Making a customer tax exempt

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?main_page=product_contrib_info&cPath=40_47&products_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

earmsby:

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.

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

//Absolute Solutions Edit

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.

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 :

$this->title = $tax_exempt_discount->fields['tax_exempt_name'];

under this :

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;

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.

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.

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,

My Group Discount settings:
Sort Order
500

Include Shipping
true

Include Tax
true

Re-calculate Tax
None

Tax Class
Taxable Goods
My tax settings:
Sort Order
300
My tax exempt settings:
Sort Order
310

Include Shipping
false

Include Tax
true

Re-calculate Tax
None

Tax Class
Taxable Goods

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.

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.

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:

And here it is after I change the tax order to be after the discount code.

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/images/ordertotal_order.gif

---Diana