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greggles's picture
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Hello folks,

I'm implementing an Ubercart site for a company that is based in California and which must pay taxes in CA. Their research is that they must pay taxes if the billing address is in California, but when I go to add a condition to workflow-ng the shipping address is not available for conditions.

I read through the florida thread which is somewhat helpful if only to help me feel good about the fact that we don't have to deal with per-zip-code taxes (yet!).

So, is the lack of "shipping address" conditions because our understanding of taxes is flawed? Is this a feature that should be added? Is this a configuration that I'm missing? If it's a missing feature I'll be happy to add it.

Thanks in advance.

Ryan's picture
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Joined: 08/07/2007
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Re: Taxes based on Billing Address

Hey Greg, a little confused by the post. If you're looking for shipping address related fields, for some reason we have them labeled as "Delivery address" in the conditions select box (I'll probably change that tomorrow). However, I'm curious if you're actually looking for billing address related conditions. If so, I agree that they ought to be there and will probably either add them in tomorrow or simple make the existing address conditions work for either the shipping or the billing address on an order.

Also, regarding the tax law, it's our experience in KY that we have to charge based on where the merchandise is actually getting delivered regardless of who/where the buyer is. I'm not entirely sure why that is. Smiling Of course, I don't trust KY and CA to have the same tax regulations, so I don't know if your understanding on the taxes is right or not.

If no one replies to this thread w/ more info, you might try sending torgosPizza a PM since he's based in CA.

Ryan's picture
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Re: Re: Taxes based on Billing Address

I ended up deciding on just putting in new conditions instead of modifying the existing ones so I wouldn't break existing shipping/tax configurations. I'm sure I would never hear the end of that one. Sticking out tongue

You can get the latest code through the download at http://bazaar.ubercart.org or hold out for the RC1.

hdez's picture
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How I did it

I also have had to do the same thing (company in CA, pay taxes for orders in CA). Here's how I got it to work (Drupal 5.7; Ubercart 5.x-1.0-beta7):

===First, set up the tax===
1.) Head to Administer > By Module > Taxes
2.) Choose Tax Rates and settings
3.) Choose Make a New Tax Rule and configure the tax accordingly (I live in Alameda County so I put in their sky high rate). I called mine "California Sales Tax"

===Second, configure Workflow-ng===
1.) Head to Administer > By Task > Workflow-ng
2.) Choose to Add a New Configuration from the tabs
3.) From the Event select box, look for the Tax Rule you just created (It will be under the bold and italicized "uc_taxes")
4.) Give your configuration a label and make sure the checkbox is selected next to the option to make it active. Press submit.

===Third, add the first of two, grouped conditions===
1.) Choose Add a Condition
2.) From the select box, choose Check if an Order Can Be Shipped
3.) Alter or leave alone settings on the next page (I left mine alone). Choose submit.

===Fourth, add the second of two, grouped conditions===
1.) You'll find your newly created condition with a little robot next to it inside a box. To the right of this box is an icon that looks like a paragraph with a triangle in the middle. Click it to Indent the Group by Adding a Logical Operation (that's the text in the tooltip).
2.) A bigger box is created with the option to create another condition or edit the condition group. Select Edit this Condition Group.
3.) In the Operator select box, choose AND. When done, choose submit.
4.) Under your previously created condition within the group, choose Add Another Condition to this Group
5.) From the select box, choose Check an Order's Delivery Zone (under Order: Delivery Address). Choose Add when done
6.) Find the appropriate postal zone from the list. When completed, select submit.

===Fifth, add an action===
1.) Choose Add an Action
2.) From the select box, choose Charge a Tax
3.) Supply a label for the action and alter the parameters as necessary (I didn't alter them at all).

You're done. Now test it out with an order and see what happens (mine isn't calculated until a delivery address is entered at checkout).

Good luck!

greggles's picture
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Joined: 12/12/2007
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yeah...
Quote:

5.) From the select box, choose Check an Order's Delivery Zone (under Order: Delivery Address). Choose Add when done

Thanks for the very detailed instructions. The problem is that she believes she needs to do it baesd on the billing zone, not the delivery zone. She is in Davis, CA, which perhaps has different rules than you?

Anyway, I guess Ryan added these conditions already so I'll just wait for the next release.

Thanks, all!

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