Tax Setup for APJM

PRINTJOBMANAGER > Knowledge Base Documentation

Tax Settings

 
The tax methods and tax rates created are organization specific. You can add multiple tax rates in this area. To set PrintJobMangers tax settings, go to: Settings > Tax Settings.
 
Estimates and Orders in PrintJobManager will always show the tax based on the rules you set here.



PrintJobManger is used by customers in many parts of the world. Because of that, you will find many different possible scenarios for setting up tax rates. You only need to concern yourself with the areas of this page that apply to your specific requirements. 
 
Base Taxes On:
Your choices here are either shipping address or billing address.
 
Includes Shipping and Handling
Check this box if you want the tax to be based on the order subtotal PLUS shipping and handling charges. Leave unchecked if you want the tax to only be based on the subtotal of the order. 
 
Tax Method Priority
Tax methods will be evaluated on the order they are listed here. Change the order by selecting an option and using the up and down arrows. An example of a use for this area would be if you had State listed first and then Country, it will evaluate the buyers State first and if they are not in a state that you have listed to include tax for, it would then look at their country and apply a tax if their country made a match. 
 
Setting Postal, State/Province or Country Tax
  • The first field is for listing the Postal code, state/province or country that you want to set a tax for. 
  • Rate - enter a rate. Make sure to enter in percentage values. Example: a seven and a quarter cents on the dollar should be entered as 7.25. 
  • Rate List-as you enter the rates they will be listed here.
  • Use only if previous tax calculation is zero-in each of the options you can click on this box if you only want that areas rates to be considered if the previous one is zero. This works with the Tax Method Priority that you set up at the top of the page. If you do not check this box, the customer may receive double or triple tax rates if they match more than one tax area set up.
Flat Rate
If you would like to set up a flat rate for all customers, do that here. 
 
Click the Save button at the bottom of the page to save your changes. 
 
 
If you have questions or need help, please open a support ticket by selecting this link Aleyant Support