...
The toggle Tax included in price? that have the tax embedded into the order grand total (for example: the product is sold for $100 on the website, customers are paying $100 and on this $100, there is the percentage of taxes already) or separate from the cost of the product (for example the product cost $90 on the website, but at the end, customers are charged $100, because $10 are taxes).
The toggle Create tax transaction?: By switching to ON the toggle Create Tax Transaction?, if the campaign has been set to charge taxes (Avalara or TaxJar) to customers, then this value is recorded on the Tax Provider Dashboard. On the contrary, when the toggle Create tax transaction? is set to OFF, then no tax transaction will be recorded on the Tax Provider Dashboard (Avalara or TaxJar) when creating an order.
Tax Provider field with a small drop-down menu, where the user can choose the tax provider.
...
| Info |
|---|
Please note that if DFO has been set as Tax Provider, users can add the specific Sales Model to the Campaign, scrolling down from the Campaign Settings to the Product area, on this area, there is a field where the Sale Model can be chosen (see below example). |
...
Bring me back to the eManage CRM Helpdesk Overview page
Avalara & TaxJar and the Committed & Uncommitted Transactions
Once orders are placed and the payment is confirmed, CRM informs the tax provider (Avalara or TaxJar) about this transaction, which will be marked as committed on the tax provider dashboard.
On the other hand, at the tax provider dashboard, transactions that appear as uncommitted are the ones that in CRM are marked as: Canceled, Abandoned, or Refunded (see the below example)
...