Problem with Canadian Taxes!

[mojtabam]

Hi,

 

I am using prestashop 1.5.4.1 upgraded from 1.5.3 on a live server.

 

The problem is that the shop by default shows the 5% percent tax added to all the products and when checking out depending on the address of the customer modify the tax.

 

Does anybody know how can I fix this problem?

Should I modify the taxes?

 

Please kindly let me know what should I do?

 

Best Regards,

Mojtaba

[mojtabam]

+1

[Bill Dalton]

Hi mojtabam, here is another great tax resource for you to read,

http://www.inmotionhosting.com/support/edu/prestashop-15/prices-and-taxes/tax-and-tax-rules

[mojtabam]

Hi Bill,

 

Thank you very much for sharing the link.

The price which I have set to the products is shown as base price and the final price is the one with 5% tax on all the products.

The shop is now showing the final prices by default. Do you know what should I do to show the base prices in the shop by default?

 

Thank you very much,

Mojtaba

[Bill Dalton]

You will need to first set up the taxes you wish to charge. You then need to create a tax rule for each tax. You then need to apply the tax to each product.

 

If your cart is currently using taxes and tax rules that you don't wish to use, you'll have to create the rules you want and assign them to your products.

[Bill Dalton]

I made you an example.

 

First I created some taxes.

 

[Bill Dalton]

Then I made a tax rule. I named it Canada, but you can call it whatever you like. As part of the rule I made a condition for Canada without a state and set that to no tax.

 

I did it that way because I don't want tax applied until the customer enters a state/Province.

 

I then added more conditions to the Canada Tax rule, so that the correct tax is used for each Province.

 

 

I now need to apply this tax rule "Canada" to each of my products.

[mojtabam]

Thank you very much for your help.

I will delete the current tax rule and I will set up a new one.

[Bill Dalton]

If you already have a tax rule applied to your products, you can just edit the existing rule. That way you don't need to go to each product and add a new rule.

[mojtabam]

Thank you very much Bill Dalton, my problem is solved.

I really appreciate your help.

[contrastweb]

When you were creating these individual tax rules, how did you apply it to a specific state?

[Bill Dalton]

Localization  > Tax Rules

 

Create a new tax rule and save it.

 

Click/choose the new rule and now ckick on "Add a new tax rule".

Choose a country, and then choose the state or states.

 

Let me know if you need more help.

[contrastweb]

Hey Bill,

Thanks for the reply. I don't have the option to select a state when adding a new tax rule. I'm running 1.5.4.1. Should I change the configuration somewhere?

Cheers,

Mike

[Bill Dalton]

You can't choose the state until you choose the country.

 

Localization  Tax Rules

 

1. Click the Add New Button

2. Give It a Name, no need to enable it at this point.

3. Click on Save and Stay button

4. Now click on the "Add a new tax rule" button

5. Choose a country - this will then show all the state for that country.

6,.Choose your states.

Edited October 5, 2013 by Bill Dalton (see edit history)

[contrastweb]

I don't have the option for a state once I select the country in step #5. Look at my screenshot: https://dl.dropboxusercontent.com/u/5723077/Screen%20Shot%202013-10-05%20at%201.58.30%20AM.png

[contrastweb]

I figured it out, Prestashop is having issues with their ajax, you need to click on the country dropdown, click another country, then reselect canada for the states to appear.

[Bill Dalton]

You may also need to create a Canada Zone

 

Localization  > Zones

 

If you create a Zone called Canada, you may then go to 

 

Localization  > States

 

Assign all Canadian Provinces and Territories to the "Canada" Zone. 

 

This lets you set up separate Shipping  > Carriers more easily.

 

Good Luck.

[ekiz]

Hi Bill,

 

I have followed your previous settings when i was using the lower version of presta and it work well. 

Now im trying to use a 1.5.5 version and testing it out. one problem that made me stuck is attached in the image,

 

think same problem is experience by thread #15 re state declaration.  Please tell me what i can do next .do i need to cut and paste from an old presta site to get these values ???

 

Thanks

Edited October 6, 2013 by ekiz (see edit history)

[Bill Dalton]

ekiz, not sure I understand what the problem is. Prestashop already has all US states and Canadian Provinces created. Are you missing some? If so the ISO codes for North American locations are just the 2 letter abbreviation. 

 

For example the ISO for Nova Scotia = NS

 

If the state or province is already in the list, (they could be on the 2nd page), you just need to edit.

[ekiz]

Hi Bill,

 

In the previous version of presta 1.5.4  i can see a a pull down select option to specify states  and indicate the % for each of them. (this is in reference to your posting on june 7 solution which really works well ).   As for the 1.5.5 i cant seem to find the state list and there is no pulldown select options to choose from.  Will still try to go over and look using your current suggestions.

 

Thanks.

[skibbi]

Bill Dalton... Your a real Canadian Hero!!!  

 

However this method is not inserting the tax into the cart at all.  I have setup this exactly as you have shown above.

 

 

 

Total (tax excl.) line in the cart shows nothing!!!

 

 

 

+1

Edited November 7, 2013 by skibbi (see edit history)

[glozinski]

Bill Since you are going to be the candian [spam-filter] on this and other issues in Canada may I ask a question about the above.  I have set up taxes for all the provinces and territories.  What I want is to have the item display as a net value and then when added to the cart the appropriate tax based on where they lived would be calculated in the shopping cart and not displayed throughout the website.  Is this doable?  Also where does one remove "remove special offers from our partners" in the shopping cart?  Thank you in advance.  Taxes and Shipping seems to be the biggest issue.  May I also take this opportunity to state is there anyway possible to not have free shipping and no freight calculation at all throughout prestashop?  Thank you so much in advance. Just to let you know that I am using 1.5.6.1 version

Edited December 14, 2013 by glozinski (see edit history)

[Bill Dalton]

I seem to have missed a couple of people in this thread, very sorry.

 

glozinski, this does depend on how you have configured your shop so far.

 

I'm going to assume you have clicked on Localization and have set your default country to Canada and the currency to Canadian. If you have not yet created a CAD currency, you do that at Localization >  Currencies, the ISO code is 124

 

Localization  > Taxes and you created a GST and several HST and have set the rates.

 

Then in Localization  > Tax Rules you created a tax rule called Canada and within the Canada rule you added each province and territories with behavior set to "this tax only" and applied the taxes you created above.

 

If that is what you have setup please go to,

 

Localization >  Countries >  Click on Canada

 

On the Edit Screen make sure Canada is set as default. Scroll down to Display tax label (e.g. "Tax incl.") set it to off.

-----------------

 

The special offers is part of your template and you may need to edit code. It is easy enough to do but it depends on if you are using the default PS theme or a third party theme. Another way and my preferred way is to purchase a one page checkout module from the addon store. Look for one that will give you that option. Some will allow you to edit all fields. They work better and look better than the default PS checkout.

---------------

When you enter products you can set them as virtual and shipping will not be charged for those products. If you want to bypass shipping screens you need to hack a bit, take a look at,  http://hackphp.wordpress.com/2013/02/23/prestashop-1-5-skip-shipping-and-address/

Edited December 14, 2013 by Bill Dalton (see edit history)

[glozinski]

I have done.  However,  here is the way that my products are displayed in the current shopping cart http://www.silkplantscanada.com/products_detail.php?ProductID=1245 NO TAX Customer log's in then the appropriate tax is applied. Currently with Presta Shop the only way to have the tax displayed in the cart is to have it already applied. However, when people are comparing prices on the internet it is without taxes so to have all products including taxes is not working for me. Is there a setting that we can configure for this?  Any suggestions?  Thank yu in advance

[Bill Dalton]

You are saying you want the tax always separate and not included in the price, is that correct?

 

Customers  > Groups
Change Price display method to "Tax excluded"

 

You may need to set that on all your groups.

[glozinski]

Yes I have that done that as well.

[Bill Dalton]

glozinski, I took the time to give your web site a test. You do not have Canada or the Canadian dollar setup as default. I could not see any tax added to your cart. Your cart is set to not display a summery, it is set to immediately ask for credit card info. I did not really want to buy anything, I just wanted to see my cart summery and see what might be wrong with your tax setup. So next I decided to create a customer account, I entered a Canadian address and created an account. After entering all my info, including a company name, your captcha and even answer a skill testing question. WOW!

 

However, even after all that, your cart would not display a summery or show me tax unless I entered a credit card number. I'm sorry I tried to help, but I just don't want to buy anything.

[glozinski]

Thank you for taking the time to look at my live site while I am working on a prestashop site. http://www.silkplantscanada.com/presta_spc/index.php

The site that you are testing is not created using prestashop. What I wanted to have with the prestashop site is the net price for our products and then when you get to the prestashop cart  and the customer logs in you will see the appropriate tax in the shopping cart.  If you would be kind enough to test that site and tell me what I can do to correct that.  I would be greatly appreciative!!!!

[glozinski]

Here is a copy of my tax rules.  Is the first line causing the issue?

 

Country
  State
  Zip Code
  Behavior
  Tax
  Description
  Actions
  Canada -- -- This tax only 5.00%   Canada British Columbia -- Compute with others 7.00%                             Thank you in advance.        

[glozinski]

Bill

Is this statement correct after al Unfortunately Prestashop by default does not allow to display NET Price before checkout, this is something that has to be custom developed into your site

Thank you in advance

[Bill Dalton]

 

 

Then in Localization  > Tax Rules you created a tax rule called Canada and within the Canada rule you added each province and territories with behavior set to "this tax only" and applied the taxes you created above.

 

By Net price do you mean tax not included? If so you need to set the tax only to fire when the province is chosen. 

[glozinski]

Bill I am sorry but how do i go about firing when the province is chosen as well as when someone orders from the USA they do not pay tax at all?  I truly thank you for your assistance......

[Bill Dalton]

Glozinski, you create taxes,

 

Localization  > Taxes

 

Then in Localization  > Tax Rules you create a tax rule, After you create the rule edit it and add the provinces to your tax rule one by one. You then apply the appropriate tax to each province, each province and territories with behavior set to "this tax only".

 

Apply this new tax rule to your product.

 

That's it!

 

You probably don't collect US state taxes, so you don't need to worry about the US. You just need to create your Canadian taxes, create one tax rule, add the provinces to that tax rule, apply the tax and select the behavior for each province. Then go to any existing product and apply that rule.

[glozinski]

I had done that but the first row that was created buy someone else was causing the issue which they had associated with CSA Standard Rule which had the tax applied to it.    THANK YOU!!!!!  Maybe I can call upon you now for shipping confirmation as again I am getting told to many different things....as I do not offer free shipping and would like to ensure that I have this configured correctly. 

[glozinski]

Bill

I created CSA Standard Rule which is 5%.  Under Tax Rules I created under British Columbia combine 7%.  Unfortunately it does not show in the tax line the Combined tax only the 7% tax.  Is there another way to configure? CSA Standard rate set to 0 and then how would you combine the 5% plus 7% for BC? Thank you in advance.

[tuk66]

Can someone confirm that settings

www.presta-addons.com/pdf/Canada Tax Rules.jpg

and the invoice

www.presta-addons.com/pdf/Invoice - Quebec taxes.pdf

 

are correct?

[Bill Dalton]

Pretty much, however the rounding on the invoice should have the QC provincial tax at $2.85. It actually is 2.849, so should round up.

[Bill Dalton]

Looks like you have it set for 9.97 and need to change that to 9.975.

[tuk66]

QST is set to 9.975%. The table shows 2 decimal places only.

 

As of taxes, it is not so easy in my mind. That is why I asked. Count with me:

 

12.49 + 10.58 + 5.5 = 28.57 (total amount without tax, should remain but not sure)

32.84 (total, paid, should remain)

4.27 (remains for taxes)

5% of 28.57 = 1.4285 -> 1.43

9.975% of 28.57 = 2.8498 -> rounded to 2.84 to get right summary

[Bill Dalton]

>>rounded to 2.84 to get right summary

 

>>2.8498

 

2.8498 need to round to 2.85

 

Try setting QST to 9.9755

[tuk66]

The "bad" rounding is a plan. I'm not sure if it is the best plan.

 

PrestaShop provides subtotal (12.49 + 10.58 + 5.5 = 28.57) and total (32.84) amounts. If I would calculate taxes the right way, the summary will fail:

 

28.57 + 1.43 + 2.85 != 32.84

[Bill Dalton]

I don't think so.

 

Item 1. $12.49

Item 2. $10.58

--------------------

$23.07

Shipping $5.50 (shipping in Canada is taxable)

Total amount taxable $28.57

 

GST 5% $1.43
QST 9.975 $2.85

Total Charge $32.85

Your invoice is one penny off because of a rounding error. I have had the very problem in the past, try changing to QST 9.9755
 

[tuk66]

I totaly agree with you, but what can I do with total $32.84 already charged by shop and stored as total amount to the order? I think, this amount is immutable.

 

I'm just trying to deal with wrong amounts that sometimes appear in PrestaShop. I'm trying to find the least imprecise method.

[Bill Dalton]

I hear you. I thought you were just setting up a new system. Sure, if it is already charged, it is in the customers favour, no real harm done. Hopefully using 9.9755 will work on the next sale. What rounding mode is the shop set for in the General settings?

[tuk66]

I've tested that in PrestaShop 1.5.6.0, rounding mode classical. I don't care about any inaccuracy. I would just want to see if my invoice is acceptable for accountants, sellers, customers and tax lawers

 

The original invoice is here ...

[Rémi]

The best tool to check your taxes amount, at least in Quebec, is La Calculatrice.

http://www.la-calculatrice.com/calcul-tps-tvq.html

Your invoice looks well ; you charge the GST and PST on you're shipping because you are shipping from Qc to Qc. According to this article, if you were to ship from Qc to Ontario, you would have to charge only the GST on shipping.

http://paradisecommerce.com/blogs/blog/9027361-how-to-apply-canadian-taxes-when-selling-online

The only problem is your invoice show 32,84$ but la calculatrice show 32,85$. I don't think your accountant will likes that ;-)

I'm using Prestashop 1.6.0.8 and I tried PREFERENCES > General > Round mode : Superior. It helps, but obviously not in all cases. Not an option.

The question remains: why 23,07$+5,50$+Taxes equal 32,84$ instead of 32,85$?

[tuk66]

32.84$ is not "my" amount. That is PrestaShop's total order amount. I just tried to recalculate other amounts and display both taxes separately from this fixed amount.