Tax Settings

Overview of Tax Models in MarketDirect StoreFront

MarketDirect StoreFront supports two taxation models:

Sales Tax: This is the taxation model most commonly used in the United States. You have two options for sales tax calculation:

Built-in Sales Tax Model: The tax amount is based on the Print Shop and rudimentary tax rates. Click here for information on setting up your site on the sales tax model.
External Tax Models: Integration with a third-party dedicated tax system, which takes in account recipient addresses and buyer addresses. Click here for information on integrating your site with an external tax model.

VAT (Value Added Taxation): VAT/GST is the most common tax model around the world whereby VAT/GST is applied to goods and services. Click here for information on setting up your site with the VAT tax model.

Please note that ePS is not responsible for any inaccuracies in your calculation of taxes. Please consult with a competent financial advisor to ensure that you are in compliance with all applicable tax regulations.

What would you like to do?

Use Sales Tax Model

Built-in Sales Tax Model

External Tax Integration:

CCH SureTax

MarketDirect StoreFront enables integration with CCH SureTax through the External Tax Connector. CCH SureTax will calculate the tax based on the details of the order, such as order gross amount, products, and the local tax governing authorities for the shipping origin and destination.

●        You must establish a merchant account with CCH SureTax before you attempt to integrate with MarketDirect StoreFront.
Contact Wolters Kluwer CCH customer support for information on establishing a new CCH SureTax account or migrating your existing CCH Sales Tax Online account to SureTax.

Kristine M. Eberhart, Partner Manager, Tax and Accounting North America, Corporate Indirect
612.760.7821
kristine.eberhart@wolterskluwer.com

MarketDirect StoreFront Technical Support does not provide support for CCH SureTax. For any problems or questions regarding your CCH SureTax account please contact your account manager or Wolters Kluwer CCH customer support:

● Through the CCH Support link (on the Support page in your CCH merchant account site), or

● https://support.cch.com/productsupport/

All taxation information is collected and monitored in the CCH web site.

To set up CCH SureTax using the External Tax Connector:

1         Go to Administration > Taxes.

2         Select the Settings tab on the Taxes page.

3         Choose Sales Tax from the Taxation Model drop-down list.

4         Enable tax settings (optional):

●        Allow Buyer Configuration of Tax Exemption in Shopping Cart: Select this option to give buyers the option of designating each line item in the shopping cart as Tax Exempt.

This Tax Exempt check-box will be enabled only under following conditions:

- If the Anonymous user has a tax exemption claim.
- If the Registered User’s Company or Department has a tax exemption claim.
- If the particular product is exempted from tax.

●        Enable Tax Exemption Settings for Companies and Departments (default): When this option is selected, the tax exemption settings in Manage Companies and Manage Departments will be available.

●        Enable Tax Exemption Settings for Anonymous Users: When this option is selected, anonymous users in MarketDirect StoreFront will get a prompt in the Shopping Cart to claim tax exemption.

During order checkout, the anonymous user will be required to login. Once logged in, the tax exemption status of the anonymous user (based on whether s/he clicked and provided details in the Claim Tax Exempt link) will be transferred to the logged in user. The logged in user then gets the same tax exemption status for all orders placed.

When anonymous user claims tax exempt and the order becomes tax free, the operator can override this in the Quote Editor by changing the tax exempt status of the order. The Order Summary Page lets operators view an anonymous user’s tax exemption claim and view the uploaded certificate (PDF).

5         Click the Enable External Tax Integration check-box.

6         Select the Use TaxConnector radio button.

7         Choose CCH SureTax from the Choose a Tax Service drop-down list.

8         Click the Configure Service button to open the Configure Service page.

Tax service credentials (Service Request URL, Account Details, and Transaction Type Codes) will be provided by CCH SureTax.

9         Choose the appropriate Communication Channel from the drop-down list.

The drop-down list defaults to the first eFlow channel found.

10     Enter the appropriate Service Request URL.

11     Choose BOD Message Version 4 from the BOD Message Versions drop-down list.

12     Enter your tax service Account Details:

●        Client Number

●        Validation Key

●        Client Tracking

●        Business Unit

13     Enter any specific Transaction Type Codes (optional):

●        Shipping

●        Handling

●        Adjustment

14     Click Save on the Configure Service page.

15     Click Back and then click Save on the Tax Settings page.
Thomson Reuters OneSource

MarketDirect StoreFront enables integration with Thomson Reuters OneSource through the External Tax Connector. Thomson Reuters OneSource will calculate the tax based on the details of the order, such as order gross amount, products, and the local tax governing authorities for the shipping origin and destination.

●        You must establish a merchant account with Thomson Reuters OneSource before you attempt to integrate with MarketDirect StoreFront. To learn more about setting up an Thomas Reuters OneSource account, visit https://tax.thomsonreuters.com/en/onesource or call 1-888-885-0206.

MarketDirect StoreFront Technical Support does not provide support for Thomson Reuters OneSource. For any problems or questions regarding your Thomson Reuters OneSource account, you can contact OneSource customer support at https://tax.thomsonreuters.com/en/onesource/support.

All taxation information is collected and monitored in the OneSource web site.

To set up Thomson Reuters OneSource using the External Tax Connector:

1         Go to Administration > Taxes.

2         Select the Settings tab on the Taxes page.

3         Choose Sales Tax from the Taxation Model drop-down list.

4         Enable tax settings (optional):

●        Allow Buyer Configuration of Tax Exemption in Shopping Cart: Select this option to give buyers the option of designating each line item in the shopping cart as Tax Exempt.

This Tax Exempt check-box will be enabled only under following conditions:

- If the Anonymous user has a tax exemption claim.
- If the Registered User’s Company or Department has a tax exemption claim.
- If the particular product is exempted from tax.

●        Enable Tax Exemption Settings for Companies and Departments (default): When this option is selected, the tax exemption settings in Manage Companies and Manage Departments will be available.

●        Enable Tax Exemption Settings for Anonymous Users: When this option is selected, anonymous users in MarketDirect StoreFront will get a prompt in the Shopping Cart to claim tax exemption.

During order checkout, the anonymous user will be required to login. Once logged in, the tax exemption status of the anonymous user (based on whether s/he clicked and provided details in the Claim Tax Exempt link) will be transferred to the logged in user. The logged in user then gets the same tax exemption status for all orders placed.

When anonymous user claims tax exempt and the order becomes tax free, the operator can override this in the Quote Editor by changing the tax exempt status of the order. The Order Summary Page lets operators view an anonymous user’s tax exemption claim and view the uploaded certificate (PDF).

5         Click the Enable External Tax Integration check-box.

6         Select the Use TaxConnector radio button.

7         Choose OneSource from the Choose a Tax Service drop-down list.

8         Click the Configure Service button to open the Configure Service page.

Tax service credentials (Service Request URL, Account Details, and Transaction Type Codes) will be provided by Thomson Reuters OneSource.

9         Choose the appropriate Communication Channel from the drop-down list.

The drop-down list defaults to the first eFlow channel found.

10     Enter the appropriate Service Request URL.

11     Choose BOD Message Version 4 from the BOD Message Versions drop-down list.

12     Enter your tax service Account Details:

●        Client Number

●        Username

●        Password

13     Enter any specific Transaction Type Codes (optional):

●        Shipping

●        Handling

●        Adjustment

14     Click Save on the Configure Service page.

15     Click Back and then click Save on the Tax Settings page.
Vertex

MarketDirect StoreFront enables integration with Vertex through the External Tax Connector. Vertex will calculate the tax based on the details of the order, such as order gross amount, products, and the local tax governing authorities for the shipping origin and destination.

●        You must establish a merchant account with Vertex before you attempt to integrate with MarketDirect StoreFront.

MarketDirect StoreFront Technical Support does not provide support for Vertex. For any problems or questions regarding your Vertex account, you can contact Vertex customer support at https://www.vertexinc.com/support-services/taxamo-customer-support.

All taxation information is collected and monitored in the Vertex web site.

To set up Vertex using the External Tax Connector:

1         Go to Administration > Taxes.

2         Select the Settings tab on the Taxes page.

3         Choose Sales Tax from the Taxation Model drop-down list.

4         Enable tax settings (optional):

●        Allow Buyer Configuration of Tax Exemption in Shopping Cart: Select this option to give buyers the option of designating each line item in the shopping cart as Tax Exempt.

This Tax Exempt check-box will be enabled only under following conditions:

- If the Anonymous user has a tax exemption claim.
- If the Registered User’s Company or Department has a tax exemption claim.
- If the particular product is exempted from tax.

●        Enable Tax Exemption Settings for Companies and Departments (default): When this option is selected, the tax exemption settings in Manage Companies and Manage Departments will be available.

●        Enable Tax Exemption Settings for Anonymous Users: When this option is selected, anonymous users in MarketDirect StoreFront will get a prompt in the Shopping Cart to claim tax exemption.

During order checkout, the anonymous user will be required to login. Once logged in, the tax exemption status of the anonymous user (based on whether s/he clicked and provided details in the Claim Tax Exempt link) will be transferred to the logged in user. The logged in user then gets the same tax exemption status for all orders placed.

When anonymous user claims tax exempt and the order becomes tax free, the operator can override this in the Quote Editor by changing the tax exempt status of the order. The Order Summary Page lets operators view an anonymous user’s tax exemption claim and view the uploaded certificate (PDF).

5         Click the Enable External Tax Integration check-box.

6         Select the Use TaxConnector radio button.

7         Choose Vertex from the Choose a Tax Service drop-down list.

8         Click the Configure Service button to open the Configure Service page.

Tax service credentials (Service Request URL, Account Details, and Transaction Type Codes) will be provided by Vertex.

9         Choose the appropriate Communication Channel from the drop-down list.

The drop-down list defaults to the first eFlow channel found.

10     Enter the appropriate Service Request URL.

11     Choose BOD Message Version 4 from the BOD Message Versions drop-down list.

12     Enter your tax service Account Details:

●        Client Number

●        Username

●        Password

13     Enter any specific Transaction Type Codes (optional):

●        Shipping

●        Handling

●        Adjustment

14     Click Save on the Configure Service page.

15     Click Back and then click Save on the Tax Settings page.
Avalara
MarketDirect StoreFront enables integration with Avalara, which will calculate the tax based on the details of the order, such as order gross amount, products, and the local tax governing authorities for the shipping origin and destination.

●        You must establish a merchant account with Avalara before you attempt to integrate with MarketDirect StoreFront.

MarketDirect StoreFront Technical Support does not provide support for Avalara. For any problems or questions regarding your Avalara account, you can contact Avalara customer support at https://www.avalara.com/for-review-only/en/archive/support.html.

All taxation information is collected and monitored in the Avalara web site.

To set up Avalara using the External Tax Connector:

1         Go to Administration > Taxes.

2         Select the Settings tab on the Taxes page.

3         Choose Sales Tax from the Taxation Model drop-down list.

4         Enable tax settings (optional):

●        Allow Buyer Configuration of Tax Exemption in Shopping Cart: Select this option to give buyers the option of designating each line item in the shopping cart as Tax Exempt.

This Tax Exempt check-box will be enabled only under following conditions:

- If the Anonymous user has a tax exemption claim.
- If the Registered User’s Company or Department has a tax exemption claim.
- If the particular product is exempted from tax.

●        Enable Tax Exemption Settings for Companies and Departments (default): When this option is selected, the tax exemption settings in Manage Companies and Manage Departments will be available.

●        Enable Tax Exemption Settings for Anonymous Users: When this option is selected, anonymous users in MarketDirect StoreFront will get a prompt in the Shopping Cart to claim tax exemption.

During order checkout, the anonymous user will be required to login. Once logged in, the tax exemption status of the anonymous user (based on whether s/he clicked and provided details in the Claim Tax Exempt link) will be transferred to the logged in user. The logged in user then gets the same tax exemption status for all orders placed.

When anonymous user claims tax exempt and the order becomes tax free, the operator can override this in the Quote Editor by changing the tax exempt status of the order. The Order Summary Page lets operators view an anonymous user’s tax exemption claim and view the uploaded certificate (PDF).

5         Click the Enable External Tax Integration check-box.

6         Select the Use Avalara Integration radio button.

7         Choose Specify Account Details from the Specify Account Details Source drop-down list.

The Use Predefined Settings From Parent Organization option is only available for administrators with an entity license. This option allows the entity to use the same settings as the parent entity.

8         Enter your tax service Account Details:

Tax service Account Details will be provided by Avalara.
- Account ID
- License Key
- Item Code (General)
- Item Code (Order Discount)
- Item Code (Order Fee)
- Item Code (Handling)
- Item Code (Shipping)
- Company Code
Administrators can use the Lookup button to choose another company for their Avalara integration.

The administrator must enter the exact Item Code name from Avalara into the correct Item Code field in MarketDirect StoreFront. The Item Code fields in MarketDirect StoreFront are mandatory. For more information on Item Codes, please contact Avalara support.

9 Click Save.

Administrators can test the integration connection on a Production and/or Sandbox site by selecting the appropriate radio button and then clicking the Test Avalara connection button.

The VAT taxation model supports multiple tax rates for buyers in the different countries to which you conduct business. For instance, many European countries have multiple VAT rates. Thus, there might be a general tax rate of 20% and a reduced VAT rate of 6% for products such as books and educational materials.

Follow the steps in this section to configure both basic and advanced VAT settings.

Basic VAT Settings

1. Enable the VAT Taxation Model

1 Go to Administration > Taxes.

After the VAT Taxation Model is enabled, the link on the Administration home page will change from Taxes to VAT.

2 From the Taxation Model pull-down list, select Value Added Tax.

3 Click Save.

4 Click Save again.

2. Define VAT/GST Rates

The next step is to define the VAT/GST rates.

1 Go to Administration > VAT.

2 On the VAT Rates tab, click Create New.

● In the Description text box, specify a descriptive name for the VAT rate.

3 In the VAT Rate(%) text box, specify a rate such as “12.”

4 Click Save.

Enterprise Model If you want to share the VAT settings with other entities, in the Sharing Permissions section, select the Share to all Entities check box if you want to share the VAT rates with all entities, or click Add Entities to specify the entities to which you want to share the VAT rates.

3. Associate a VAT Rate with Print Shop

The next step is to specify the general rate(s) to be applied to products for a Print Shop on the Print Shop page.

1 Go to Administration > Print Shops.

2 On the Print Shops page, open the print shop you want to edit.

3 Scroll down to the Shopping Cart Settings section and choose which Taxation Model to use for the Print Shop

● Select Cross Border VAT Definition: Associates a Cross Border VAT definition with the Print Shop. Cross Border Definitions are described in the advanced setup section in this help topic.

● Fixed Rate: Select a fixed rate to apply to products ordered through this Print Shop.

4 Click Save to save the Print Shop.

4. Associate VAT Rate(s) with Pricing Settings

The next step is to configure VAT for pricing settings.

1 Go to Administration > Pricing.

2 Select the target price sheet.

3 Open the Settings tab.

4 Configure VAT settings:

● Perform VAT Calculations: Check if you want VAT amounts to be shown in the shopping cart or clear the box to prevent VAT amounts from displaying in the shopping cart.

● Perform Shipping Calculation: Check if you want shipping charges to be calculated or clear the box to omit them.

● Charge VAT For Shipping: Specify the VAT rate to use for shipping charges.

Applies only if both VAT and shipping calculations are performed.

● Charge VAT for Handling: Specify the VAT rate to use for handling charges.

● Charge VAT for Postage on Direct Mail jobs: Specify the VAT rate to use for direct mail jobs.

● Charge VAT for Mailing List on Direct Mail jobs: Specify the VAT rate to use for mailing lists on direct mail jobs.

● Charge VAT for Digital Downloads: Specify the VAT rate to use for digital download products.

5 Click Save.

5. Set Up Seller VAT Numbers

The next step is to assign a seller VAT number for the Print Shop. The seller VAT number (associated with the Print Shop) is primarily for invoicing purposes. The number specified here is shown on the Contact Us page, the Order Confirmation page, and in email notifications.

A. Define primary Print Shop VAT number:

1 Go to Administration > Print Shops.

2 On the Print Shops page, open the print shop you want to edit.

3 Scroll down and click Contact Information.

The primary Print Shop VAT number is set on the Contact Information page. You can specify additional VAT numbers in the Configure Print Shop VAT Numbers section of the Print Shop page (described below).

● On the Contact Information form, scroll down to the VAT Number field and enter the primary VAT number for the print shop.

● Click Save.

4 Click Save to save the print shop.

B. Define additional Print Shop VAT numbers (optional):

1 Go to Administration > Print Shops.

2 On the Print Shops page, open the print shop you want to edit.

3 (Optional) Scroll down to the Configure Print Shop VAT Numbers section to configure the VAT numbers for the Print Shop:

● Click View/Manage VAT Numbers.

● On the Configure Print Shop VAT Numbers dialog, click Add New to add more VAT numbers for the Print Shop.

● Select a Country and add the VAT Number.

● Click to save and add another country/number pair.

Note that VAT numbers will be validated before saving. Invalid VAT numbers cannot be added.

● Click Close when you are finished.

4. Click Save to save the Print Shop.

C. Display of VAT numbers on the buyer side

The seller VAT number will be shown on the Contact Us page:

Display of Buyer VAT Numbers

The VAT number will be shown on the My Profile page:

The VAT number will be shown on the Order Confirmation page:

The buyer VAT number shown on the Order Confirmation page is the number the buyer entered at the point of sale.

Notes on VAT numbers

● You can include the VAT number for buyers and sellers in dynamic queries (to the Orders and Contacts root tables) using the Dynamic Query Tool. For more information on the Dynamic Query Tool, see Dynamic Query Tool.

● VAT numbers are not mappable in Variable Data Product (VDP) forms. For more information on variable data products (VDP), see Variable Data Products - VDP.

6. Configure VAT Settings on the Company Page

The next step is to configure VAT settings on the Company page.

1 Go to Administration > Companies.

2 Click the link to open the target company for VAT configuration.

3 Scroll down to the Price Sheet(s) section and configure:

● Subject to VAT: This is the default setting that applies VAT to all buyers associated with the company.

● VAT Number: Select this option if you want to use one number for all products sold through the company. Enter a VAT country code number in the text box.

For member states of the European Union the country code will correspond with the country specified in the Print Shop contact information.

● Validate: Click to validate the number.

● Force VAT Exemption: Select this option if you want all users associated with the company to be exempt from VAT.

Companies with valid VAT numbers will always be charged VAT during checkout.

4 Click Save.

7. Set Up Buyer VAT Numbers

If you want to enable the VAT number to be visible or required (for self-registering buyers) follow these steps:

1 Go to Administration > Site Settings.

2 Open the User Profile Fields tab.

3 Scroll down to the VAT Number row:

● Check the Visible checkbox if you want to allow buyers to opt into providing a VAT number.

● Check the Required checkbox if you want to require self-registering buyers to enter their VAT number as part of their profile.

4 Click Save Changes.

5 Go to Administration > Storefront Customization.

6 Select the target storefront.

7 For SmartStores:

● Click 5: Edit Page Elements & Styles.

● In the VAT SETTINGS section, enable the Allow users to enter VAT number option to allow buyers who self-register on the site to enter their VAT numbers and have them associated with their profile and utilized during the ordering process.

To allow buyer VAT numbers, you must select the Allow users to enter VAT number and set the VAT Number field on Site Settings | User Profile Fields page to Visible.

8 For SmartStore 2.0:

● Click the Settings tab in the Settings area.

● Select VAT Settings and enable the Allow users to enter VAT number option to allow buyers who self-register on the site to enter their VAT numbers and have them associated with their profile and utilized during the ordering process.

9 Click Save.

8. Configure Pricing Display

1 Go to Administration > Storefront Customization.

2 Click the link to open the target SmartStore or SmartStore 2.0.

3 For SmartStores:

● Click 5: Edit Page Elements & Styles.

● Locate the VAT SETTINGS section:

4 For SmartStore 2.0:

● Click the Settings tab in the Settings area.

● Select VAT Settings:

5 Price for anonymous buyers:

● Ask: Select this option to ask anonymous buyers whether to show prices including or excluding VAT in prices.

For example: “Consumer” buyers will likely opt to show prices with VAT whereas “business” buyers will not.

Note that for anonymous (pre-login) buyers, the Print Shop location is used to calculate the VAT rate.

● Include VAT: Select this option to include VAT in pricing shown to buyers.

● Exclude VAT: Select this option to exclude VAT in pricing shown to buyers.

Please note that the VAT will be charged even if you opt not to have it displayed to buyers.

6 Show item level VAT amounts in Shopping Cart: Select this option to show the actual calculated VAT amounts at the item level in the Shopping Cart.

7 Show item level VAT rate name in Shopping Cart: Select this option to show the VAT rate at the item level in the Shopping Cart.

In the case of kits, combined printed and digital deliveries, and cross border split shipments, multiple VAT rate may be shown for one product.

8 Click Save.

9 Go to Administration > VAT.

10 Open the Cross Border VAT Definitions tab.

11 Click to open the appropriate VAT definition.

12 From the Show Price Excluding VAT pull-down list, select whether to show prices without VAT charges if the VAT number matches the country format or never to show prices with VAT charges included.

13 Click Save.

Important By default prices shown to registered buyers will be shown including VAT. Buyers who have provided a valid VAT number or belong to a company with a valid VAT number will be shown prices excluding VAT.

Miscellaneous Information on VAT

● All prices specified in the price sheets are excluding VAT. For more information on price sheets, see Create Price Sheets.

● All promo code amounts are excluding VAT. For more information on promo codes, see Promotional Codes.

● You can include VAT-specific variables in email notifications. For more information on email notifications, see Email Notifications.

Advanced VAT Settings

Optional: Specify Product Level Rates

These product-level VAT settings should be considered as overrides to VAT rates set at the Print Shop level. For example, a common use case would cover cases in which certain products (such as educational materials) are subject to a lower VAT rate.

1 Go to Administration > Products.

2 On the Manage Products page, double-click the name of the product to edit.

3 On the Information | Settings page:

● In the Shipping Charges section, check the Exempt Shipping Charges check box if you want to exempt shipping charges.

● In the VAT section, scroll down to the Shopping Cart Settings section and choose which Taxation Model to use for the print shop.

● Use Print Shop Setting: Select this option to use the VAT settings in use at the Print Shop level.

For more information on VAT settings at the Print Shop level (i.e., on the Print Shop) page, see Taxation Model at Print Shop Level.

● Select Cross Border VAT Definition: Associate a cross border VAT definition (i.e., VAT tax sheet) with the product.

● Fixed Rate: Select a fixed rate to apply to the product.

4 Click Save.

Define Cross Border VAT Definitions

Cross Border definitions accommodate the need to have different VAT rates for different countries (i.e., cross border VAT). Within the European Union the VAT number is validated against the European Commission Web Service. For other countries the VAT number can be validated against a regular expression set at the countries level. You can define cross border VAT definitions that let you define rates based on the country to which a product is shipped at the Print Shop, product, or delivery method level.

For digital download products, the VAT rate will always be based on the country specified in the buyer's profile.

1 Go to Administration > VAT.

2 Open the Cross Border VAT Definitions tab.

3 Click Add New.

4 Specify a Name and Description for your new cross border definition.

5 Click Save and Configure.

6 The Default check box is a read-only field that displays the name of your default cross border definition.

7 The Locked check box is a read-only field.

8 In the Sharing Permissions section, you can opt to share the cross border definition with all entities, or click Add Entities to select the entities to which you want to share it.

9 Define the VAT rates for each country governed by the cross border definition:

● From the Default VAT Rate pull-down list, select the desired rate from the available rates for standard products.

● From the VAT Rate for Digital Downloads pull-down list, select the desired rate from the available rates for digital download products.

● From the Show Price Excluding VAT pull-down list, select whether to show prices without VAT charges if the VAT number matches the country format or never to show prices with VAT charges included.

10 Click Save.

Specify the Cross Border VAT definition for Shipping (Delivery Methods)

You can specify the VAT rate sheet to use for shipping on the Delivery Methods page.

1 Go to Administration > Delivery Methods.

2 On the Delivery Methods page, click to edit a delivery method.

3 From the Select Cross Border VAT definition pull-down list, select the Cross Border VAT definition to use for the delivery method.

4 Click Save.

Specify VAT Number Patterns for Non-European Union Member Countries

Within the European Union the VAT numbers are validated against the European Commission Web Service. For countries that are not members of the European Union, the VAT number can be validated against a regular expression set at the country level. You can set the regular expression for the VAT number in various countries on the Countries page.

1 Go to Administration > Countries.

2 In the table, locate the country.

3 Click Edit.

4 In the text entry box in the VAT Number Pattern column, enter the regular expression for the VAT number.

For help determining the VAT number pattern for a particular company, please consult a competent financial advisor. MarketDirect StoreFront support team cannot assist you with tax advice.

Please note that you will not be able to modify the VAT number pattern for European Union member states.

5 Click Update.

Tax Settings

Overview of Tax Models in MarketDirect StoreFront

What would you like to do?

Use Sales Tax Model

Built-in Sales Tax Model

External Tax Integration:

CCH SureTax

Thomson Reuters OneSource

Vertex

Avalara

Use VAT Taxation Model

Basic VAT Settings

1. Enable the VAT Taxation Model

2. Define VAT/GST Rates

3. Associate a VAT Rate with Print Shop

4. Associate VAT Rate(s) with Pricing Settings

5. Set Up Seller VAT Numbers

A. Define primary Print Shop VAT number:

B. Define additional Print Shop VAT numbers (optional):

C. Display of VAT numbers on the buyer side

6. Configure VAT Settings on the Company Page

7. Set Up Buyer VAT Numbers

8. Configure Pricing Display

Miscellaneous Information on VAT

Advanced VAT Settings

Optional: Specify Product Level Rates

Define Cross Border VAT Definitions

Specify VAT Number Patterns for Non-European Union Member Countries

See Also