diff --git a/guides/source/users/settings/overview.html.md b/guides/source/users/settings/overview.html.md new file mode 100644 index 00000000000..895d34dd43e --- /dev/null +++ b/guides/source/users/settings/overview.html.md @@ -0,0 +1,10 @@ +# Overview + + + +## Taxes + +With Solidus, you can create tax rates and tax categories that correspond with +each item in your store and each location that you ship to. diff --git a/guides/source/users/settings/taxes.html.md b/guides/source/users/settings/taxes.html.md new file mode 100644 index 00000000000..fd5c5111774 --- /dev/null +++ b/guides/source/users/settings/taxes.html.md @@ -0,0 +1,89 @@ +# Taxes + +When you go to the **Settings -> Taxes** page of the Solidus admin interface, +you can set up [tax categories](#tax-categories) and [tax rates](#tax-rates) +that help you tax customers according to the taxation laws in your region(s). + +*Before you set up taxes in your store, you should set up [zones][zones], which +are locations that your store manages regarding shipping and taxes.* + +## Tax categories + +Each of your [products][products] has a **Tax Category** field. This allows you +to charge different tax rates for products, which you may need to do in order to +comply with your regional laws. + +For example, if you have a stock location in California, any clothing you ship +within the state should be taxed. But any candy that you sell is tax exempt. You +may want to create a "Candy" tax category to handle your candy products that are +exempt from tax. + +[products]: ../products/overview.html + +### Tax category fields + +When you create or edit a tax category, it uses the following settings: + +- **Name**: The name for your tax category. +- **Tax Code**: An optional tax code that describes your tax category. +- **Default**: A checkbox that sets whether the current tax category should be + used as the default tax category for new products. +- **Description**: An optional long description for your tax category. + +## Tax rates + +You can create tax rates that should be used for orders from [different states +or countries][zones], as well as for each of your tax categories. If your stores +have more complicated tax requirements, your tax rates can perform more complex +functions: + +- You can create tax rates that calculate using sales tax (U.S.-style taxes) or + value-added taxes ([VAT][vat], or E.U.-style taxes). Sales tax is applied on + top of the price of each item, where as VAT is included in the price of each + item. +- You can show or hide tax rates in customer invoices. +- You can create tax rates that are valid from a specific date. +- You can change the **Base Calculator** to [a custom tax + calculator](#tax-calculators). + +[vat]: https://en.wikipedia.org/wiki/Value-added_tax +[zones]: zones.html + +### Create a tax rate + +You can create a new tax rate in just a few steps: + +1. Go to the **Settings -> Taxes** page of the Solidus admin interface. +2. Go to the **Tax Rates** page. +3. Select the **New Tax Rate** button. +4. Fill in the information for your new tax rate. See [Tax rate + fields](#tax-rate-fields) for more information. +5. Select the **Create** button to save the new tax rate. + +### Tax rate fields + +When you add or edit a tax rate, the following settings are available: + +- **Name**: The name for the tax rate. By default, customers can see the name of + the tax rate during checkout. +- **Rate**: The tax rate as a decimal. For example, `0.05` would become a 5% tax + rate. +- **Included in Price**: Sets whether the tax should be calculated as already + included in price of items ([value-added tax][vat]) or should be calculated + as sales tax on top of the price of items. +- **Zone**: The [zone][zones] where this tax rate applies. +- **Tax Category**: The [tax category](#tax-categories) that this tax rate + should apply to. +- **Validity Period**: The start and end dates that this tax rate is valid to. +- **Base Calculator**: The tax calculator that should be used to calculate + taxes. For more information, see [Tax calculators](#tax-calculators) below. + +## Tax calculators + +By default, Solidus includes a single tax calculator called **Default Tax**. +This calculator is suitable to calculate taxes for typical ecommerce +transactions around the world. + +If your business has complicated tax requirements, you may want to have your +development team create a tax calculator that is suited specifically to your +store. diff --git a/guides/source/users/settings/zones.html.md b/guides/source/users/settings/zones.html.md new file mode 100644 index 00000000000..21d9b3245ce --- /dev/null +++ b/guides/source/users/settings/zones.html.md @@ -0,0 +1,3 @@ +# Zones + +Solidus manages locations using a concept called **Zones**.