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#1 05-23-2010 12:21:40

Computertec
Member
Registered: 02-22-2010
Posts: 7

tax exempt

How can I setup a group of members to be tax exempt?
And other members use the standard tax settings....

Thank You

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#2 05-23-2010 12:22:41

Dave
Member
Registered: 07-05-2003
Posts: 11233

Re: tax exempt

There are no options in CCP that support that type of grouping.

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#3 05-23-2010 12:27:47

Computertec
Member
Registered: 02-22-2010
Posts: 7

Re: tax exempt

Dave
Can I use Discount Codes to accomplish this task?
any other options?

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#4 05-23-2010 13:11:30

Dave
Member
Registered: 07-05-2003
Posts: 11233

Re: tax exempt

Discount codes are not related to taxes. You can't predict what a customer might buy to establish a discount code for an amount of tax. You could open a second level support request for a quote to do something like this I suppose.

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#5 05-23-2010 15:42:37

Quizno
Member
Registered: 06-02-2003
Posts: 447

Re: tax exempt

Don't know how you would do this in V7, but in V6 I tweaked the code to skip the tax calculation if the customer was in the "wholesale" user group.

This is for V6, not V7.

Last edited by Quizno (05-23-2010 15:51:22)

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#6 07-12-2010 18:36:28

karrasda103
Member
Registered: 06-02-2010
Posts: 44

Re: tax exempt

I was having this same problem... I have no idea how to code PHP but and I fiddled my way through all sorts of files and garbage for the last 2 days. I found a fix.
Go to your ecom_checkout.php file its located core-private / ECOM / ECOM_checkout / ECOM_checkout.php

find the statement that has this heading   // +--
                                                                           // | Get tax exemption information.
                                                                           // +--

Make the entire statement  look like this:
// +--
// | Get tax exemption information.
// +--


$taxexemptnum        = ' ' ;
$taxexemptnum_valid  = 1;

if ($this->globals('core_user.usergroup') != 'wholesale') {
$taxexemptnum = 1;

}

     
elseif (!(empty($this->cosess['custom_fields']['taxexemptnum'])))  {


     $this->cosess['custom_fields']['taxexemptnum'];

} // End of if statement.



Sorry I really dont know PHP except from what i learned over the past 2 days so i am sure this could be cleaned up a lot. however it did fix my site so that normal customers  get taxed and wholesale customers do not.  This is for CC7.

Last edited by karrasda103 (07-12-2010 20:06:06)

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#7 07-14-2010 12:52:58

dh783
Member
From: Avondale, Arizona
Registered: 04-06-2005
Posts: 6233
Website

Re: tax exempt

karrasda103

The original code is this

Code:

// +--
// | Get tax exemption information.
// +--

$taxexemptnum        = '';
$taxexemptnum_valid  = 1;

if (!(empty($this->cosess['custom_fields']['taxexemptnum']))) {

     $taxexemptnum = $this->cosess['custom_fields']['taxexemptnum'];

} // End of if statement.

I would suggest that you revert back to the original code as you have assigned a tax number of 1 to everybody who isn't a wholesale account with the code you placed here

Code:

if ($this->globals('core_user.usergroup') != 'wholesale') {
$taxexemptnum = 1;

}

and broken the pulling of the tax number in the second part of the code here

Code:

elseif (!(empty($this->cosess['custom_fields']['taxexemptnum'])))  {


     $this->cosess['custom_fields']['taxexemptnum'];

} // End of if statement.

this section now is doing nothing as it not setting a variable any more. The variable taxexemptnum is not a true/false field but field to hold a valid tax number, and when populated will cause the system to not charge taxes. The site should only be charging taxes on sales to areas which you have set to collect taxes for. You set the tax rates at:

System Dashboard > System > Locations > Countries
System Dashboard > System > Locations > States and Provinces

and activate the ones you want to collect tax for at

System Dashboard > System > Component > Settings > Tax Settings

John

Last edited by dh783 (07-14-2010 12:54:26)

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#8 07-20-2010 12:06:50

karrasda103
Member
Registered: 06-02-2010
Posts: 44

Re: tax exempt

thanks for the reply dh783..

however, I have tested this

End goal was Wholesale Group = no taxes
                          Everyone else outside of cali = no taxes
                          Everyone else inside of cali = taxes

The system dashboard only allows me to change taxes based on location not on user group.

whatever I did in the code seemed to work correctly. like I said im no expert but the end result is what I was looking for.


Again I am not an expert by any stretch of the imagination on php, I do not know exactly why this works. Just that it does work to accomplish my end goal perfectly and that is really all that matters to me.


perhaps you could do some testing with that code and see if it works on a different site to the same end goal. that would be the ultimate test as to its functionality.


if you would like to look at my site it is http://www.aresarmor.com/install/

again thank you for your reply

Last edited by karrasda103 (07-20-2010 12:48:02)

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#9 07-20-2010 13:27:05

dh783
Member
From: Avondale, Arizona
Registered: 04-06-2005
Posts: 6233
Website

Re: tax exempt

With the original code you should have setup the tax amount for California at System Dashboard > System > Locations > States and Provinces, and then at System Dashboard > System > Component > Settings > Tax Settings in the field for "State and Province Tax: Taxable Locations" selected California, the rest of the fields on this page should have been left with there defaults. This setup would charge tax to anyone in California unless they supplied a tax number in the "Tax Exemption Information" field (if activated) and no tax for any one living outside California.
With the code != wholesale your giving every user account other than wholesale a tax number of 1 which populates the field thus activating it in the checkout so that no tax is charged. The original code is clearing the taxexamptnum, and if there is no session variable for this fields tries to pull the current information if the field has been activated, if the field is not activated then there will be no tax number and thus tax will be charged. There is nothing wrong with the original code as it has been working for quite some years now without problem, it currently calculates tax rates correctly on my site.

John

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#10 07-24-2010 13:25:18

karrasda103
Member
Registered: 06-02-2010
Posts: 44

Re: tax exempt

DH783
Please read the entire post to understand what it is I am trying to accomplish.

If I had to guess I would say the you do not sell to dealer's or other business for the purpose of resell. I keep records of my dealers' tax exempt info on hand and it is redundant  for them to have to enter in a tax exempt number every time they try to buy something. My set up is very different from yours.

yes i understand how  it calculates tax based on region. the point of what I did was to make it not calculate tax for any wholesale account regardless of region.

CCP does not have built in functionality to make particular user groups nontaxable if they did I would not have edited any code.

Like i said the code HAS BEEN TESTED and works perfectly to the end it was intended to on my site.

if your from california and you are not wholesale you get charged tax. if you are from anywhere else and are not wholesale no tax. if you are from anywhere including california and are  wholesale you do not get charged tax.

wholesale = no tax regardless of region
regular acct from cali = tax
regular acct outside of cali = no tax

The regular ccp code for this does not allow wholesale accounts to be untaxable and is therefore not functional for users who do B2B dealer transactions unless modified.

again I am not an expert on PHP but the new CODE DOES WORK EXACTLY the way I wanted it to. End results are what matters to me.

Changing the code back to the original is not an option because the original code forces dealer accounts from cali have to enter in tax exempt info every time they purchase. That is an extra unneeded step because I have their tax exempt numbers on file. little things like that make the differences between loosing a B2B customer or not. Obviously losing one of these customers is a much bigger loss than losing an end consumer.

thank you for your reply, I appreciate the feedback and concern.
If you have a cleaner way of accomplishing the same tax modification (WHOLE SALE NEVER GETTING CHARGED TAX NO MATTER WHERE THEY ARE FROM)  I would be interested in hearing about it for sure. REVERTING TO ORIGINAL CODE IS NOT AN OPTION because ccp has no built in functionality to make user groups nontaxable.

Again thank you for your time and if you can find a better way to modify the code I really want to know about it.

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#11 03-23-2011 13:59:08

karrasda103
Member
Registered: 06-02-2010
Posts: 44

Re: tax exempt

this no longer works thanks to  the 7.1.1 update...

If anyone has a way of doing this it would be much appreciated!

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#12 03-23-2011 15:01:28

karrasda103
Member
Registered: 06-02-2010
Posts: 44

Re: tax exempt

I need tax to be based on both user group and location! this is very important and I am getting a lot of calls from dealers complaining that they are now being charged tax. Please help!

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#13 03-23-2011 18:02:36

karrasda103
Member
Registered: 06-02-2010
Posts: 44

Re: tax exempt

Added the following statement to the ecom_checkout.php file in the get tax information area

//statement added to filter out wholesale accounts

$user = $this->globals('core_user.usergroup');

if($user == 'wholesale')

{
if ($this->debug) {$this->debugger("cocalctaxes: Using STANDARD tax system and tax exemption number entered.");}

     return 1;

} //End of if statement


Works like a charm

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