Tax Configuration - Revision history

JoshQ: /* Auto Tax Exempt */

2023-12-22T14:18:48Z

‎Auto Tax Exempt

SarahK: /* Changing Tax Rates */

2022-11-28T18:28:57Z

‎Changing Tax Rates

Lawrence: /* Tax Calculation Mode */

2022-11-01T14:17:44Z

‎Tax Calculation Mode

SarahK: /* Tax Rules */

2022-05-05T20:25:43Z

‎Tax Rules

SarahK at 21:30, 20 April 2022

2022-04-20T21:30:33Z

Show changes

SarahK at 21:51, 14 April 2022

2022-04-14T21:51:02Z

SarahK at 22:28, 1 March 2022

2022-03-01T22:28:20Z

SarahK: /* Tax Rules */

2022-01-14T20:14:45Z

‎Tax Rules

SarahK: /* VAT Settings */

2021-05-13T17:32:19Z

‎VAT Settings

SarahK: /* Client Secret */

2021-02-05T16:55:22Z

‎Client Secret

@@ Line 73: / Line 73: @@
 Check this to set clients as tax exempt when their VAT number successfully validates.
-−
 ===Your Home Country===

@@ Line 125: / Line 125: @@
 ===Changing Tax Rates===
-Sometimes, governments change the sales tax rates. This is significant, since you must also update your rates accordingly.
+Sales tax rates generally change over time. To change a tax rate in WHMCS, delete the existing rule and then create a new rule using the new rate and exactly the same name, country, and state.
-For more information, see [[Changing Tax Rates on Existing Invoices]].
+For more information, see [https://help.whmcs.com/m/payments/l/1271960-changing-tax-rates Changing Tax Rates].
 ===Supported Values===

@@ Line 184: / Line 184: @@
 There are two possible values for this setting:
-* '''Calculate individually per line item''' — Selecting this option will calculate taxes on a per line item basis. When you select this, the system will calculate tax for each line item, rounded to 2 decimal places. It will also calculate the total tax using the sum of the tax calculation for each individual line item.<div class="docs-alert-info">''Example Tax Calculation for 4 Line Items of $1 each'': (1.00 x 20%) + (1.00 x 20%) + (1.00 x 20%) + (1.00 x 20%) = 0.80</div>
+* '''Calculate individually per line item''' — Selecting this option will calculate taxes on a per line item basis. When you select this, the system will calculate tax for each line item, rounded to 2 decimal places. It will also calculate the total tax using the sum of the tax calculation for each individual line item.
-* '''Calculate based on collective sum of the taxable line items''' — Selecting this option will calculate taxes using the sum of the taxable line items on an invoice. When you select this, the system totals the individual taxable line items and calculates tax based on the sum total of those taxable line items.<div class="docs-alert-info">''Example Tax Calculation for 4 Line Items of $1 each'': (4.00 x 20%) = 0.80</div>
+* '''Calculate based on collective sum of the taxable line items''' — Selecting this option will calculate taxes using the sum of the taxable line items on an invoice. When you select this, the system totals the individual taxable line items and calculates tax based on the sum total of those taxable line items.

@@ Line 109: / Line 109: @@
 ==Tax Rules==
-You must configure tax rules in order to automatically charge tax in the cart. You can view and add tax rules at '''Tax Configuration > Tax Rules'''.
+You must configure tax rules in order to automatically charge tax in the cart. You can view and add tax rules in the '''Tax Rules''' tab.
 ===Adding a Rule===

@@ Line 1: / Line 1: @@
-<div class="docs-alert-info"><i class="fa fa-question-circle"></i>This page describes a feature that we updated in version 7.7 and above. For the previous options, [https://docs.whmcs.com/index.php?title=Tax/VAT&redirect=no click here].</div>
+<div class="docs-alert-info"><i class="fa fa-question-circle"></i>For this feature in WHMCS 7.6 and earlier, [https://docs.whmcs.com/index.php?title=Tax/VAT&redirect=no click here].</div>
 WHMCS can gather necessary taxes when you make sales.
-You can work with your tax configuration at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Tax Configuration'''.
+You can access this feature at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Tax Configuration'''.
 ==Enabling Tax Support==

← Older revision		Revision as of 20:14, 14 January 2022
Line 97:		Line 97:

	For example, a UK business would set up the system to charge VAT. In the country field, you would choose '''United Kingdom''' and for the state you would choose '''Apply Rule to All States'''. You would then enter the tax rate of '''20.0''' and click '''Add Rule'''. You can set up an unlimited number of tax rules.		For example, a UK business would set up the system to charge VAT. In the country field, you would choose '''United Kingdom''' and for the state you would choose '''Apply Rule to All States'''. You would then enter the tax rate of '''20.0''' and click '''Add Rule'''. You can set up an unlimited number of tax rules.
		+
		+	===Changing Tax Rates===
		+
		+	Sometimes, governments change the sales tax rates. This is significant, since you must also update your rates accordingly.
		+
		+	For more information, see [[Changing Tax Rates on Existing Invoices]].

	===Supported Values===		===Supported Values===

@@ Line 54: / Line 54: @@
 Toggle this to ''ON'' to enable validation of VAT numbers during registration and checkout. WHMCS uses VIES to validate EU VAT numbers and HMRC to validate UK VAT numbers.
 ===Auto Tax Exempt===
 Check this to set clients as tax exempt when their VAT number successfully validates.

@@ Line 70: / Line 70: @@
 <span class="title">UK VAT Validation</span><br />
 You must create an HMRC application and configure the information here in order to validate UK VAT numbers, which require separate validation from EU VAT numbers.
-* For more information, see [UK VAT Validation] and [https://help.whmcs.com/m/payments/l/1364497-how-to-create-an-hmrc-application-for-uk-vat How to Create an HMRC Application for UK VAT].
+* For more information, see [[UK VAT Validation]] and [https://help.whmcs.com/m/payments/l/1364497-how-to-create-an-hmrc-application-for-uk-vat How to Create an HMRC Application for UK VAT].
 * This setting does not appear until you toggle '''VAT Number Validation''' to ''ON''.
 </div>
-−
 ===Auto Tax Exempt===
 Check this to set clients as tax exempt when their VAT number successfully validates.