Tax Rules

The tax rules tool allows an administrator to manage the tax rules provided in the marketAgility Basic tax plugin. If your site is using one of the 3rd party Tax Provider Plugins, this tool acts as an override of the tax rules for a particular state/province and country that your plugin would normally provide.

Searching

To find a nexus or nexus that share a common attribute value, a search block has been provided. To add a new Nexus, use the Add New Button

Searching for a tax nexus

These attributes are as follows:

Property Description
Nexus Id All or part of the tax nexus name
State/Province Code The ISO State or Province code for the target nexus
Country The ISO Country code for the target nexus
Active Only Filters your result to only show currently active nexus locations
Rows Limits the results to the indicated number.

Details

The details screen allows you to manage the nexus information, including the tax rates, description and processor plugin.

Tax Details

These attributes are as follows:

Property Description
Nexus Id The name/code that uniquely identifies the nexus point.
State/Province Code The ISO code for the state or province of the destination. This value in conjunction with the Country Code will be used to determine if this nexus and its rates should be applied to the shipping destination.
Country Code The ISO code for the country of the destination. This value in conjunction with the State/Province Code will be used to determine if this nexus and its rates should be applied to the shipping destination.
Tax Rate The tax rate percentage to be applied to all products in the order.
Ship Tax Rate The tax rate percentage to be applied to all shipping charges in the order.
Description A short description of the nexus to explain it to other administrators
Tax Processor The processor plugin that should be used to process this nexus. The default processor is marketAgility Basic. If you do not see your third party provider listed, make sure you have registered the email provider in the Service Provider tool.
Active Status Indicates whether the nexus is active or inactive. If the nexus is inactive, it will not override the default tax processor. If no default tax processor has been defined, it will not tax the destination at all.
Migration Status Indicates whether the current state of this nexus is visible only on staging, will be migrated to production, or is currently on production.
Scheduled Migration Date For items that are ready to migrate, this is the date that the changes should be migrated to production. For items that are on production, this date indicates when the change was actually migrated.

Change History

The change history tab shows all of the changes that were made to this user and by whom. It is useful for diagnosing unexpected changes to your administrator accounts.