[SOLVED] Taxes Help!

I have spent the day trying to configure the tax rules, and what makes sense to me doesn't produce the correct results.

Item cost: $230 - varies by item
Non-taxable portion: $75 - varies by item

Federal tax: 5% - fixed for all sales
Provincial tax: 8% - varies by province

I've tried so many combos, ready to delete all and start over, but stuck how to proceed.

Thanks,
Ed

I have been able to configure the provinces, and federal zone issue, so my question comes down to this.

Is it possible to configure the taxes to be calculated on a portion of the total, specifically:

Item cost: $230 (variable on item)
Non-taxable portion: $75

Tax Rate: 13%

So you want to tax the amount minus $75? Using your example $230 you only want to tax $155, is that correct? or are you wanting to exclude items in a basket (so multiple plans purchased at once) from being taxed? Please provide a screenshot of a basket with your current tax rates as well so we can better understand your configuration.

Yes, in this example I wanted to tax the $155 only.

The reason I didn't use a fixed amount, was that there is a $30 initiation fee, so while the first payment was based on $230 total, the ongoing fee becomes $200 of which only $125 is taxable.

I'm wondering if it would be better to require 2-consecutive subscriptions, 1 for the taxables and 1 for the non-taxables, with the $30 initiation fee being added to the first-period price for the taxable.

Ok, it sounds like you have 2 separate plans in the basket. 1 plan should be taxed and 1 should not. That's doable. The below should work.

1. Create a new Tax Rule with "Default Tax Rule for plans" set to "No"
2. Create a new Tax Rate in the Tax Rule created in step 1 (use whatever tax settings you need here)
3. Edit the taxable plans and select your new Tax Rate created in step 2 in "Tax rule to apply" under the Tax tab

Believe that should do what you're wanting.

Thanks, Kyle!

Yes, I ended up breaking the items into 2-parts, one with tax, one without. As the one without tax was common across all items, I used this as the main item, made all the rest child items, and required that the main item be selected with any child.

Everything seems to be working as required.

Ed