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  1. #311
    Join Date
    Sep 2006
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    Default Re: Configuring Taxes for Canadian Sites/Zones

    Quote Originally Posted by s_mack View Post
    So essentially you're saying everything's correct but its just not displaying exactly how YOU figure it should in YOUR situation, right?

    I personally disagree that its confusing, except perhaps to customers that don't bother to read. If it says GST and PST for the goods and then combines them for the taxes... it is clear about that. Sure, someone might wonder "hmm.. why'd they do it that way?" but that's a quandary more of a confusion.

    If you want it displayed a specific way for your site then you have the opportunity to change it as you see fit. But what you think works best for you isn't going to be universal.
    Sorry, maybe I didn't express myself clearly, or correctly.

    It used to show combined, now is not showing combined.

    What I"m saying is that functionality may have changed though no modification on my end, I believe this is since the last update (1.5.1) although I hadn't noticed it before now as most of my sales are elsewhere in the country. In those cases, only one tax applied, and, shipping and product taxes were even combined. I'm not sure why now it would have changed though.

    Ray

  2. #312
    Join Date
    Apr 2015
    Location
    Montreal
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    Default Re: Configuring Taxes for Canadian Sites/Zones

    I have update my taxes setting for my store in Quebec, hope it help someone.


    Vendors operating in Canada need to accommodate numerous tax configurations to support proper tax collection on sales to customers in provinces where they are registered to sell. There's a Federal GST, HST, and provincial PST/RST.

    Tax Zones / Rates configuration can be a little confusing at times, as the terms are easily and accidentally swapped ... by mistake... thus it's sometimes hard to follow the process through completely.

    Hopefully this short article will help clarify.

    =========================
    Understanding Terminology
    =========================
    TAX CLASS = A setting assigned to PRODUCTS and to SHIPPING that's used to calculate final taxes.
    TAX ZONE = A regional setting used to help determine tax rates by geography.
    TAX RATE = A rate calculated by combining a product's tax class and shipping zone with the relevant tax percentage.


    Zen Cart uses SHIPPING ADDRESS to determine appropriate taxes, i.e. which TAX ZONE you are shipping into. NOTE: this is the shipping address, and *NOT* the billing address.

    A TAX RATE is determined by comparing SHIPPING ADDRESS to the Tax ZONE set up for the TAX RATE; and also by Tax Class assigned to each product.

    You can only assign ONE TAX CLASS to a product.
    In many stores, you will only have one TAX CLASS (GST/HST/PST) since all goods are either taxable or non-taxable.
    When would you use different rates? One example would be if, say, CLOTHES were taxed at a different rate than BOOKS which are in turn different from DVDs. You could create a different TAX CLASS for each family ("class") of product in that case.

    In the following examples, we will be dealing with only ONE tax CLASS for products.
    You likely want the GST for SHIPPING to show up separately, so we will make a separate "TAX CLASS" for "GST on Shipping".

    ========= PROBLEMS: =========

    The method below shows the GST and PST totaled together on the same line (see sample output below).

    Having said that, the only problem is that the two taxes are summed together onto one line.
    However, the GST number is displayed, and the percentages (rates) used are displayed, and nothing is hidden, so I believe that this will be acceptable according to Federal & Provincial Gov't requirements (but I AM NOT AN ACCOUNTANT!!!!).

    **************************************************
    Best part is: IT DOESN'T REQUIRE ANY CONTRIBUTIONS!!!!! Just a careful setup of the zones.
    **************************************************
    ===================
    Step-by-Step SETUP:
    ===================

    STEP (1): Set the location for your store:

    Configuration --> My Store

    - Country: Canada
    - Zone: Quebec

    STEP (2): Create the "Tax Zones". The are geographical regions where a particular set of tax laws applies
    Locations/Taxes --> Zones Definitions

    Create the Zone for all of Canada
    - Zone Name: Canada GST Zone
    - Description: GST

    Now click on the newly created "Canada GST Zone" row to drill down one level to "Sub Zones"
    Click INSERT to create 10 new sub-zones, one at a time:

    - Country: Canada; Zone: Alberta
    - Country: Canada; Zone: British Columbia
    - Country: Canada; Zone: Manitoba
    - Country: Canada; Zone: Northwest Territories
    - Country: Canada; Zone: Nunavut
    - Country: Canada; Zone: Ontario
    - Country: Canada; Zone: Prince Edward Island
    - Country: Canada; Zone: Quebec
    - Country: Canada; Zone: Saskatchewan
    - Country: Canada; Zone: Yukon Territory

    Click on "BACK" to go up one level.
    Now create the Quebec Provincial Tax Zone:
    Click Insert

    - Zone Name: Quebec PST Zone
    - Description: PST (only when shipping to Quebec)

    Now click on the newly created "Quebec PST Zone" row to drill down one level to "Sub Zones"
    Click INSERT to create new sub-zone:

    - Country: Canada
    - Zone: Quebec

    Click on "BACK" to go up one level.
    Now create the HST Tax Zone 13%:
    Click Insert

    - Zone Name: HST Tax Zone 13%
    - Description: New Brunswick, Newfoundland and Ontario

    Now click on the newly created "HST Zone" row to drill down one level to "Sub Zones"
    Click INSERT to create new sub-zone:

    - Country: Canada; Zone: New Brunswick
    - Country: Canada; Zone: Newfoundland
    - Country: Canada; Zone: Ontario

    Click on "BACK" to go up one level.
    Now create the HST Tax Zone 14%:
    Click Insert

    - Zone Name: HST Tax Zone 14%
    - Description: Prince Edward Island

    Now click on the newly created "HST Zone" row to drill down one level to "Sub Zones"
    Click INSERT to create new sub-zone:

    - Country: Canada; Zone: Prince Edward Island

    Click on "BACK" to go up one level.
    Now create the HST Tax Zone 15%:
    Click Insert

    - Zone Name: HST Tax Zone 15%
    - Description: Nova Scotia

    Now click on the newly created "HST Zone" row to drill down one level to "Sub Zones"
    Click INSERT to create new sub-zone:

    - Country: Canada; Zone: Nova Scotia


    Do NOT create a separate Tax ZONE for Shipping. You will simply use the "Canada" tax zone for the GST Shipping tax CLASS (below).

    *** Important: this means that SHIPPING GST will only be charged to destinations within Canada, but NOT charged on exports.
    *** According to Canada Customs & Revenue Agency (1-800-959-5525), you do *NOT* charge GST on the shipping fee for EXPORTS.

    STEP (3): Create the "Tax Classes"

    Note: You can only assign ONE Tax CLASS to a product.
    But since we want shipping GST to show up separately, we will make a seperate Tax CLASS just for it.

    Locations/Taxes --> Tax Classes

    create TWO (2) tax classes:

    - Tax Class Title: GST/HST/PST Class
    - Description: All taxable goods

    - Tax Class Title: GST on Shipping
    - Description: GST on shipping within Canada

    STEP (4): TAX RATES

    Here is where it all comes together: Tax Rates.
    Tax RATES associate Tax ZONES & Tax CLASSES to determine the correct Tax Rate.

    HINT: The "DESCRIPTION" is what shows up on the invoice, so use it judiciously!!!!!!!!!!!!!

    Locations/Taxes --> Tax Rates

    create SIX (6) Tax Rates:

    - Tax Class Title: GST/PST/HST Class
    - Zone: Canada GST Zone
    - Tax Rate (%): 5.0000
    - Description: 5.0% GST
    - Priority: 1

    /*HINT: Insert your GST# as part of DESCRIPTION and it will show up on invoice !!!
    /*HINT: Leave PRIORITY at "1" for a non-cumulative tax (i.e. Quebec)

    - Tax Class Title: GST/PST/HST Class /* HINT: Yes, this is the same one you just used
    - Zone: Quebec PST Zone
    - Tax Rate (%): 9.975
    - Description: 9.975% PST (Quebec)
    - Priority: 1

    - Tax Class Title: GST/PST/HST Class /* HINT: Yes, this is the same one you just used
    - Zone: HST Zone 13%
    - Tax Rate (%): 8.0000
    - Description: 13% HST
    - Priority: 1

    - Tax Class Title: GST/PST/HST Class /* HINT: Yes, this is the same one you just used
    - Zone: HST Zone 14%
    - Tax Rate (%): 9.0000
    - Description: 14% HST
    - Priority: 1

    - Tax Class Title: GST/PST/HST Class /* HINT: Yes, this is the same one you just used
    - Zone: HST Zone 15%
    - Tax Rate (%): 10.0000
    - Description: 15% HST
    - Priority: 1


    That takes care of taxes on products. And now, the Shipping taxes:

    - Tax Class Title: GST Shipping Class
    - Zone: Canada GST Zone
    - Tax Rate (%): 5.0000
    - Description: 5.0% GST on shipping
    - Priority: 1

    - Tax Class Title: GST Shipping Class
    - Zone: Quebec PST Zone
    - Tax Rate (%): 9.975
    - Description: 9.975% PST (shipping)
    - Priority: 1

    - Tax Class Title: GST Shipping Class
    - Zone: HST Zone 13%
    - Tax Rate (%): 8.0000
    - Description: 13% shipping HST
    - Priority: 1

    - Tax Class Title: GST Shipping Class
    - Zone: HST Zone 14%
    - Tax Rate (%): 9.0000
    - Description: 14% shipping HST
    - Priority: 1

    - Tax Class Title: GST Shipping Class
    - Zone: HST Zone 15%
    - Tax Rate (%): 10.0000
    - Description: 15% shipping HST
    - Priority: 1

    /* HINT: The above will calculate PST on shipping. Although there might
    /* be a tendenancy to think of shipping as a PST exempt service, in fact
    /* the Ontario Ministry of Finance says that for calculating the PST,
    /* "The total selling price includes delivery, mailing, transportation, or
    /* handling charges, but does not include the GST". With the above set-up,
    /* the PST for the shipping gets calculated (albeit separately).
    /* If you wanted them calculated together, you could assign "GST/PST/HST Class"
    /* as the Tax Class when setting up the shipping method.
    /* Personally, I prefer to break it out separately.

    STEP (5): Specify the appropriate Tax Class for SHIPPING MODULES

    MODULES --> SHIPPING

    Edit whichever shipping module(s) you are using.

    Tax Class: GST Shipping Class

    /* SEE PREVIOUS HINT

    STEP (6): Specify the appropriate Tax for PRODUCTS

    This may take some time....

    CATALOG --> Categories/Products

    Drill down to each product. Click EDIT

    TAX CLASS: "GST/PST/HST CLASS"

  3. #313
    Join Date
    Nov 2012
    Posts
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    Default Re: Configuring Taxes for Canadian Sites/Zones

    Hi there,
    I upgraded from 154 to 155 before starting to configure my new website. I followed all instructions for taxes and everything is fine, except a few things for which I can't seem to find an answer...
    - Is it possible to change the order in which the taxes are shown in cart? Like GST then PST?
    - I want the line where the taxes for shipping are to be placed below the shipping fees and to be called "taxes on shipping". Is it possible, and, if so, how?

    Here is a screenshot of what I have now

    Name:  prob taxes.jpg
Views: 80
Size:  59.7 KB

    Thanks a lot!

  4. #314
    Join Date
    Jan 2004
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    Default Re: Configuring Taxes for Canadian Sites/Zones

    Quote Originally Posted by degufan View Post
    Hi there,
    I upgraded from 154 to 155 before starting to configure my new website. I followed all instructions for taxes and everything is fine, except a few things for which I can't seem to find an answer...
    - Is it possible to change the order in which the taxes are shown in cart? Like GST then PST?
    - I want the line where the taxes for shipping are to be placed below the shipping fees and to be called "taxes on shipping". Is it possible, and, if so, how?

    Here is a screenshot of what I have now

    Name:  prob taxes.jpg
Views: 80
Size:  59.7 KB

    Thanks a lot!
    Not aware of a way to do that at the present time.
    .

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  5. #315
    Join Date
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    Default Re: Configuring Taxes for Canadian Sites/Zones

    Thanks DrByte!

  6. #316
    Join Date
    Aug 2017
    Location
    Toronto, Ontario, Canada
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    Default Re: Configuring Taxes for Canadian Sites/Zones

    As of July 1, 2017 the tax rates for some provinces have changed. Example: PEI is now 15%. I tried this method, but didn't work.

  7. #317
    Join Date
    Aug 2017
    Location
    Toronto, Ontario, Canada
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    Default Re: Configuring Taxes for Canadian Sites/Zones

    In addition to the Canadian Provincial Tax Rate changes for some provinces, for commercial parcels shipped with in Canada ARE taxable - HST or GST - depending where the shipment is being SENT to. Excerpt from Canada Post:

    PriorityTM, XpresspostTM and commercial parcels within Canada
    HST if sent to ON, PEI, NB, NS, and NL
    GST if sent to QC, MB, SK, AB, BC, NU, NT, and YT

    Link:

    https://www.canadapost.ca/web/en/kb/...ralinformation

    So, with all these changes with the taxes and the shipping HST or GST, I am totally confused.

    Is there anyone to help?

    Anthony

  8. #318
    Join Date
    Aug 2017
    Location
    Toronto, Ontario, Canada
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    Default Re: Configuring Taxes for Canadian Sites/Zones

    My apologies, I was using an older post. After re-reading the one I had and this format - this one seems correct.

    Anthony

 

 
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