stewie Posted February 26, 2004 Share Posted February 26, 2004 I have been searching for how to separate the two taxes so that they are on separate lines. I have tried using the Canadian Separate Tax Hack with no luck. I have read somewhere in the forums that this contribution may not work anymore. I have been scouring the forums and have found a lot of info how to get the taxes to work, but not much on this subject. Currently my orders have the tax line description as GST+PST which is ok but I would really like them separated as would my client. Link to comment Share on other sites More sharing options...
cameronbailey Posted January 9, 2008 Share Posted January 9, 2008 I know this topic is a few years old, but I'm looking to do the same thing. Taxes must be reported separately and it's a lot of work to manually calculate it for each order. Link to comment Share on other sites More sharing options...
kylewa Posted March 7, 2008 Share Posted March 7, 2008 I know this topic is a few years old, but I'm looking to do the same thing. Taxes must be reported separately and it's a lot of work to manually calculate it for each order. This worked for me. however if you can ever get it to work with only pst and not charge GST let me know....This one will charge both and seperate them. ** THE CONTENTS OF THIS FILE ARE RELEASED UNDER THE GPL *** Peter Mosier peter AT mosierman DOT com http://www.mosierman.com OSCommerce version 2.2-MS1 My store is located in Ontario, canada. Here we have to juggle Provincial Retail Sales Tax (RST a.k.a. PST), Federal Goods and Services Tax (GST), and Fed/Prov Harmonised Sales Tax (HST). I found there was much conflicting & confusing information regarding setting up TAXES with osCommerce. Sometimes the instructions would refer to "Tax Rate" when in reality they meant to say "Tax Zone", for example. This made setting up taxes much more complicated than necessary. After spending almost two days muddling through it, I have it now working correctly at my new store. Below is a step-by-step record what I did. If it helps you, great! ============== GENERAL NOTES: ============== Biggest Hint & Best Kept Secret: For a good general overview of Sales Tax with OSC, see the file: extras\taxes\tax_zones_readme.html ...which came with your download of OSC. A "TAX RATE" is determined by combining or associating the appropriate TAX ZONE *AND* TAX CLASS. Stated another way: TAX RATE is a function of TAX ZONE and TAX CLASS. osCommerce uses SHIPPING ADDRESS to determine appropriate taxes, i.e. which TAX ZONE you are shipping into. NOTE: this is the shipping address, *NOT* the billing address. A TAX RATE is determined by comparing SHIPPING ADDRESS to the Tax ZONE set up for the TAX RATE; and also by Tax Class assigned to each product. You can only assign ONE TAX CLASS to a product. For our store, we will only have one TAX CLASS (GST/HST/PST) since all goods are either taxable or non-taxable. When would you use different rates? One example would be if, say, CLOTHES were taxed at a different rate than BOOKS which are in turn different from DVDs. You could create a different TAX CLASS for each family ("class") of product in that case. But we won't have to. You want (perhaps) the GST for SHIPPING to show up seperately, so we will make a seperate "TAX CLASS" for "GST on Shipping". ========= PROBLEMS: ========= THe method below shows the GST and PST totalled together on the same line (see sample output at EOF). The "Canadian Seperate Tax Hack" (c.v. http://www.oscommerce.com/community/contri...ons,289/page,3) does *NOT* seem to function with OSC v2.2-MS1 release (of course this could change with updates, so don't take my word for it). (There was a change to the Tax Calculation modules for MS1). I have not yet tried the other Contrib to solve this problem (Canadian Tax Display, http://www.oscommerce.com/community/contri...ons,546/page,3) since I suspect it may suffer from the same problem (i.e. not working with MS-1 release); although this is just a hunch. Having said that, the only problem is that the two taxes are summed together. However, the GST number is display, and the percentages (rates) used are display, and nothing is hidden, so I believe that this will be acceptable according to Federal & Provincial Gov't requirements (but I AM NOT AN ACCOUNTANT!!!!). ******************************************************* Best part is: IT DOESN'T REQUIRE ANY CONTRIBUTIONS!!!!! Just a careful setup of the zones. ******************************************************* =================== Step-by-Step SETUP: =================== STEP (1): Set the location for your store: Configuration --> My Store - Country: Canada - Zone: Ontario ======================================================== STEP (2): Create the "Tax Zones". The are geographical regions where a particular set of tax laws applies Locations/Taxes --> Tax Zones Create the Zone for all of Canada - Zone Name: Canada GST Zone - Description: GST (most of Canada except NS, NB, NL) Now click on the newly created "Canada GST Zone" row to drill down one level to "Sub Zones" Click INSERT to create 10 new sub-zones, one at a time: - Country: Canada; Zone: Alberta - Country: Canada; Zone: British Columbia - Country: Canada; Zone: Manitoba - Country: Canada; Zone: Northwest Territories - Country: Canada; Zone: Nunavut - Country: Canada; Zone: Ontario - Country: Canada; Zone: Prince Edward Island - Country: Canada; Zone: Quebec - Country: Canada; Zone: Saskatchewan - Country: Canada; Zone: Yukon Territory ============== Click on "BACK" to go up one level. Now create the Ontario Provincial Tax Zone: Click Insert - Zone Name: Ontario PST Zone - Description: PST (only when shipping to Ontario) Now click on the newly created "Ontario PST Zone" row to drill down one level to "Sub Zones" Click INSERT to create new sub-zone: - Country: Canada - Zone: Ontario ============== Click on "BACK" to go up one level. Now create the HST Tax Zone: Click Insert - Zone Name: HST Zone - Description: NS, NB, NL Now click on the newly created "HST Zone" row to drill down one level to "Sub Zones" Click INSERT to create new sub-zone: - Country: Canada; Zone: Nova Scotia - Country: Canada; Zone: New Brunswick - Country: Canada; Zone: Newfoundland ============== Do NOT create a seperate Tax zone for Shipping. You will simply use the "Canada" tax zone for the GST Shipping tax class (below). *** Important: this means that SHIPPING GST will only be charged to destinations within Canada, *** but NOT charged on exports. *** According to Canada Customs & Revenue Agency (1-800-959-5525), you do *NOT* charge GST *** on the shipping fee for EXPORTS. ======================================================== STEP (3): Create the "Tax Classes" Note: You can only assign ONE Tax Class to a product. But since we want shipping gst to show up seperately, we will make a seperate Tax Class just for it. Locations/Taxes --> Tax Classes create TWO (2) tax classes: - Tax Class Title: GST/HST/PST Class - Description: All taxable goods - Tax Class Title: GST Shipping class - Description: GST on shipping within Canada ======================================================== STEP (4): TAX RATES Here is where it all comes together: Tax Rates. Tax Rates associate Tax Zones & Tax Class to determine the correct Tax Rate. HINT: The "DESCRIPTION" is what shows up on the invoice so use it judiciously!!!!!!!!!!!!! Locations/Taxes --> Tax Rates create SIX (6) Tax Rates: - Tax Class Title: GST/PST/HST Class - Zone: Canada GST Zone - Tax Rate (%): 7.0000 - Description: 7.0% GST#99999 99999 RT0001 - Priority: 1 /*HINT: Insert your GST# as part of DESCRIPTION and it will show up on invoice !!! /*HINT: Leave PRIORITY at "1" for a non-cumulative tax (i.e. Ontario) - Tax Class Title: GST/PST/HST Class /* HINT: Yes, this is the same one you just used - Zone: Ontario PST Zone - Tax Rate (%): 8.0000 - Description: 8.0% PST (Ontario) - Priority: 1 /*HINT: Leave PRIORITY at "1" for a non-cumulative tax (i.e. Ontario) but change to "2" for cumulative tax (i.e. You are a Quebec store) - Tax Class Title: GST/PST/HST Class /* HINT: Yes, this is the same one you just used - Zone: HST Zone - Tax Rate (%): 15.0000 - Description: 15% HST#R99999 9999 RT0001 - Priority: 1 That takes care of taxes on products. And now, the Shipping taxes: - Tax Class Title: GST Shipping Class - Zone: Canada GST Zone - Tax Rate (%): 7.0000 - Description: 7.0% GST on shipping - Priority: 1 - Tax Class Title: GST Shipping Class - Zone: Ontario PST Zone - Tax Rate (%): 8.0000 - Description: 8.0% PST (shipping) - Priority: 1 - Tax Class Title: GST Shipping Class - Zone: HST Zone - Tax Rate (%): 15.0000 - Description: 15% shipping HST#99999 9999 RT0001 - Priority: 1 /* HINT: The above will calculate PST on shipping. Although there might /* be a tendenancy to think of shipping as a PST exempt service, in fact /* the Ontario Ministry of Finance says that for cacluating the PST, /* "The total selling price includes delivery, mailing, transportation, or /* handling charges, but does not include the GST". With the above set-up, /* the PST for the shipping gets calculated (albeit seperately). If you wanted them /* calculated together, you could assign "GST/PST/HST Class" as the /* Tax Class when setting up the shipping method. Personally, I prefer /* to break it out seperately. ======================================================== STEP (5): Specify the appropriate Tax Class for SHIPPING MODULES MODULES --> SHIPPING Edit whichever shipping module(s) you are using. Tax Class: GST Shipping Class /* SEE PREVIOUS HINT ======================================================== STEP (6): Specify the appropriate Tax for PRODUCTS This may take some time.... CATALOG --> Categories/Products Drill down to each product. Click EDIT TAX CLASS: "GST/PST/HST CLASS" ======================================================== =============== Example Output: =============== Shipping to Ontario: Sub-Total: $69.00 Per Item (Best Way): $10.00 8.0% PST (Ontario) + 7.0% GST #99999 9999 RT0001: $10.35 7.0% GST (shipping) + 8.0% PST (shipping): $ 1.50 Total: $90.85 Shipping into the HST zone (NB, NS, or NL): Sub-Total: $69.00 Per Item (Best Way): $10.00 15% HST#R86179 1655 RT0001: $10.35 15% shipping HST#99999 9999 RT0001: $ 1.50 Total: $90.85 Shipping to Canada, but non-HST, and non-Ontario: Sub-Total: $69.00 Per Item (Best Way): $10.00 7.0% GST # 99999 9999 RT0001: $ 4.83 7.0% GST (shipping): $ 0.70 Total: $84.53 Shipping to non-Canada zone: Sub-Total: $69.00 Per Item (Best Way): $10.00 Total: $79.00 -------------------- Email: peter AT mosierman DOT com Link to comment Share on other sites More sharing options...
Nsteinn Posted October 14, 2008 Share Posted October 14, 2008 I also have this very frustrating problem with separation of taxes, i found that my version of Osc V2.2 Rc2 is not compatible with canadian tax hack as described below "THe method below shows the GST and PST totalled together on the same line (see sample output at EOF). The "Canadian Seperate Tax Hack" (c.v. http://www.oscommerce.com/community/contri...ons,289/page,3) does *NOT* seem to function with OSC v2.2-MS1 release (of course this could change with updates, so don't take my word for it)." So is there a solution or not? i have been working for way too long on this problem and it is getting frustrating. Please help me!! :( Link to comment Share on other sites More sharing options...
katrocket Posted October 23, 2008 Share Posted October 23, 2008 I also have this very frustrating problem with separation of taxes, i found that my version of Osc V2.2 Rc2 is not compatible with canadian tax hack as described below "THe method below shows the GST and PST totalled together on the same line (see sample output at EOF). The "Canadian Seperate Tax Hack" (c.v. http://www.oscommerce.com/community/contri...ons,289/page,3) does *NOT* seem to function with OSC v2.2-MS1 release (of course this could change with updates, so don't take my word for it)." So is there a solution or not? i have been working for way too long on this problem and it is getting frustrating. Please help me!! :( Hi Nsteinn, I hope this info doesn't come too late for you.... I'm implementing a shopping cart for a business based in Ontario. I had the exact same problem, but we just got all our taxes up and running today, with the help of a Community Add-On called "Canada Taxes Order Total Module", which works with v2.2 -- it's brilliant! http://addons.oscommerce.com/info/5871 This Add-On was modified to allow your two tax rates (PST and GST) to be listed on two separate lines (as required by accountants). It works perfectly and it wasn't too difficult to implement. I used the most recent update by "DJStealth" because I'm dealing with shipping via PayPal, but if you're using osCommerce for shipping, try the bug-fix version by Vincent. This module works in tandem with Peter Mosier's instructions on how to set up your tax zones & classes (http://www.oscommerce.com/community/contributions,1124). I hope you experience some success with this add-on. Good luck! Link to comment Share on other sites More sharing options...
Fireflight Posted June 17, 2010 Share Posted June 17, 2010 Does anyone know if the Canada taxes Order Total Module supposed to display the amount of taxes on the order confirmation page? Link to comment Share on other sites More sharing options...
casemaker Posted July 19, 2010 Share Posted July 19, 2010 Now that we have HST in Ontario, Canada, my checkout page displays the HST tax calculation twice. It think it must be related to the previous use of 2 lines for PST and GST, but I need some advice on how to remove one of the lines so that only HST or GST is displayed. Link to comment Share on other sites More sharing options...
Dan Cole Posted July 19, 2010 Share Posted July 19, 2010 Now that we have HST in Ontario, Canada, my checkout page displays the HST tax calculation twice. It think it must be related to the previous use of 2 lines for PST and GST, but I need some advice on how to remove one of the lines so that only HST or GST is displayed. I assume you have a PST tax zone set up...have you tried removing it? Dan Need help? See this thread and provide the information requested. Is your version of osC up to date? You'll find the latest osC community version (CE Phoenix) here. Link to comment Share on other sites More sharing options...
Guest Posted July 19, 2010 Share Posted July 19, 2010 Dan, The new tax setup for Canada is much more complicated then you may think. Rev Can now requires taxes on shipping according to the destination, not the shipping point. I am still trying to figure out a working solution. If you used the above tax setup, all you have to do is move Ontario to the HST zone and remove the reference to Ontario in the PST zone and delete the 2 PST rates. However, there is still the matter of taxes on shipping according to destination. Chris Link to comment Share on other sites More sharing options...
oscarfellini Posted July 19, 2010 Share Posted July 19, 2010 I'm in the same boat. How does one create different shipping tax rates that don't overlap (or double up) with the tax zones you've created for the taxable items? Link to comment Share on other sites More sharing options...
blacknail Posted July 25, 2010 Share Posted July 25, 2010 Dan, The new tax setup for Canada is much more complicated then you may think. Rev Can now requires taxes on shipping according to the destination, not the shipping point. I am still trying to figure out a working solution. If you used the above tax setup, all you have to do is move Ontario to the HST zone and remove the reference to Ontario in the PST zone and delete the 2 PST rates. However, there is still the matter of taxes on shipping according to destination. Chris It is more complicated than that. The taxes on shipping are based on the tax rate for the order. If you have some items at 5%, some at 7%/8%/10%, some at 12%/13%/15%, the HST on shipping will be prorated and you'll end up with something in between. Or if you want to get more complicated, you could choose to use weight to prorate the HST instead of price, which would really mess up your accounting. I called Revenue Canada this week to ask a question about how to treat order modifications and returns and the front line person stopped me at "I sell online..." and referred me to a rulings officer who gave me the wrong answer and then took 4 hours to research and get back to me. They had no idea how to keep proper records for this and neither does my accountant. Their best suggestion was to call our competitors and see how they are handling it. Like they are going to help us! Anyone setting up shop in Canada really has to question whether it is worth the hassle of the HST. If you are doing under $30,000 in sales you don't have to register but then you can't charge it and get back what you are overcharged by your suppliers, so essentially you end up paying it out of pocket for your customers. Link to comment Share on other sites More sharing options...
Guest Posted July 25, 2010 Share Posted July 25, 2010 Brian, Again, your information is incorrect. There is NO 8% tax anymore. The PST has been eliminated. Taxes will either be HST or GST or a combination of both, depending on the products sold. Chris Link to comment Share on other sites More sharing options...
blacknail Posted July 25, 2010 Share Posted July 25, 2010 Brian, Again, your information is incorrect. There is NO 8% tax anymore. The PST has been eliminated. Taxes will either be HST or GST or a combination of both, depending on the products sold. Chris Hi Chris, Some items are zero rated meaning they are not charged the 5% federal portion of the HST (they are taxed at 7%/8%/10% depending on the province), and some are point-of-sale rebated which means they are not charged the 7/8%/10% provincial portion of the HST(they are taxed at 5%). I don't know much about books because we don't sell them. Here is the best reference for books http://www.cra-arc.gc.ca/E/pub/gi/gi-065/gi-065-e.pdf - I hope this helps you! Brian. Link to comment Share on other sites More sharing options...
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