Taxcodes Login

Please ensure that you have read and understand the following topic links before reading on.

For each TOTECS project there is the ability to store any number of taxcodes. Each taxcode represents a kind of tax that may be applied on top of a product's price. 

Each taxcode can have the following data set:

A taxcode typically represents a tax imposed by a goverment authority and is required by law to be calculated into a product's price. Some examples of taxcodes can represent the following taxes:

• Goods And Services Tax (GST)
• Value Added Tax (VAT)
• Federal Tax
• State Tax
• Fuel Surcharge Tax

Each taxcode defines a percentage rate that it applies on top of a product's price based on the formula below:

Product Unit Price Inclusive Of Tax = Product Unit Price + (Product Unit Price x Taxcode Rate ÷ 100)

Each product in a TOTECS project must be assigned to a taxcode in order for the platform to be able calculate a product's price. Even if a product does not require any tax to be applied to it, the product must still be assigned to a taxcode that has its tax rate set to 0. This is also important for when orders are exported into external business systems so that the business systems can also calculate the tax applied to an ordered product's price and generate reports for accounting purposes.

Import Taxcodes From External Business Systems

The only way to modify or add taxcodes into a TOTECS project is to import taxcodes from an external business system, either through the Connector software, or by using the platform's Data API directly. The Connector software supports importing taxcode data from a number of different business systems, or from data sources such CSV spreadsheet files and relational databases. It is important that when importing taxcodes into a TOTECS project that the taxcodes are imported first, before any products are imported, otherwise the products may not be able to be assigned to any taxcodes that do not exist in the project yet.

Within the Administration Centre of a TOTECS project, under the Inventory menu there is a menu item labelled Taxcodes that takes administrator users to the Taxcodes interface. Within the interface administrator users can view all of the taxcodes that exist within the project.

View Taxcodes

For administrator users to view taxcodes follow these steps:

1. Open a web browser and go to the Administration Centre for the relevant TOTECS project.
2. Click on the Inventory menu button.
3. Click on the Taxcodes menu link.

A table displays with all of the taxcodes that exist within the TOTECS project.

• For administrator users to be able to access the Taxcodes Administration Centre interface to view taxcodes they must be assigned to an Admin Permission Role that has the "Inventory" permission set to Allow.
• To import taxcodes through the Connector Data Import, or through the platform's Data API an administrator user must be assigned to an Admin Permission Role that has the "Modify Data with Data Import and API" permission set to Allow.
• To allow a product to show in the Trade interface, or on a content managed website it must be assigned to a taxcode.
• Taxcodes and their rates may not be applied to ordered products if the order is being shipped internationally. This is deternmined based on the country assigned to the delivery address of the order, and compared against the default country assigned to the project, as set within the Administration Centre, under the Stores menu, in the General settings interface, under the Locality section, in the "Country" setting. Tax can be forced to apply to international orders by modifying the setting within the Order tab labelled "Include Tax On International Orders".

• If a product does not require any taxes to be applied to it still assign it to a taxcode that has a tax rate set to 0.
• You can quickly check the taxcode assigned to products and its effect on pricing by using the Product Diagnostics tool located within the Administration Centre, under the Inventory menu.