Tax¶
Jumpmind Commerce has a tax engine, not a tax maintenance utility. All of our retailers use a third party (Vertex, TaxWare or Avalara) to maintain tax rules by location and product tax group. These vendors handle origin vs destination based tax rules, rates by product category, brackets, etc. This tax data is ingested into the JMC tax engine for on-line and offline tax execution for a basket. Some of our clients also have roaming services (mobile vans), etc. where tax is calculated based on the geo-location of the mobile unit / van at transaction time. The JMC tax engine also supports international tax scenarios including VAT, GST, HST, etc. JMC calculates taxes across the U.S., Canada, Mexico, UK and other.
Concepts¶
- Tax engine supports carrying values to six places to determine rounding.
- System supports rounding calculation after line item totaling based on the extended amounts (including discounts).
- System supports rounding after subtotaling by tax rates to ensure the total due is rounded correctly.
- System supports effective dates for tax rates.
- System supports tax-free days.
- System supports tax-exempt items.
- Calculates the correct line level tax calculations where cart level discounts have to be applied across multiple product types.
- System supports the application of multiple tax jurisdictions - in store purchase as well as any items shipped to home in another tax location.
- Tax is recalculated if an order is moved between stores with different tax jurisdictions.
- Supports tax exempt transactions and does record customer tax ID of tax exempt status.
- System supports taxation from overlapping jurisdictions.
- System supports multi-level taxation.
- System can provide complete reporting for each tax type - amount totals, date and period.
- Rounding of all posted tax can be rounded to two decimal places.
- Supports tax only transactions - with Tax Override function.
- Both taxed and tax exempt items can be sold in the same transaction.
Categories¶
State sales tax rate
Local level tax rate (city, county, etc.)
VAT (Value Added Tax)
Receipt Summary¶
The Commerce receipt will break out each tax being charged with the rate and amount for each. (ADD IMAGE)
Configuration Options¶
| Action | Field | Option |
|---|---|---|
| Index into which category of data to use | categoryToUse | businessunit |
| By Location Enabled | byLocationEnabled | True/False |
| Collapse group ID | collapseGroupIds | True/False |
| Combine the rates | combineRates | True/False |
| When returning tax line items by authority, round the values for the currency | roundTaxLineItemAmounts | True/False |
| Add a penny to exchanging the same item if the total sale is -0.01 due to tax rounding | addPennyToExchangeEnabled | True/False |
| New customer model should be created if there is no existing customer for the searched tax exempt certificate | autoGenerateTaxExemptCustomer | True/False |
| Expression to validate a tax exempt certificate | taxExemptCertificateValidationExpression | ([a-zA-Z0-9-_]){1,15} |
| Customize how taxes are aggregated on receipts | taxAggregator | defaultTaxGroupRuleAggregator |
| Item tax is visible | isVisible | True/False |