look very professional on the part of the store. You'd be better off placing the orders manually for the tax exempt customers. In Canada these would be businesses with PST numbers, or Native Status Canadians. Other exemptions can be covered by zones and do not require an additional module.
Having a problem with the tax exempt module.
I have a group discount of 35% and the tax that is being discounted is from the sub-total and not after the group discount. Is there a way to fix this?
Here is a sample:
Sub-Total: $100.00
Table Rate (Best Way): $13.00
Group Discount: -$35.00
CA TAX 7.75%: $5.04
Tax Exempt: -$7.75
Total: $75.29
Please help :dontgetit
It has already been done.Quote:
Originally Posted by numinix
Customer Tax Exempt in the Other Modules category.
http://www.zen-cart.com/index.php?main_page=product_contrib_info&cPath=40_ 47&products_id=603
Good module. However, it makes all taxes exempt. Many provinces are now starting a recycling fee and aren't exempt for anyone.Quote:
Originally Posted by agsjim
well,Hope to play with it tomorrow.Quote:
Originally Posted by earmsby
Quote:
Originally Posted by fubr69z
Did you read the discussion about the order total settings, second page of this thread?
It looks to me, from your post, that you set your tax exemption to be a fixed amount ($7.75) instead of a percentage. I didn't think that was possible, but the numbers above suggest that is what's happening.
The module works, I use it in my online store, it's not as beautiful as it might be, but it is more flexible than simply canceling tax calculation for exempt customers.
---Diana
doh! :wacko: silly comment from me, 7.75% of $100 is, of course, $7.75.Quote:
Originally Posted by dbrewster
The suggestion that you review your order total sequence still stands, though.
---Diana
I tried changing the sequence and the calculation came out to be the same. Maybe I'm doing something wrong. This mod is not that important to me so I installed the other mod that just removes tax all together. Thank you for your input Diana.
Robert
This tread may help youQuote:
Originally Posted by numinix
http://www.zen-cart.com/forum/showthread.php?t=36105
Thank you.
I've completed the Tax Exempt module which allows users to disable individual taxes on a per customer basis. It'll be available for download this evening from the Numinix Technology website.
I'll post again when it's ready.
Mod is complete and available for download.
Please see support thread:
http://www.zen-cart.com/forum/showthread.php?p=408019