Testing Taxation Rules

Using this tax calculation tool, you can check what tax amount will be charged for a particular purchase for an existing account (or for a new customer) from a particular country.

To evaluate the tax to be charged:

Note: If there is a discount configured for the default customer class, the tax calculation test will return results which incorporate that discount, even if the customer in the test belongs to another customer class (not the default customer class). However, if there is no discount configured for the default customer class, taxes are calculated taking into account discounts configured for the customer class to which the customer belongs.

1. In Billing control panel, go to System > Settings > Taxation.
2. In the Taxation Rules section, click Test All Taxation Rules. The tax calculator is displayed.
3. Select whether to check the tax amount for an existing customer or for a new one:
   • To check for the existing customer, select Existing Customer. Then click and select the customer account.
   • To check for a new customer, select New Customer. Then click next to the Country field, select the customer's country. If needed, select the State / Province. If a customer can provide the VAT number (for EU residents), mark the VAT Payer checkbox.
4. Click next to the Service Plan field and select the service plan.
5. If needed, you can narrow the calculation down to a particular resource available with the service plan you have selected. In this case, click next to the Resource field and select the resource.
6. Click Test to calculate the tax amount.