Sales Tax by Zip Code

This screen lets you set up the tax code tables for ShopSite to calculate sales tax using the customer's Zip Code.

Apply tax to selected countries

Check this box to turn on the Sales Tax by Zip Code feature for the listed countries. Click the Configure button to go to the States and Countries screen and select which countries to include. ShopSite will use the Zip Code to calculate the sales tax only for the selected countries.

Column Name	Description	Example
Pattern	Enter the Zip Code patterns you want to use for this tax zone. By default, ShopSite has definitions for the 5-digit Zip Codes used in the United States. You can use a question mark (?) as a match for any final characters. For example, 8086? would match any ZIP code from 80860 to 80869, and 808?? would match any code between 80800 and 80899. If two patterns match the code entered by a customer, ShopSite will use the pattern that has the most precise match. For example, if you define one pattern as 808?? and another one as 8086? and a customer enters 80863, ShopSite will apply the tax rate defined for 8086? because it is a more precise match. ShopSite will match Five-plus-Four Zip Codes with 5-digit patterns in this table if there are no Five-plus-Four patterns defined. For example, if the customer enters 12345-6789, it will match with the pattern 123??. If you are using Five-plus-Four patterns, you may want to include variations, such as using a hypen (-) or space to separate the four digit block.	71???, 808??, 8090?, 809013???, 80901-3???, 80901 3???
Tax Zone	Enter the name for the tax zone defined by the Zip Code pattern. By default, ShopSite has tax zone names for the United States. The tax zone name is used for the sales tax line-item in the shopping cart totals.	Colorado Tax
Tax Rate	Enter the percent tax rate to use when calculating tax for this zone. The tax rate will be displayed with the tax zone name for the sales tax line-item in the shopping cart totals.	6.25
Use?	Check the box beside the Zip Code patterns you want to calculate tax for. If the customer's Zip Code doesn't match one of the pattens you are using, the default (first) tax code will be applied.	(Checked)/(Unchecked)

Column Name

Description

Example

Pattern

Enter the Zip Code patterns you want to use for this tax zone. By default, ShopSite has definitions for the 5-digit Zip Codes used in the United States.

You can use a question mark (?) as a match for any final characters. For example, 8086? would match any ZIP code from 80860 to 80869, and 808?? would match any code between 80800 and 80899. If two patterns match the code entered by a customer, ShopSite will use the pattern that has the most precise match. For example, if you define one pattern as 808?? and another one as 8086? and a customer enters 80863, ShopSite will apply the tax rate defined for 8086? because it is a more precise match.

ShopSite will match Five-plus-Four Zip Codes with 5-digit patterns in this table if there are no Five-plus-Four patterns defined. For example, if the customer enters 12345-6789, it will match with the pattern 123??. If you are using Five-plus-Four patterns, you may want to include variations, such as using a hypen (-) or space to separate the four digit block.

71???, 808??, 8090?, 809013???, 80901-3???, 80901 3???

Tax Zone

Enter the name for the tax zone defined by the Zip Code pattern. By default, ShopSite has tax zone names for the United States. The tax zone name is used for the sales tax line-item in the shopping cart totals.

Colorado Tax

Tax Rate

Enter the percent tax rate to use when calculating tax for this zone. The tax rate will be displayed with the tax zone name for the sales tax line-item in the shopping cart totals.

6.25

Use?

Check the box beside the Zip Code patterns you want to calculate tax for. If the customer's Zip Code doesn't match one of the pattens you are using, the default (first) tax code will be applied.

(Checked)/(Unchecked)

Number of tax zones to use

The default for this is 79, which includes prepopulated tax zones for the United States and Canada. If you need additional zones, use this drop-down menu to create more. 200 tax zones is the upper limit.

Note:

While there is no overhead to having more fields than you need, you can reduce the number of tax zones using this menu. All zones beyond the number selected will be truncated from the table above. Any changes made to the table before modifying the number of tax zones may be lost if the number of zones is reduced.

Once you have finished configuring your Zip Code based sales tax table, click Save Changes to save your settings and return to the Commerce Setup screen, or click Cancel to abandon your changes.

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Last updated: December 01, 2014
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