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v:2.0:taxes [2022/12/06 22:14] – [Custom Tax Endpoint] foxybrettv:2.0:taxes [2024/04/12 17:03] (current) – [Using 3rd Party Tax Integrations: Important Notes] foxybrett
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 Note that **no validation on the number is performed**.  Note that **no validation on the number is performed**. 
  
 +
 +==== Tax-Inclusive Pricing ====
 +
 +For users in countries where tax-inclusive pricing is common, Foxy allows tax-inclusive pricing. This can get a little more complicated than you might anticipate, so please test this functionality (particularly if you're using coupons and discounts) to ensure thing function as expected for your region.
 +
 +Foxy's tax-inclusive functionality is largely a //display-only// change, and is set (inclusive or exclusive) on the [[./template_sets|template set]]. (As such, you cannot display both tax-inclusive and tax-exclusive in the same cart.) The ''price'' value of your products will always be the tax-//exclusive// value.
 +
 +This is easiest to communicate by way of example. Assume an $83.33 product and a 20% tax. In both cases, the item should be ''price=83.33''. (Note that there may be situations where, due to rounding, you may need to specify a more accurate price, such as ''price=83.3333''. Foxy can handle that specificity to fix rounding issues.)
 +
 +  - In a tax-exclusive cart, the item will be displayed as $83.33, the tax will be $16.67, and the order total will be $100.
 +  - In a tax-inclusive cart, the item will be displayed as $100, the tax will be $16.67 (and will show an "inclusive" note in the heading), and the order total will still be $100.
 +
 +In that sense, this can be considered a "display only" change. All other aspects of Foxy's tax functionality remain effectively unchanged. For example, a tax-exempt customer will pay the ''price'' value of the item(s) in the cart, and it will look identical to how it'd look for a tax-exclusive cart.
 +
 +Please also review the [[./coupons_and_discounts|coupon and discount documentation]] if you're doing tax-inclusive pricing with coupons or discounts, as that has some possibilities that each individual merchant (and/or their accountants) will want to review.
  
  
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 ==== Using 3rd Party Tax Integrations: Important Notes ==== ==== Using 3rd Party Tax Integrations: Important Notes ====
-The following notes apply for AvaTax, TaxJar, OneSource Indirect, and any other 3rd party tax integrations that may be added to Foxy.+The following notes apply for AvaTax, TaxJar, OneSource Indirect, and any other 3rd party tax integrations that may be added to Foxy. The custom tax endpoint has similar considerations. 
 + 
 +tl;dr: 
 + 
 +  * You should only have 1 approach to taxes for your store. You should not mix an external tax provider (TaxJar, AvaTax, OneSource Indirect, custom tax endpoint) with flat rates or the built-in automatic rates. 
 +  * Only set a 3rd-party tax integration at the country level. Details below. 
 +  * You should approach the tax integration as though all products will be sent to your tax service, all the time. If you have product categories that are not taxed, you must map that category in Foxy to an untaxed product type in your tax provider. 
 + 
 +Basically, you should consider the tax provider to be the authority, and Foxy will do everything it can to ensure that system has all transaction data.
  
 === Tax Services Override Other Rates Within a Country === === Tax Services Override Other Rates Within a Country ===
 +
 If your store is configured with an AvaTax, TaxJar, or OneSource Indirect tax rate for a specific country, that provider will //always// be the authority for transactions in that country, even if the tax configuration in Foxy doesn't specify using that provider for a specific region (state, province, country, etc.). This ensures that the correct tax is charged //even if// you forgot to update your Foxy settings to match your AvaTax settings. If your store is configured with an AvaTax, TaxJar, or OneSource Indirect tax rate for a specific country, that provider will //always// be the authority for transactions in that country, even if the tax configuration in Foxy doesn't specify using that provider for a specific region (state, province, country, etc.). This ensures that the correct tax is charged //even if// you forgot to update your Foxy settings to match your AvaTax settings.
  
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 ==== Avalara AvaTax 15 Automatic Tax Rates ==== ==== Avalara AvaTax 15 Automatic Tax Rates ====
 If you have an Avalara account, you can add your credentials to the integrations page as shown (Here, the ''service url:'' is for a sandbox environment. If you're using an Avalara production account, you should use https://avatax.avalara.net) : If you have an Avalara account, you can add your credentials to the integrations page as shown (Here, the ''service url:'' is for a sandbox environment. If you're using an Avalara production account, you should use https://avatax.avalara.net) :
-{{ :v:2.0:avalara_integrations.png?direct |Avalara AvaTax 15 Native Integration }}+{{ :v:2.0:avalara_integrations.png?500 |Avalara AvaTax 15 Native Integration }}
  
 **Important Notes** **Important Notes**
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 <wrap tip>Please see the "Possible Mismatch between Displayed & Charged Taxes" section above.</wrap> <wrap tip>Please see the "Possible Mismatch between Displayed & Charged Taxes" section above.</wrap>
  
-Once your native Avalara integration is configured, you can select it as a service provider when configuring a tax: +Once your native Avalara integration is configured, you can select it as a service provider when configuring a tax.
- +
-{{ :v:2.0:tax_avalara.png?direct |Avalara Tax Service Provider }}+
  
 **Address Validation** **Address Validation**
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   * ''tax/void'': Identical to ''tax/refund'', but sent when a payment is voided. (For accounting or reporting purposes, this may necessitate different handling on your end.)   * ''tax/void'': Identical to ''tax/refund'', but sent when a payment is voided. (For accounting or reporting purposes, this may necessitate different handling on your end.)
   * ''tax/update'': Similar to ''tax/report'', but sent when a //partial// refund is issued.    * ''tax/update'': Similar to ''tax/report'', but sent when a //partial// refund is issued. 
 +
 +There is a separate header to indicate the trigger for the event. Currently we only have one trigger:
 +  * ''checkout/submit'': This accompanies a ''tax/calculate'' event, and will //only// be present if the customer has clicked the button to submit their checkout. In other words, this header is //not// when the cart changes, or when the checkout updates with the customer's address. It happens right before the [[./pre_payment_webhook|pre-payment webhook]].
  
 === Starter Code === === Starter Code ===
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 Please see the [[#using_3rd_party_tax_integrationsimportant_notes|"Using 3rd Party Tax Integrations: Important Notes" section above.]] Please see the [[#using_3rd_party_tax_integrationsimportant_notes|"Using 3rd Party Tax Integrations: Important Notes" section above.]]
  
-==== Tax-Inclusive Pricing ==== +
-While there are currently workarounds to get tax-inclusive products, [[http://requests.foxycart.com/forums/4162-general-requests/suggestions/149236-tax-inclusive-prices-tax-rates|vote for native tax-inclusive pricing support]] if that'd benefit you.+
  
 ==== Cumulative Taxes ==== ==== Cumulative Taxes ====
-Though cumulative taxes can almost always be supported (with FoxyCart's current functionality) with just a little bit of basic algebra, please [[http://requests.foxycart.com/forums/4162-general-requests/suggestions/201650-cumulative-taxes|vote for native cumulative tax functionality]] if that'd benefit you.+Though cumulative taxes can almost always be supported (with FoxyCart's current functionality) with just a little bit of basic algebra, please contact us if this is of interest to you.

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