Magento Open Source, 1.9.x

Magento 1.x Security Patch Notice
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International Tax Configurations

  • U.S. Tax Configuration

    Tax Option

    recommended setting

    Load catalog prices

    Excluding tax

    FPT

    No, because FPT is not taxed.

    Tax based on

    Shipping origin

    Tax Calculation

    On total

    Tax shipping?

    No

    Apply Discount

    Before tax

    Comment

    All tax zones are the same priority; ideally, a zone for state and one or more zones for zip code lookup.

  • U.K. B2C Tax Configuration

    Tax Option

    recommended setting

    Load catalog prices

    Excluding tax

    FPT

    Yes, including FPT and description

    Tax based on

    Shipping address

    Tax Calculation

    On total

    Tax shipping?

    Yes

    Apply Discount

    Before tax, discount on prices, including tax.

    Comment

    For merchants marking up supplier invoices (including VAT).

  • U.K. B2B Tax Configuration

    Tax Option

    recommended setting

    Load catalog prices

    Excluding tax

    FPT

    Yes, including FPT and description

    Tax based on

    Shipping address

    Tax Calculation

    On item

    Tax shipping?

    Yes

    Apply Discount

    Before tax, discount on prices, including tax.

    Comment

    For B2B merchants to provide simpler VAT supply chain considerations. Tax calculation on row is also valid; however, check with your taxing jurisdiction. Setup assumes a merchant is in the supply chain and that goods sold are used by other vendors for VAT rebates and so on. This makes it easy to discern tax by item for faster rebate generation. Note that some jurisdictions require different rounding strategies not currently supported by Magento, and that not all jurisdictions allow item or row level tax.

  • Canada Tax Configuration

    Tax Option

    recommended setting

    Load catalog prices

    Excluding tax

    FPT

    Yes, including FPT, description, and apply tax to FPT.

    Tax based on

    Shipping origin

    Tax Calculation

    On total

    Tax shipping?

    Yes

    Apply Discount

    Before tax

    Comment

    Merchants located in a GST/PST province (Montreal) should create one tax rule and show a combined tax amount.

    Be sure to consult a qualified tax authority if you have any questions. For information about the tax requirements of specific provinces, see the following:

    Revenu Québec

    Government of Saskatchewan

    Manitoba Information for Vendors