Need Sales Tax for Store Pickup

I need to be able to charge local sales tax for store pickups regardless of a customers billing address. In Shipping Modules there is a line item under Store Pickup that says:

Tax Basis
On what basis is Shipping Tax calculated. Options are
Shipping - Based on customers Shipping Address
Billing - Based on customers Billing address
Store - Based on Store address if Billing/Shipping Zone equals Store zone

The only two option presented are Shipping and Billing. There is no radio button for "store".

In2Deep:

I need to be able to charge local sales tax for store pickups regardless of a customers billing address. In Shipping Modules there is a line item under Store Pickup that says:

Tax Basis
On what basis is Shipping Tax calculated. Options are
Shipping - Based on customers Shipping Address
Billing - Based on customers Billing address
Store - Based on Store address if Billing/Shipping Zone equals Store zone

The only two option presented are Shipping and Billing. There is no radio button for "store".

Are you charging for store pickup?

What version of Zen Cart?

Assuming your taxes on products are set correctly and further assuming you are not charging for store pickup (after all, there are no shipping costs involved) then the following settings should do the trick for you:

Shipping Cost
The shipping cost for all orders using this shipping method.
SET TO 0.00

Tax Class
Use the following tax class on the shipping fee.
SET TO --none--

Tax Basis
On what basis is Shipping Tax calculated. Options are
Shipping - Based on customers Shipping Address
Billing Based on customers Billing address
Store - Based on Store address if Billing/Shipping Zone equals Store zone

Shipping SELECTED
Billing

This is the same for most ZC versions, dating back to at least v 1.3.7 (that's as far as I remember).

bislewl:

Are you charging for store pickup?

No, it's free.

lat9:

What version of Zen Cart?

1.5.1 with the payment (authorize.net) files edited to 1.5.4

frank18:

Assuming your taxes on products are set correctly and further assuming you are not charging for store pickup (after all, there are no shipping costs involved) then the following settings should do the trick for you:

Shipping Cost
The shipping cost for all orders using this shipping method.
SET TO 0.00

Tax Class
Use the following tax class on the shipping fee.
SET TO --none--

Tax Basis
On what basis is Shipping Tax calculated. Options are
Shipping - Based on customers Shipping Address
Billing Based on customers Billing address
Store - Based on Store address if Billing/Shipping Zone equals Store zone

Shipping SELECTED
Billing

This is the same for most ZC versions, dating back to at least v 1.3.7 (that's as far as I remember).

Thank you. I've made the changes. I'll let you know the next time someone picks up in store.

I'll let you know the next time someone picks up in store.
Do not wait for that
Run a test purchase to see if it works or not

kobra:

Do not wait for that
Run a test purchase to see if it works or not

It didn't work.

on the order that did not work, what address showed up as the shipping address? was it the store address? or one of the customers addresses?

if you enter an order that has the store address as the shipping address (and not using store pickup), does the tax calculate correctly there?

carlwhat:

on the order that did not work, what address showed up as the shipping address? was it the store address? or one of the customers addresses?

if you enter an order that has the store address as the shipping address (and not using store pickup), does the tax calculate correctly there?

The store address won't show up as the shipping address, this is a know "bug" and is on the list of tasks for future versions.
see: https://github.com/zencart/zencart/issues/594 for further details/discussion on that

carlwhat:

on the order that did not work, what address showed up as the shipping address? was it the store address? or one of the customers addresses?

if you enter an order that has the store address as the shipping address (and not using store pickup), does the tax calculate correctly there?

It was the customers address.

What is the best way to add a disclaimer to where they would select store pickup? Perhaps something like: "Local Sales Tax will be charged separately at the time of pickup"

In2Deep:

It was the customers address.

What is the best way to add a disclaimer to where they would select store pickup? Perhaps something like: "Local Sales Tax will be charged separately at the time of pickup"

I don't think your issue is directly related to the shipping module but has something to do how your taxes are configured. How are your taxes configured?

Is your local tax defined and charged for customers in your city or state, iow did you set a tax zone just for your city/state so a customer who's shipping address is within that zone and gets charged with the local tax?

You may want to look at the tax zones first.

Another consideration would be to restrict the Store Pickup module to customers within a certain range of your physical store location as it is unlikely that someone from L.A. would personally pickup if your store is located on the other side of the country ie NYC. You can achieve this by installing PDP: https://www.zen-cart.com/downloads.php?do=file&id=1702

frank18:

I don't think your issue is directly related to the shipping module but has something to do how your taxes are configured. How are your taxes configured?

Is your local tax defined and charged for customers in your city or state, iow did you set a tax zone just for your city/state so a customer who's shipping address is within that zone and gets charged with the local tax?

You may want to look at the tax zones first.

Another consideration would be to restrict the Store Pickup module to customers within a certain range of your physical store location as it is unlikely that someone from L.A. would personally pickup if your store is located on the other side of the country ie NYC. You can achieve this by installing PDP: https://www.zen-cart.com/downloads.php?do=file&id=1702

i may be on the periphery here, but i do not agree with a number of things here.

if the cart correctly charges sales tax on all orders except orders selected for in-store pickup, then something is wrong with the shipping module or perhaps its interface to the tax module. actually i find it hard to say....

in addition, the idea of restricting in-store pickup to a certain geographical area, while interesting certainly has nothing (or very little) to do with the problem at hand. in fact, adding another module to the cart when the existing cart is not functioning the way the store owner/original poster expects it to work, is adding another level of complexity that in my mind will make this problem harder to debug.

in the orders class i added the following function:

  function check_pickup() {
    if (strstr($this->info['shipping_module_code'], 'storepickup')) {
      $this->delivery['firstname'] = zen_get_configuration_key_value('MODULE_SHIPPING_STOREPICKUP_COMPANY');
      $this->delivery['lastname'] = '';
      $this->delivery['street_address'] = zen_get_configuration_key_value('MODULE_SHIPPING_STOREPICKUP_ADDR1');
      $this->delivery['city'] = zen_get_configuration_key_value('MODULE_SHIPPING_STOREPICKUP_CITY');
      $this->delivery['postcode'] = zen_get_configuration_key_value('MODULE_SHIPPING_STOREPICKUP_ZIP');
      $this->delivery['state'] = zen_get_configuration_key_value('MODULE_SHIPPING_STOREPICKUP_STATE');
      $this->delivery['suburb'] = '';
      $this->delivery['company'] = zen_get_configuration_key_value('STORE_NAME');
    }
  }

and then within the function create (also in the order class), i added the first line in the code section below before the $sql_data_array = array... line

$this->check_pickup();

$sql_data_array = array('customers_id' => $_SESSION['customer_id'],
                            'customers_name' => $this->customer['firstname'] . ' ' . $this->customer['lastname'],
...

and now you should have the proper address recorded in the orders table after completion for in-store pickup orders.

whether that helps with calculating your taxes, i can not say.... but it might...

good luck.

carlwhat:

if the cart correctly charges sales tax on all orders except orders selected for in-store pickup, then something is wrong with the shipping module or perhaps its interface to the tax module. actually i find it hard to say....

Only the op can tell us if the taxes are correctly configured...

carlwhat:

in addition, the idea of restricting in-store pickup to a certain geographical area, while interesting certainly has nothing (or very little) to do with the problem at hand. in fact, adding another module to the cart when the existing cart is not functioning the way the store owner/original poster expects it to work, is adding another level of complexity that in my mind will make this problem harder to debug.

Agree, nothing to do with the issue at hand - but worth looking at as well and above.

carlwhat:

in the orders class i added the following function:

function check_pickup() {
if (strstr($this->info['shipping_module_code'], 'storepickup')) {
$this->delivery['firstname'] = zen_get_configuration_key_value('MODULE_SHIPPING_STOREPICKUP_COMPANY');
$this->delivery['lastname'] = '';
$this->delivery['street_address'] = zen_get_configuration_key_value('MODULE_SHIPPING_STOREPICKUP_ADDR1');
$this->delivery['city'] = zen_get_configuration_key_value('MODULE_SHIPPING_STOREPICKUP_CITY');
$this->delivery['postcode'] = zen_get_configuration_key_value('MODULE_SHIPPING_STOREPICKUP_ZIP');
$this->delivery['state'] = zen_get_configuration_key_value('MODULE_SHIPPING_STOREPICKUP_STATE');
$this->delivery['suburb'] = '';
$this->delivery['company'] = zen_get_configuration_key_value('STORE_NAME');
}
}

> 
> and then within the function create (also in the order class), i added the first line in the code section below before the $sql_data_array = array... line
> 
> ```
$this->check_pickup();

$sql_data_array = array('customers_id' => $_SESSION['customer_id'],
                            'customers_name' => $this->customer['firstname'] . ' ' . $this->customer['lastname'],
...

and now you should have the proper address recorded in the orders table after completion for in-store pickup orders.

whether that helps with calculating your taxes, i can not say.... but it might...

good luck.

When scrolling down there are a couple of similar threads, the thread from 2009 may throw a few ideas. Seems someone had a crack at this issue and apparently succeeded.

Just my 5 cents for what it's worth...