coreFORCE provides two ways to calculate tax for an order. We provide integration with a third party service called TaxJar as well as internal tax calculations in coreFORCE.
To set up TaxJar, go to Orders > Setup, and select the TaxJar tab. You will see a link to set up an account on TaxJar and enter your API key in coreFORCE. Once this is done, orders will be sent to TaxJar for tax calculations. The default will be the normal retail sales tax rate for the customer's shipping address. For products that should have a different tax rate, you will need to enter the Product Tax Code in Product Categories or Products so that TaxJar will know what type of product this is. TaxJar will automatically calculate the correct tax rate based on the product tax code. For example, training and events registration may be put into the Product Tax Code "General Services" or "Professional Services" so that the taxes will be calculated correctly.
if you are using Taxjar, Product Tax Code is the ONLY field in coreFORCE that will be used when calculating tax. Product-specific tax rates, "Not taxable" and state and postal code tax rates will be ignored.
Standard Tax Calculations
If you are not using TaxJar, coreFORCE will calculate the tax for the order based on a variety of factors. Tax rates need to be set up in Tax Rates, State Tax Rates, and/or Postal Code Tax Rates. Tax rates can be assigned to a product, or products can be marked "Not taxable".
The tax calculation is:
- Does the customer have anything for tax exempt ID? If so, no tax.
- Does the customer have something in a custom field called tax_rate? If so, use that.
- Is it a pickup order? If so, use the store location to find tax rate based on postal code first then state.
- Is it an FFL order? If so, use the FFL location to find tax rate based on postal code first then state.
- Did the customer specify a shipping address? If so, use that to find tax rate based on postal code and then state.
- Does the customer have an address in contacts? If so, use that to find tax rate based on postal code and then state.
- If all of the above fail, tax rate is 0.
the Customer's billing address (if different from the shipping address and the contact's primary address) is NOT used for tax calculations.
Each individual product in the cart can also be flagged not taxable or have a different tax rate set at the product level.
If after reviewing the information above you are still unable to figure out why an order was charged the incorrect tax amount, submit a ticket to the Coreware Help Desk and we will assist you further.