[fixed 1.3.9a] Group Discount and Discount Coupon Tax Calculation Issue

[bobtabin]

Fresh Install fo Zen Cart 1.3.8a

I have a major tax calculation issue when using either a Discount Coupon or Group Discount (not together). This is what occurs:

Sub-Total: $69.00
Standard Shipping (Standard Shipping): $7.15
Group Discount: -$34.50
Florida State Sales Tax - 6.00%: $2.29
Total: $43.94

As you can see the total does not calculate correctly. 69.00+7.15-34.50 (50%)= 41.65 * 1.06 (tax) = 44.15 (6% tax on $41.65 should be 2.49, not 2.29).

What's going on? Here are my settings and more comments below. This occurs with both modules. How do I fix this?

Group Discount

This module is installed
true

Sort Order
290
Include Shipping
false

Include Tax
false

Re-calculate Tax
Standard

Tax Class
--none--

I have tried both None and Standard for Re-calculating Tax.

Some how the discount is being applied to the shipping to.

I am trying to only allow the 50% off on the Sub-Total and NOT the Shipping. I though my options were correct, but the group discount is being applied to the shipping. With this scenario, the tax calculates correctly. How to I only allow a 50% discount on the Sub-Total and NOT the Shippig too, as per my settings reflect? This is a bug.?

[swguy]

Change your sort order and move the discount ABOVE the shipping (in Admin->Modules->Order Totals).

[bobtabin]

I tried every combination, including moving the Group Discount aboce the shipping. Here's what I am required to do:

I need to charge TAX on Shipping so I have my Tax Class as Taxable Goods within the table shipping module. I have set the Tax Class to None within the table module and everything calculates as it should.

HOWEVER, I am required to charge tax on shipping. So, how do I do the following (still not convinced it's not a bug, or a very confusing way to do things):

1. Charge Tax on Products
2. Charge Tax on Shipping
3. Allow for Group Discounts and Discount Coupons

Doing all three causes calculatiosn (in every order I try) to be incorrect. Can you try this in a test store? I have tried this in a test store with no code modifications to the tax, order total, or shipping code. Thanks.

[bobtabin]

*** Read my post above before reading this ***

I re-ordered the Group Discount to 150 (between Sub-Total and Shipping) as this is how I want to reflect it anyhow. The ONLY way I can get the TAX to show correctly is using Credit Note (see below):

Include Shipping
false

Include Tax
false

Re-calculate Tax
Credit Note

Tax Class
Taxable Goods

After doing so, the tax shows correct, but the total should be $44.15 (not $46.22).

Sub-Total: $69.00
Group Discount: -$34.50
Standard Shipping (Standard Shipping): $7.15
Florida State Sales Tax - 6.00%: $2.50
Total: $46.22

What I found it's doing is that the original tax (if no discount applied) is $4.57 and the difference between $2.57 and $2.50 is $2.07. Adding the CORRECT $44.15 TOTAL with the $2.07 makes $46.22. WHY is the Total ADDING the FULL SALES TAX as if a discount didn't apply ($4.57) while showing the correct $2.50 sales tax? I need it to show the correct sales tax and total.

I can duplicate this EXACTLY with both Discount Coupons and Group Discounts. The results and testing is the same!!! It's all based around my Shipping being taxable.

Here's my store requirments and what settings do I need?

All products are taxable to sales Shipping to Florida (tax basis is Shipping)
Shipping is Taxable to sales Shipping in Florida (tax basis is Shipping)
Group Discount and Discount Coupon subtract the discount and the tax and total indicate correct values.

How do I acheive this?

[alan_powerbrixx]

We have a similar (same?) problem showing up for us when a group discount is applied to an in-state (taxable) order. The sales tax is undercharged.

For us, the problem is more hypothetical than practical, because the only group discount we offer is to dealers who are normally tax exempt. Mostly, this reply is to let the Zen wizards know that we had discovered the same kind of error cropping up during testing, on in-state orders when a group discount is applied. In case it helps someone in solving, here are the total lines from a test case:

TOTAL LINES DISPLAYED DURING CHECKOUT:
Sub-Total: $7.99
US Postal Service (Priority Mail): $6.60
Group Discount: -$1.20
NC TAX: $0.84 [wrong!]
Total: $14.23

SOME OBSERVATIONS:
Tax is charged based on the shipping address.
Shipping charge is taxable.
Group discount is 15% of the product sub-total.
Tax rate is 6.75% (for this order; rate varies by county).
Sub-total (product) plus shipping less discount is $13.39.
Tax amount should be .90.
The amount shown, .84, is actually 6.27% of $13.39.
If the sub-total plus shipping less discount had been $12.44, then .84 tax would have been correct.
Same error occurs in both 1.3.7 and 1.3.8a.

[Rebelwax]

Sounds like what is happening in my 1.3.8a store too. Funny thing is...it works fine on my current 1.3.7 store. Has anyone figured this one out yet?

[kavlito]

After implementing Group Pricing, my tax was incorrectly calculating based on Sub-Total. I edited the Group Discount in the Order Totals Module and set Re-calculate Tax to Standard and now the tax is calculated correctly after the Group Discount is applied.

[Leijonberg]

I have a similar problem. Tax calculation is correct, even when coupons or group pricing are used. The discount displayed and the total is wrong though.

On an order value of 1995,00 (1596,00 excl. VAT), I get 224,00 discount with 10% setting (where I should get 199,50). Shipping is 118,00 (94,40 excl. VAT) and the VAT is 25%, so I get:

((1596 - 10%) + 94,4) * 0,25 = 382,7 (VAT)

This is calculated correctly (rounded to 383,00).
Order total should thus be 1913,50, but I get 1850,00 in order total.

This means that the discount I really got in the total is:

1995 + 118 - 1850 = 263,00

and not the 224,00 displayed, or the 199,50 as it should be.

Could someone please help me? Where do I look for a solution?

[coredesign]

After some fiddling around, my cart's handling of the order total, discount and tax on net order amount are working properly.

HOWEVER, I am now seeing an issue with the shipping tax calculation! The shipping amount shown on the Checkout page is correct, but the tax on shipping is being calculated on the shipping cost minus the discount coupon percentage.

Please see the attached PDF for the numbers I'm looking at.

ot_coupon
Include Shipping: false
Include Tax: false
Recalculate Tax: Standard

Display Prices with Tax: false