Sales Tax Overview

You can set your Sales Tax calculations one of 4 ways:

1. Single Rate (one state)

2. Multi-Rate (multiple states/counties)

3. Canadian Taxes (GST,PST,HST)

4. VAT

Tax Rates are re-calculated when the order form and receipt pages are displayed. This way, the user can't select an invalid state on the shipping page and then change it on the actual order form because it's recalculated again before the order goes through and the receipt page is displayed.

When you click on "Update Sales Tax Files" on the Sales Tax forms below, the Logic Wizard program automatically modifies your qs_main, shipping, credit_card, check, and receipt template pages in the c:\quikstore\server_files directories to make sure the proper values are being used.

1. Single Rate

The Single Rate tax setting is the easiest. This applies sales tax for one given state. If the user enters "CA" for their state on the shipping page, and your "Tax State" in the Logic Wizard is set to "CA", it will apply the "Tax Rate" you have entered in the Logic Wizard to the subtotal of the order when the order form is displayed.

Single Tax Rate Screen

This screen has 5 entries:

1. Form Field Name:

This is the form field name used on the shipping.html, credit.html/check.html, and receipt.html checkout template pages. This value in this field is the one that is used to compare against the State entry above. If the program finds a match, it applies the Tax Rate entry above. By default, this is set to the users "Mailing_State".

2. Select Sales Tax Logic:

This is the type of logic you want to use.

3. Display Text:

This is the text label that will be displayed next to the select box on the shipping.html template page.

4. State:

This is the abbreviation for the state that you want to charge sales tax on.

5. Tax Rate:

This is actual tax rate as decimal value.

2. Multi-Rate

The Multi-Rate tax setting is used when you want to apply sales tax for multiple states and/or counties.

Multi-Rate Screen

The only difference in this screen from the previous one is that when you select a state, you can enter a corresponding tax rate for that given state or county. You MUST click update after you change the Tax Rate value for an entry.

You can also delete, add, or clear the list by selecting the appropriate buttons.

When you are all done, click on "Update Sales Tax Files" to save your work.

3. Canadian Taxes

The Canadian Tax screen works basically the same way the Multi-State screen does except there are 3 entries for Tax Rates; GST, PST, and HST. Just enter the appropriate values in each box for each province. You may also want to change the Display Text for Canada.

Canadian Tax Rate Screen

You MUST click update after you change the Tax Rate value for an entry.

You can also delete, add, or clear the list by selecting the appropriate buttons.

When you are all done, click on "Update Sales Tax Files" to save your work.

4. VAT

The VAT (Value Added Tax) screen works basically the same way the Multi-State screen does except there is only one tax rate applied to multiple countries.

VAT Rate Screen

You MUST click update after you change the Tax Rate value for an entry.

You can also delete, add, or clear the list by selecting the appropriate buttons.

When you are all done, click on "Update Sales Tax Files" to save your work.