General Tax Settings

This article outlines how to configure General Tax Settings for the Store. Setting up taxes on your Kano store requires two steps:

1. Configuring General Tax Settings
2. Setting Up Tax Rules (separate article)

Configuring General Tax Settings

1. On the Kano Store Admin panel, navigate to Stores>Settings>Configuration.
2. On left-hand panel, expand the Sales section and select Tax.

3. Expand the Tax Classes section, and configure the following settings.

   Tax Class for Shipping:	Select an appropriate class. If the client does not have shipping or charge taxes on shipping, then this can be left on 'None.' NOTE: If the client is shipping products and charging taxes on shipping then a new tax rule must be created that includes a new, corresponding tax class.
   Default Tax Class for Product:	Select an appropriate class. NOTE: If different products are taxed differently, then additional tax product classes must be created when creating a new tax rule. Ensure that tax classes are named appropriately.
   Default Tax Class for Customer:	Select an appropriate class. The default options are 'Retail Customer' and 'Wholesale Customer.'  NOTE: If certain groups of users have specific tax rules, then you can create a corresponding tax class. Then, create a new group of users and apply the tax class to the customer group.

4. Expand the Calculation Settings section, and configure the following settings.

   Tax Calculation Method Based On:	Select how taxes will be calculated. The default setting is 'Total.'
   Tax Calculation Based On:	Select where tax calculations will be based on. Options include 'Billing Address' and 'Shipping Origin.'
   Catalog Prices:	Select whether prices on the store catalog will be 'Excluding Tax' or 'Including Tax.' The default is 'Excluding Tax.'
   Shipping Prices:	Select whether shipping prices will be 'Excluding Tax' or 'Including Tax.' The default is 'Excluding Tax.'
   Apply Customer Tax:	Determine whether tax is applied to the original price ('Before Discount') or to the discounted price ('After Discount'). The default is 'After Discount.'
   Apply Discount on Prices:	Determine whether discounts are 'Including Tax' or 'Excluding Tax.' The default is 'Excluding Tax.'
   Apply Tax On:	Select whether tax applies to 'Custom Price if Available' or 'Original Price Only.' The default is 'Custom Price if Available.'
   Enable Cross-Border Trade:	Select one of the following options: Yes: Use consistent pricing across different tax rates. If the catalog price includes tax, choose this setting to fix the price regardless of the customer's tax rate. No: Vary the price by tax rate. This is the default option.

5. Expand the Default Tax Destination Calculation section, and specify the Default Country, State, and Post Code for tax calculations. 

6. Expand the Price Display Settings section, and configure the following settings.

   Excluding Tax:	Catalog prices that appear in the store will not include tax. This is the default option.
   Including Tax:	Catalog prices in the storefront include tax only if a tax rule matches the tax origin, or if the customer's address matches the tax rule. This might happen after a customer creates an account, logs in, or uses the Estimate Tax and Shipping tool in the cart.
   Including and Excluding Tax:	Catalog prices that appear in the storefront are displayed both with and without tax. NOTE: Some combinations of settings related to a price display that both include and exclude tax can potentially trigger a warning message.
   Display Shipping Prices:	Determine whether or not shipping prices will be 'Excluding Tax,' 'Including Tax,' or 'Including and Excluding Tax.' The default option is 'Excluding Tax.'

7. For both Shopping Cart Display Settings and the Orders, Invoices, Credit Memos Display Settings sections, configure the following settings:

8. Once you are complete, click Save Config.