I'm hoping someone might be able to elaborate why taxes wouldn't have to be applied, if there are no rules for exclusion defined in the system? (e.g. for the user or the product)
Scenario
- We've recently realized that when items that qualify for a special tax rule (all correctly associated on the product definition) are added to an order from Admin,
that the tax rule is not automatically applied. There is also no visual indication that it should or shouldn't qualify for the tax rule (say, perhaps, by the tax % appearing on the line item, even if money was not yet added to the shipment).
So, the users had assumed that if the tax rule/money didn't appear with the item, something must be broken with the rule or product.
They reported it as an issue and were manually adding tax line items to each order in the meantime.
- They now know they have to hit the "Recalculate Taxes" button every time they add a product to an order from Admin (a common event for a normal order, and of course exchanges).
That will see if any items added in Admin qualify for taxes and if so, then charges will be added and the tax rate will appear on the line item itself.
- What could a reason be to have a product that is defined for a tax rule, but then not have tax applied?
When the item is added to the order, that process would seem (at least to the user) to be aware of any criteria it might need to evaluate the rule and the order.- the shipping address (or billing, whichever zone the tax rule uses)
- the account of the person who ordered it (if there was some special group that excluded this person from owing taxes - though this does not exist in our system)
- Is there something else that is unknown until the recalculate taxes button is actually used?
- Adding the tax afterwards also disconnects the tax money from the product it should be associated with, which I suspect could or would skew tax reporting as well, wouldn't it?
- Otherwise, without any predefined rules for exclusion, don't taxes, by general definition, have to be applied to a product?
Especially when it is otherwise automatically applied during the store checkout?
Any insight about the functionality or perhaps the alternate scenarios that wouldn't require enforcing taxes in only one section of a system would be greatly to help me explain this to the users. I'm just stumped.
Thank you!!