Tax management - Bitrix Site Manager - Content Management & Portal Solutions

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If any tax is specified in the system, it will be used for calculating the order price. The e-Store module adheres to the following tax structure.

Taxes are set independently for each site. The number of taxes is unlimited;
Tax rates can depend on the payer type and the payer location. Rates are defined in percents. The number of rates is not limited. Tax rates can be included in price;
Some customers can be set as exempt from tax. For such cases, you should set the tax exemption parameters for groups to which the customers belong.

Tax settings

Taxes can be defined on the tax settings page (e-Store -> e-Store Settings -> Taxes). On this page, you can add taxes to be used on your sites. Each tax is bound to a specific site. For example, the English site will use only taxes that are defined for this site.

Adjusting tax rates

Tax rates are defined on the Tax rates page (e-Store -> e-Store Settings -> Tax rates). On this page you can enter rates of taxes according to the customer location and payer type (providing the payer type is optional).

To calculate taxes for a certain order, the system will select tax rates that meet the following requirements:

the tax is bound to the site on which the order is being made;
the location specified by the customer in the property for which the Use as taxation location option is enabled, should be included in the list of locations where this rate is valid;
the payer type defined for this rate is the same as the payer type selected by the customer at the ordering time (or no payer type is defined for the current rate);
the tax rate is active.

If a country stipulates several locations, and you need to define the tax rate for the whole country, you are recommended to create a location group including all the country locations, and specify this group when defining a tax rate.

If more than one tax rate is specified for the order, taxes rates are applied in the following sequence:

Rates of taxes are applied according the Tax priority index field, starting with the rate with the least priority value.
A tax rate is applied to the amount in which all taxes with the lesser value of the
Tax priority index field are already included. In other words, the compound percents are in effect.
If the values of the Tax priority index fields are equal, they are summed up and then applied to the amount.

Example of the order cost calculation

Let us assume that we are purchasing items to the amount of €25. A discount for the sum exceeding €20 is 2%. Also, assume that the following tax rates exist for this order:

tax rate 1 with the rate of 18.5% and the priority index of 100;
tax rate 2 with the rate of 2.7% and the priority index of 100;
tax rate 3 with the rate of 3% and the priority index of 200.

The discounted price of the purchased items will be €24.5 (25 - 25 * 2% / 100).

Tax rate 1 makes €4.53 (24.5 * 18.5% / 100).
Tax rate 2 makes €0.66 (24.5 * 2.7% / 100).
After Tax rate 1 and Tax rate 2 are applied, the order amount makes up €29.69 (24.5 + 4.53 + 0.66).

Tax rate 3 makes €0.89 (29.69 * 3% / 100).

After applying the discount and all of the taxes, the order cost will be €30.58 (29.69 + 0.89). The delivery cost is to be added to this value.

Exemption from taxes

You can use this feature if there are customers which can be partially exempted from taxes. Create a special group of customers, select it on the page of exemption from taxes (e-Store -> e-Store Settings -> Tax exemption), and indicate taxes that should not be applied to members of this group.

Upon receiving documents confirming the right to be exempted from taxes from a customer, add this customer to the created user group. After that, this customer will be able to choose: whether to use tax exemption, or complete the order using common rules. If the customer chooses tax exemption, the taxes specified on the Tax exemption page of the tax exempt user group will not be added.