SAP Business One

Taxes [Sana 9.3.5]

 NOTE

Applies to: Sana 9.3.5

If you use Sana 9.3.1 - 9.3.4, please read the article "Taxes [Sana 9.3.1 - 9.3.4]"

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.

 NOTE

Customers can see product prices including tax in the web store catalog only if taxes are configured for the items 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 Web Store tab, you can see Prices Include Tax setting, using which you can set up taxes 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
Prices Include 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 Prices Include Tax in the Business Partner Master Data > Web Store.

 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 Prices excluding tax option in the Web Stores window on the Pricing tab, all product prices will be shown to a customer without tax in the Sana web store regardless of other tax settings.

Prices including tax

If you select the Prices including tax option in the Web Stores window on the Pricing tab, all product prices will be shown to a customer with tax in the Sana web store regardless of other tax settings.

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. 

 NOTE

If you use the OSTA tax group, the product prices will be shown without tax on the product list pages and product details pages in the Sana web store. Since the OSTA tax group uses the shipping-based tax, the product prices including tax are shown only in the shopping cart and on the Order overview checkout step.