Customizing ProductCart - Tax Exempt Customers

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Tax Exempt Customers

Printed From: ProductCart E-Commerce Solutions
Category: ProductCart
Forum Name: Customizing ProductCart
Forum Description: Exchange messages with other users that are customizing ProductCart.
URL: https://forum.productcart.com/forum_posts.asp?TID=5342
Printed Date: 05-July-2025 at 8:11am
Software Version: Web Wiz Forums 12.04 - http://www.webwizforums.com

Topic: Tax Exempt Customers

Posted By: BYRSC
Subject: Tax Exempt Customers
Date Posted: 06-November-2012 at 12:06pm

In future builds, can there be a way to make customers tax exempt so they are not charged tax when processing their order. We have numerous tax exempt customers that have to be charged taxes due to the current settings in ProductCart when checking out. We inform our customers that the taxes will be taken off or refunded (this does not always please the customer for internal accounting reasons and they do not always remember this). In the future there will most likely be a common tax for all internet purchases, so a tax exempt feature would make a lot of sense.

Replies:

Posted By: Guests
Date Posted: 06-November-2012 at 3:08pm

This would be very simple to add, esp. as the feature already exists for wholesale customers.

If you are not using wholesale customers, one work-around is to flag customers you want to be tax exempt as either wholesale customers or as members of a customer pricing category that has wholesale customer privileges.

Then under Settings -> Manage Taxes, set "Tax wholesale customers?" to "No".

Posted By: Hamish
Date Posted: 06-November-2012 at 7:27pm

Sean is correct.
In addition, if you DO have wholesale customers you could use a pricing category instead. If there are no differences in the limits or products available to wholesale customers then that will be sufficient. Otherwise you will need to make the Customer Category a retail one and then there will need to be, what I suspect will be a fairly small amount of, customisation. (Said without a review of the code).

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Editing ProductCart Code?

See http://wiki.earlyimpact.com/developers/editcode" rel="nofollow - WIKI Guidelines for Editing ProductCart's ASP Source Code

Posted By: Guests
Date Posted: 06-November-2012 at 7:55pm

I haven't reviewed the code either, but given that there's already the logic for tax exempt wholesale customers, that part should be very easy to modify. What would actually be more involved would be to customize the CP to allow for flagging customers, or maybe customer pricing categories, to apply the logic.

Posted By: Hamish
Date Posted: 06-November-2012 at 8:20pm

For a single store and a single pricing category I'd probably "just" hard code the exception for that pricing category.

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Editing ProductCart Code?

See http://wiki.earlyimpact.com/developers/editcode" rel="nofollow - WIKI Guidelines for Editing ProductCart's ASP Source Code

Posted By: Guests
Date Posted: 07-November-2012 at 2:20am

Yeah. I think you are right here, Hamish. It would/should be easy to pick up the given customer pricing category and then just make this one hard coded exception as if it had been set to emulate the logic for wholesale customers.

I consider hard coding "hacking" and less than elegant, but some times it fits the bill.

Meanwhile, as this would actually be very simple for EI to do given current code base, I'm liking (Fb style) @BYRSC's request and "sharing" it with a comment that this could easily be in 4.8 if not 4.7.

Posted By: BYRSC
Date Posted: 07-November-2012 at 9:03am

Thanks for the insight, I completely forgot about the wholesale privileges in regards to tax exemption. I do believe that it would be best in the future to still have the ability to turn on/off a tax exemption on every customer. Also, some customers may be tax exempt for small resale purchases and we do not want to give them all the privileges/discounts that a wholesale customer would receive. Once the government figures how they are going to tax all internet purchases regardless of where it is purchased and where it is shipping, then I think this feature would be highly beneficial in providing a better customer experience for tax exempt customers.

Posted By: gemb
Date Posted: 01-March-2013 at 11:02am

Settings -> Manage Taxes, set "Tax wholesale customers?" to "No"

i did the setting above for tax exempt customers; but the report/receipt i get back from authorize says the customer is not tax exempt, is there anywhere else i could change this in CP that i am not seeing? Authorize says this is coming from the website.

thanks,

Gemma

Posted By: Guests
Date Posted: 02-March-2013 at 1:15am

Hi Gemma,

How are you defining tax exempt customers? That is, are these customers wholesale customer status customers?

I'm also not sure what difference this makes for Authorize.Net. On that end, it should simply be a transaction for the amount of the total order. That is, not sure why anything about tax, let alone tax exemption, needs to be posted to them.

Posted By: gemb
Date Posted: 02-March-2013 at 9:58pm

Hi Sean,

yes, status are wholesale customers. I really have no idea

why it's even on the receipt. I have to talk to my processor maybe it's how they set it up. sales processed with My POS system prints it as Tax Exempt: Y but the one processed through Productcart says Tax Exempt:N. It's not a big thing. I thought there is a setting in the CP that i overlooked.

thanks,

Gemma