Tax Regions in Lead Commerce are used to calculate and collect sales tax when orders are placed either through the checkout of the storefront or through the back office by creating an order from scratch. You should collect taxes for each state you ship from and to in accordance to their tax laws. This could be origin or destination based sales tax or even sales tax on the shipping total.
Tax regions are broken down into the following sections:
Details:
| Region | This is the region that you want to charge sales tax in. This field will dynamically update the State drop down menu. |
| Status | This is the status of the tax region. The status can be Active, Inactive and Archived. |
| State | This is the State that has been selected. This dynamically changes based on the Region. |
| Default Tax Rate | This is the tax rate that will be applied when a customer's billing state matches this Tax Region. |
| Sales Tax Based On | This determines if the tax is based on the Origin (Warehouse) or Destination (Shipment). Most states are destination based but some states such as California are origin based. |
| Charge Tax On Shipping | This flag will enable tax for shipping total. This tax rate is based on the default tax rate. Most US States do not tax on shipping. |
Zip Codes:
| Zip Code | This is the numeric zip code of this Tax Regions state. |
| Status | This is the current status of this Zip Code. |
| Tax Rate | This is the rate that will be applied when the Zip Code matches the customer's billing zip code. |
Zip Codes are useful if you have to establish different tax rates based on the customer's billing zip code.
File Upload Section:
| File Upload | This section displays all files that have been associated to this category. |
| Upload Files Button | This button is used to upload one or multiple files to the category from your computer. |
| Row level Colorbox | If you click on each file that has been uploaded it will open a dialogue window to allow you to make changes to the file name, to display the file in the customer portal and view the full path URL. |
| File Name | The name of the file |
| File URL | The full path URL of the file. |
History Section:
| User | This column indicates which user made the change to this Category. |
| Action | This column indicates what was done. |
| Modified On | This column indicates when the change occurred. |
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