Sales Tax Tables

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Create Sales Tax, VAT, GST and PST calculations for orders.
 
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Instructions
Create U.S. Sales Tax tables that automatically calculate and add sales tax to orders.

  1. You can open the Sales Tax dialog or a add a new tax by clicking the appropriate link on the Mailware Explorer. Or, simply click the View Sales Tax Tables link or the Add  icon below. 
     

  1. The following screen will open.

  1. To edit your existing Sales Tax Tables use the Tab key to move between fields and type a different Tax % and check/uncheck Tax on Shipping (this field selects whether shipping charges are taxed).
     

  2. To enter or edit new Locations tab to or click on the Location field. Then, click the button that appears to open the Tax Code Creation dialog.

  1. In the Tax Code Creation dialog you can specify a rate that will be automatically applied on orders based on the Shipping Address in the order.
     

  2. Country - If you select only a country all shipping addresses in that country will be charged the tax rate you enter.
     

  3. State - You can further define the location by specifying a state. All shipping addresses in that state will be charged the tax you enter.
     

  4. Zip - Enter a Zip code to narrow the sales tax to the smallest area. You can enter an entire Zip code or just the first digit(s). For example, enter a Zip Code of "80" and all Zip Codes starting with 80 will be charged this tax.
     

  5. Tax % - Enter the actual percentage to be charged in the format x.xxx (e.g., 6.5% is entered as 6.5 and 5.625% is entered as 5.625)
     

  6. Report Code - You can specify a code that can be used by reports to sort or identify collected sales tax.
     

  7. Tax On Shipping - Check this box to have Mailware include shipping charges in the total sale when calculating tax.
     

  8. Click the button to save and close the dialog and return to the Sales Tax Table or click the button to duplicate the current tax, then make any changes you wish. This method allows you to rapidly add similar taxes (e.g., for several Zip Codes).

    Note: When you save a Tax Code the Sales Tax table will change to reflect the new code in the format: Country Code; State Code; Zip Code; Report Code. In the example above the Location would show: 240;CO;;CO.
     

GST, and PST
Mailware supports Canadian PST and GST as shown in the Tax Chart below. The tax amounts are totaled on the order screen in the Sales Tax field, but can be separated for tax reporting.

  1. View or Add a tax as described above. Or, click a link below.
     View Sales Tax Tables    Add a tax.
     

  2. The following screen will open (but will probably be blank).


     

  3. To edit your existing Tax Tables use the Tab key to move between fields and type a different Tax % and check/uncheck Tax on Shipping (this field selects whether shipping charges are taxed).
     

  4. To enter GST tab to the Locations field or click it. Then, click the button that appears to open the Tax Code Creation dialog.


     

  5. Select a Country of Canada from the pulldown list.
     

  6. Enter a Tax % of 7.
     

  7. Type a Report Code of GST.
     

  8. Click the button to add this tax and return to the Sales Tax table. Then press the Tab key to create a new line and click the button. A blank Tax Code Create dialog will open.

  1. Again select a Country of Canada.
     

  2. Type ON (for Ontario) into the State field. 

    Note: When entering Canadian addresses in Ontario you will need to enter ON in the State field.
     

  3. Enter a Tax % of 15.
     

  4. Type a Report Code of PST.
     

  5. Click the button to save and close the dialog and return to the Sales Tax Table.
     

  6. When you enter orders for your Canadian customers outside of Ontario they will be charged PST. Ontario customers will be charged PST and GST as a total amount on the order (i.e., 15%). The PST and GST amounts can be reported separately using the Report Codes.

 

The following information was deemed accurate at the time of this writing. No representations of accuracy are made by their inclusion. The following is provided for information purposes only.

Canadian Sales Tax (GST and PST)

Goods and Services Tax (GST) applies as follows:

  • GST is a country wide tax for Canada

  • Rate 7%

  • Exemptions:

  1. Exports out of the country require a signed waiver form stating that items are exported. 
     

  2. Canadian Buyers are exempt only if Export Distribution Centre Program Permits. Export Oriented Canadian businesses are allowed with exemption ID’s to be exempt from GST on most inventory, property purchased for to be added to other goods in the course of processing.

 

Provincial Tax (PST) applies as follows:

  • PST is provisional tax for Ontario Province which includes various District like Ottawa and Toronto

  • Rate 8%

  • Exemptions:

  1. Export out of the Ontario Province requires payment of PST

  2. Canadian Manufacturers

  3. Canadian Resellers

 

 

VAT (Value Added Tax)
Mailware supports VAT as shown in the Tax Chart below. The tax amounts are totaled on the order screen in the Sales Tax field, but can be separated for tax reporting.

  1. View or Add a tax as described above. Or, click a link below.
     View Sales Tax Tables    Add a tax.
     

  2. The following screen will open (but will probably be blank).


     

  3. To edit your existing Tax Tables use the Tab key to move between fields and type a different Tax % and check/uncheck Tax on Shipping (this field selects whether shipping charges are taxed).
     

  4. To enter VAT tab to the Locations field or click it. Then, click the button that appears to open the Tax Code Creation dialog.


     

  5. Select a Country of United Kingdom from the pulldown list.
     

  6. Enter a Tax % of 17.5 (or the rate you charge)
     

  7. Type a Report Code of VAT.
     

  8. If you have no other countries to enter, click the button to add this tax and return to the Sales Tax table.
     
    Or,
     
    If you would like to enter VAT for other countries, click the button to duplicate the current tax, then make any changes you wish. This method allows you to rapidly add similar taxes. When you are done adding countries click the button to add this tax and return to the Sales Tax table.
     

  9. When you enter orders for your VAT customers they will be charged the tax rate you entered. This information is available in the report R6100 Daily Sales Tax by Order Date.

 

 

The following information was deemed accurate at the time of this writing. No representations of accuracy are made by their inclusion. The following is provided for information purposes only.

VAT on products can vary between zero and 17.5% as mandatory laid down by Customs and Excise for composite products containing elements of both standard rate VAT and zero rate VAT.

Countries which are exempt from EEC VAT (Sales Tax) are shown in Black.
Countries and territories which are subject to VAT are shown in Blue.



EEC Member States subject to VAT are:

Austria
Belgium
Denmark
Finland
France, including Monaco
Germany
Greece
Ireland
Italy
Luxembourg
Netherlands
Portugal, including the Azores and Madeira
Spain, including the Balearic Islands
Sweden
United Kingdom, and the Isle of Man

Territories of the above Member States, which are not subject to VAT:

Andorra
Jersey
Guernsey
The Aland Islands (Finland)
The Republic of San Marino
The Canary Islands, Ceuta and Melilla (Spain)
The overseas departments of France (Guadeloupe, Martinique, Reunion, St. Pierre and Miquelon, and French Guiana
Mount Athos (Greece)
Cyprus
Malta
Vatican City
Gibraltar
The Faroe Islands and Greenland (Denmark)
Busingen and the Isle of Heligoland (Germany)
Livingo and Campione dItalia and the Italian waters of Lake Lugano (Italy)

 

VAT numbers for each territory are shown.

  • UK (VAT No : GB227198351 )
  • Belgium (VAT No : BE453521619)
  • Denmark (VAT No : DK21832073)
  • Finland (VAT No : FI1540859-4)
  • France (VAT No : FR8435093467500017)
  • Germany (VAT No : DE112144487)
  • Ireland (Vat No : IE9507061A)
  • Italy (VAT No : IT11492960155)
  • Spain* (VAT No : ESG0061466I)
  • Sweden (Vat No : SE 502052817901)
* The Balearic Islands are Spanish and are classified as EC for VAT purposes.
* The Canary Islands, although Spanish, are not classified as EC for VAT purposes and are set up with ROW tax classifications on customer master records