ERP User GuideSAP Business One

SAP Business One

Taxes



 NOTE

Applies to: Sana 9.3.1 and higher

Every company collects and pays taxes to various tax authorities. The rules and rates vary for countries, states, counties, and cities, and must be updated periodically as tax authorities change their requirements.

In the Sana web store customers can see product prices including tax or excluding, depending on the setup in SAP Business One.

If taxes are configured, they will be calculated and shown in the shopping cart of the Sana web store.

In Sana Admin there are settings that you can use to control presentation of taxes in the shopping cart of the web store. To change tax presentation in the shopping cart, in Sana Admin click: Setup > Ordering & checkout > Tax.

For more information, see "Tax".

Set up taxes in SAP Business One

There are several tax settings in SAP Business One which you can use to show product prices either including or excluding tax to the customers in the Sana web store.

In the Business Partner Master Data window, on the Accounting tab click Tax. On the Tax tab, you can see tax settings which you can set up on the customer (business partner) level.

Click: Web Store > Web Stores. On the Pricing tab, use the Tax Pricing Display field to set up tax settings on the web store level.

Depending on the combination of customer specific tax settings and web store tax setting you can show product prices to your customers either excluding or including tax in the Sana web store.

Business Partner Master Data Tax Settings
Tax Status Select a tax status for a customer:
  • Liable - The customer's transactions include tax calculations.
  • Exempt - The customer's transactions do not include tax calculations.

    If tax status is Exempt, all product prices will be shown to a customer without tax in the Sana web store regardless of other tax settings.

Price Amount incl. tax     You can use this option only when Price based on BP configuration is selected in the web store settings, in the Tax Pricing Display field on the Pricing tab.

Using this checkbox, you can choose whether to show product prices including or excluding tax for each customer individually.
Web Store Tax Settings
Tax Pricing Display Select whether to show product prices to the customers in the Sana web store including or excluding tax or based on business partner configuration.

Using the option Price based on BP configuration, you can choose whether to show product prices including or excluding tax for each customer individually. It works in combination with the option Price Amount incl. tax in the Business Partner Master Data > Accounting > Tax.

 NOTE

If you change any tax settings (on the web store or business partner level), you should Rebuild index for the Customer import task in Sana Admin to apply your changes to the Sana web store. For more information, see "Scheduled Tasks".


Prices excluding tax

If you select the Exempt tax status in the Business Partner Master Data, all product prices will be shown to a customer without tax in the Sana web store regardless of other tax settings.

If you select the Liable tax status in the Business Partner Master Data, you can still show product prices without tax to your customers using one of the following combinations of tax settings:

Scenario 1

Tax Status (Business Partner Master Data) - Liable
Tax Pricing Display (Web Store) - Prices excluding tax

Scenario 2

Tax Status (Business Partner Master Data) - Liable
Price Amount incl. tax (Business Partner Master Data) - No
Tax Pricing Display (Web store) - Price based on BP configuration

Prices including tax

Use the following combinations of tax settings to show prices including tax in the Sana web store:

Scenario 1

Tax Status (Business Partner Master Data) - Liable
Tax Pricing Display (Web Store) - Prices including tax

Scenario 2

Tax Status (Business Partner Master Data) - Liable
Price Amount incl. tax (Business Partner Master Data) - Yes
Tax Pricing Display (Web store) - Price based on BP configuration

Tax Group

You can also select a tax group according to your localization. In SAP Business One click: Web Store > Setup > Parameters.

In the Parameters window, on the Web Store Settings tab, you can select the required tax group.

SAP Business One provides predefined tax groups for each supported localization. Depending on your localization, select whether you are using tax setup from the OSTA or OVTG table in SAP Business One.

ERP User GuideSAP Business One