Creating tax categories

Use Management Center Tools to create new tax categories. You can create unlimited number of tax categories.

Procedure

  1. Open Management Center tools.
  2. From the hamburger menu, click Tax > Tax Categories. The Tax Categories page opens for the selected store.
  3. HCL Commerce Version 9.1.16.0 or later Open Management Center tools and from the left navigation menu, click Business tools > Store Management > Tax Categories.
  4. HCL Commerce EnterpriseFrom the Store filter, select the store.
  5. Click New. New tax category page opens.
    1. In the Details field, select Tax type. Each category must be either a sales tax or a shipping tax type. Sales tax is charged on the total amount of the order. Shipping tax is charged on the shipping charges for the total order.
    2. Enter the Name of the tax category. Be careful when you choose the name of your tax category. You can remove the category if it is not assigned to any product, but you cannot change the name of the tax category.
    3. Select Include tax as display price if you want to include the tax amount in the price that is displayed for the product. If you do not select this option, the tax amount is displayed separately. Click Next.
    4. From Display names field, select the Language. Type the name for the tax category in the Display name field that you want to display to the customers, in the language you selected. The selected name and language gets displayed on the Display Names field. Click Next after entering a language and display name.
      Note: Display names is an optional field.
    5. From Define tax Codes field, enter Tax code to this tax category. You can also apply a tax code for product groupings. For example, all sales taxes applicable to groceries could be grouped under a single tax code called groceries. Then, you could assign the groceries tax code to each grocery product. The selected tax code gets listed in Defined tax codes field.
    6. Click Next, to Define tax rates.
    7. To define specific tax rates for this new tax category, click New.
      Note: Specify all rates as a percentage value, and not a flat rate.
      1. Select Fulfillment center, from the list of available centers.
      2. Enter the name of the Jurisdiction, from the list of available jurisdictions.
      3. Enter Tax rate, for the above mentioned fulfillment center and jurisdiction.
    8. Click Save. The defined tax rate is displayed for the new tax category.
    9. Click Finish. The new tax category will be displayed on the Tax Categories list for the selected store.
  6. Repeat step 4 to add more tax categories.