Magento 2 - Setup Tax Rates, Zones, Rules Tutorial

[@cubicleninjah594]

I'm glad I subscribe to your channel, very helpful video tutorial, Very informative.. Thank you so much...

[@Astralwebincloves]

your welcome!

[@stm428]

hi, you mentioned that you would make a video on how to setup VAT rules and rates. I see that this video is a year old, but did you ever create that video?

[@jgeorge9637]

Hi, I am trying to set vat exemption for certain postcode. I have followed your tutorial but on my local i am still getting the same actual price no vat exemption have added in. Could you help me with this?

[@Astralwebincloves]

a little hard to know without more information. can you provide more about the settings you made? also, do your products (in settings) include or exclude tax?

[@jgeorge9637]

@@Astralwebincloves yes sure, So i have done the following Step 1 -> Tax Zones and Rates Gave a name for Tax Identifier = New test zip/post Code * = 23030 state = greyed out country = italy rate percent = 0 Step 2->Tax Rules Name - Test for VAT Tax Rate = New test (Which was set in tax Zone and rate) Customer Tax Class - retail customer Product Tax Class - taxable goods Priority - 0 sort order - 0 Step 3 customer group so i have General = Retail customer (Customer Tax Class from step 2) Step 4 store->config->sales->tax (picked my store in this case Italy) tax classes = taxable good

[@measurementsolutionsinc.3203]

How do you handle county tax or "special" taxes like stadium tax? It appears that everything is based off zip code - I cannot confirm that every zip code fits neatly into a county, ut is Wisconsin there is a State sales tax, there could be a county tax, and if you are real lucky there could also be a statum or special tax by county. If a zip code somehow covers 2 counties the zip code method wouldn't work

[@Astralwebincloves]

Most projects in USA use a 3rd party to calculate exact taxes (including state, county, city) etc. We use Avalara but there are others in market. As far as other speciality taxes that may not be standard you would have to add additional coding or setup in order to achieve. If you can explain more about stadium tax, i will be happy to try to recommend a solution.

[@tracitate4737]

What is the link to the VAT video?

[@specialitycasesmarketing6849]

Hi, how would I go about setting us Tax Exempt rule for customers so they are not charged tax?

[@Astralwebincloves]

quick steps: create tax rule with 0 percent, ensure that you have a new "customer" tax class and then ensure that you customer is inside the specific customer group that is associated with it

[@specialitycasesmarketing6849]

Thank you for your reply. We don't have specific customers to add to a customer group. We just want a customer to enter their tax exempt number (does not have to be verified) OR select "Tax Exempt" as an option and not be charged any tax for CA and MD states. Is this possible?

[@Astralwebincloves]

by default magento this is not possible. you would have to code an extension to support this method.

[@specialitycasesmarketing6849]

Ok, thanks so much.

[@ekoiphonefixed2381]

Hello I have a question about the taxes? I sell products with taxes including on the front of the storeview. But on the checkout payment I would like to split the basis and the taxes on the checkout. But when i want to checkout it do not always want to split the basic amount and the taxes (21%). like example 100 € taxes included (front vieuw shop) and on the checkout is the basis price = 82.644 € and taxes 21% = 17.35€ = total = 100 €. My problem is that every time he always recalculates 21% taxes on the checkout and count 121€ instead of 100€ (checkout). I use Magento 2 vesion 2.1.16. In de product catalog every product pice is taxes including. Thanks for your reply and your hulp, regards Yang

[@Astralwebincloves]

Visit magento backend -> Store -> Configuration -> Sales -> Taxes. Then go to settings to change to "Excluding taxes". note that there are many settings for this (display on cart, in emails, in checkout, etc). Make sure to think about how you want to display on all possible pages and areas.

[@nicv2230]

Very helpful, does not miss a single step.

[@Astralwebincloves]

:)

[@blackcatwoo6183]

Thank you, you made my day!

[@Astralwebincloves]

thank you for watching our videos. you made my day. thanks for the comment!

[@Lebensbewusstsein]

VERY helpfull - Thank you!!!

[@Astralwebincloves]

your welcome!

[@lamray680]

Hi there, Really helpful tips. I hope you can help us. We have some very specific tax rate for our store. Would like to know how you would set this up in Magento 2. All tax applied by item and only trigger the tax after all discount being applied. So we will never give out order amount discount coupon. Will always be % off for this reason. Fashion goods 1. By item and after % discount applied, if any. Item equal or below $2000 - 11.9% tax 2. By item and after % discount applied, if any. Item above $2000 - 30% tax Home goods 3. By item and after % discount applied, if any. Item equal or below $2000 - 15% tax 4. By item and after % discount applied, if any. Item above $2000 - 30% tax Thank you

[@Enderwiggan1]

Well described, comprehensive, helpful video - thank you

[@Astralwebincloves]

:)

[@aminco007]

Very helpful and well explained...Thanks

[@Astralwebincloves]

:)

[@jgeorge9637]

Any help?

[@inailsupplyllc]

Hi, how would you set up for "OUT OF STATE" customers, we do not charge tax for those customers.

[@Astralwebincloves]

you would be only setting up rates for the specific states that you charge tax for. all rest are not setup.