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Avalara Taxes

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1 parent 3450ae0 commit 09638594aa68f49b8634ea50dd140fcb5e593d59 @npverni npverni committed Dec 8, 2014
@@ -33,4 +33,5 @@ An array of allocation objects with the following fields:
| @total_tax_in_cents@ | An integer representing the total tax charges that will be assessed at the next renewal |
| @total_in_cents@ | An integer representing the total amount owed, less any discounts, that will be assessed at the next renewal |
| @total_amount_due_in_cents@ | An integer representing the existing_balance_in_cents plus the total_in_cents |
+| @uncalculated_taxes@ | A boolean indicating whether or not additional taxes will be calculated at the time of renewal. This will be true if you are using "Avalara":/avalara-sales-tax and the address of the subscription is in one of your defined taxable regions. |
| @line_items@| An array of objects representing the individual transactions that will be created at the next renewal |
@@ -0,0 +1,32 @@
+Chargify provides the ability to automatically collect US and Canada sales tax using the "Avalara AvaTax":http://avalara.com tax service. You define the areas that you are responsible for collecting taxes in, and Chargify does the rest automatically.
+
+h2. Configuring Avalara Sales Tax
+
+h3. Step 1: Set your Tax Origin Address
+
+To begin, make sure that you have a "Tax Origin Address" defined. This is your business's address. Avalara needs a full adress on file to calculate the correct tax rates.
+
+!{width:680px}/images/doculab/avalara-1.png!
+
+h3. Step 2: Configure your Taxable Regions
+
+Next you will define your Taxable Regions. These regions inform Chargify where your company wishes to calculate and report tax.
+
+!{width:680px}/images/doculab/avalara-2.png!
+
+h3. Step 3: Enable Avalara Sales Tax
+
+Finally, click the 'Enable' button in the Avalara Sales Tax section. Note that doing so will disable any existing "custom taxes":/custom-taxes that you have.
+
+!{width:680px}/images/doculab/avalara-3.png!
+
+h2. Marking Products and Components as Taxable
+
+Unless otherwise specified, all products and components are NOT eligible for taxes. Once a tax is defined, you will need to update your existing products and components so that they can be taxed. To do this, edit the product or component and check the 'This product is subject to taxes' checkbox.
+
+You will also want to ensure that the "Require Shipping Address at signup?" checkbox is also checked for each product.
+
+h2. Coupons and Taxes
+
+When applied in conjunction, taxes are applied to the total cost of the subscription AFTER the coupon adjustment has been accounted for.
+
@@ -0,0 +1,44 @@
+Chargify provides the ability to define custom taxes that are collected when a user subscribes to your product.
+
+Taxes are defined on the site level and are available to all product families of the site. To apply a tax to a product or component, you first create the tax and then mark the product or component as taxable.
+
+h2. Creating a Tax
+
+To create a new Tax, click on the Products tab at the top, and then click on the 'Taxes' button. From there, click the 'Create New Tax' button.
+
+!{width:680px}/images/doculab/tax-2.png!
+
+h3. Tax Type
+
+When defining a tax, there are two Tax Types to choose from:
+
+h4. General Tax (i.e. Canadian GST/PST/HST, Australian GST, etc.)
+
+The General Tax allows you to apply a percentage rate tax on a specific geographic region. The region may be as broad as an entire country or as specific as a state/province.
+
+h4. European Union - Value Added Tax
+
+The EU VAT type works just like the General Tax, with a few distinctions:
+* Tax Rules can only be defined on the country level, not state/province
+* EU customers are given the ability to opt out of the tax on the Public Pages if they provide a valid VAT number (Note: only customers outside of your own country are allowed to opt out.)
+
+!/images/doculab/tax-4.png!
+
+h3. Tax Rules
+
+In order to be as flexible as possible, Chargify provides the ability to define your own tax scenarios. Taxes are comprised of one or more 'Tax Rules'. A Tax Rule specifies a geographic region and a percentage rate to be applied to that region. The geographic region can be either an entire country, or a specific state/province within that country.
+
+h2. Marking Products and Components as Taxable
+
+Unless otherwise specified, all products and components are NOT eligible for taxes. Once a tax is defined, you will need to update your existing products and components so that they can be taxed. To do this, edit the product or component and check the 'This product is subject to taxes' checkbox.
+
+You will also want to ensure that the "Require Shipping Address at signup?" checkbox is also checked for each product.
+
+h2. Coupons and Taxes
+
+When applied in conjunction, taxes are applied to the total cost of the subscription AFTER the coupon adjustment has been accounted for.
+
+h2. Tax History
+
+You can view and export a history of all tax charges by clicking the 'View Tax History' button at the top of the Taxes page.
+
@@ -0,0 +1,6 @@
+Chargify offers two types of tax settings:
+
+* **"Custom Taxes:":/custom-taxes** Tax rates defined and maintined by you to collect taxes in any geographic country/region. This includes general use and generic taxes, as well as support for European Union VAT tax.
+* **"Avalara Sales Tax:":/avalara-sales-tax** Automatic sales tax collection for US and Canadian merchants. You pick the areas that you are responsible for collecting taxes in, and Chargify uses the "Avalara":http://avalara.com tax service to find and apply the correct rates.
+
+Click the links above for more details about each tax setting.
@@ -1,7 +1,5 @@
Chargify provides the ability to define taxes that are collected when a user subscribes to your product.
-
-
Taxes are defined on the site level and are available to all product families of the site. To apply a tax to a product or component, you first create the tax and then mark the product or component as taxable.
h2. Creating a Tax
@@ -21,7 +21,6 @@
page "Product Options"
page "Product Components"
page "Coupons"
- page "Taxes"
end
section "Subscriptions" do
@@ -47,6 +46,12 @@
page "Pre-populating Data"
end
+ section "Taxes" do
+ page "Taxes Intro"
+ page "Custom Taxes"
+ page "Avalara Managed Sales Tax"
+ end
+
section "Integration" do
page "Billing Portal"
page "API Integration"
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