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Frustration with Sales Tax calculation/display (1.4.x)


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Is anyone else having problems with taxes in 1.4.x? Seems I cannot ever get it to work completely right. It doesn't display consistently in the cart block. It doesn't seem to update correctly via ajax. It disappears from the summary page in one-page checkout as you progress through the steps. And today, I have been battling with getting it to calculate at all for the one state I have it defined.

This seems to be my last hurdle before I can begin end-to-end testing, but now I'm in the process of installing a fresh version (1.4.0.7 for the third time) to test it out of the box. So this post will start as a venting mechanism and hopefully progress to finding the root cause and possibly a solution.

The post is getting long with many images, so I'll summarize outstanding issues/solutions here:

1. Tax doesn't pick up on address unless product tax is configured

2. When address is changed on one page checkout, the tax line disappears from summary details. It returns after refresh, but requiring a refresh is not a good customer experience

3. Configuring product tax as a solution to "Total Tax" is undesirable because it causes tax to be rolled into product unit price

4. Changing to California (CA) does not pick up tax value. Further testing indicates this may be the case for all duplicated states from bug (6621). Tried New York (which is not duplicated) as alternate, and tax was picked up. Tried other duplicates (e.g. IL) and tax not picked up

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Hmmm. So, I setup the most basic configuration I could manage that included the categories block and the cart block. I set "Display Tax in Cart" to Yes. I added 1 category and 1 product. I added 1 user with two addresses: one in New York and 1 in California. Under Preferences, I set "Increase Front Office Security" and "Friendly URL" to Yes and generated a new .htaccess file.

I have attached images to demonstrate my configuration (tax rules enabled, no product tax, CA tax, and NY tax)

Two other images demonstrate the ability to add product to cart

...to be continued

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So, everything seems fine up to this point. The product is added to the cart, ajax updates the cart, there is no tax because we don't know where the customer is yet.

When I hit checkout and login with my default (NY) address, no tax is added (first image). This is the first of my problems. What is misconfigured that the tax isn't picking up on my address?

When I change to my alternate (CA) address, the "Total Tax" line is removed entirely (second image). This is undesirable on 2 levels: I always want a tax line, even if it is zero, and it shouldn't be zero!

If I leave the alternate address and click checkout again or refresh the page, I get my tax line back; but it's value is still zero.

Any thoughts?

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Curiouser and curiouser. If I set the product tax to NY (first image), I get the tax to appear in the block cart and on the summary page. However, it is rolling it into the product price which is undesirable (second image).

How do I get the unit price to ALWAYS be tax exclusive, and have the "Total Tax" line calculated on the "Total (tax excl.)" line for those states where I collect tax?

The next curiosity may be a bug. When I set the product tax to CA (third image), the tax doesn't appear in the block cart or summary page. Since the default address is NY, this would be correct; except that changing the address to the CA address does not change anything about the taxes (fourth image).

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  • 1 month later...

Sorry, I gave up working the tax issue. The fundamental issue seems to be the way that PS applies tax per product, whereas I need it to subtotal all products and apply the tax once.

I worked around the shipping issues by implementing my own solution. I took the UPS rate chart for my zip code (plus the fuel surcharge and other fees) and set up the carriers, zones, and weight ranges. Once the final release is available, I may look at the UPS module and tax issue again, but I have too many other tasks on my list right now.

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  • 1 month later...

Hello,

I put together a video tutorial on how I set up my taxes. The tutorial is based on version 1.4.0.17.

I live in Colorado and have to deal with state and county taxes. Hopefully, this tutorial will help as I believe I've gotten taxes to work the way they should. You can find the tutorial at http://www.prestatraining.com/set-up-taxes-in-prestashop-v1-4/.

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