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Tax Free Holiday

To setup a temporary suspension of sales tax, you can use the modifier option for each applicable sales tax rule.

 

Follow the steps below to add modifiers to a Sales Tax Rule.

 

Step

Action

1

Click on the Modifiers link of the Sales Tax Rule.

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2

Click on the Add Modifier button to access the Editing window.  

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3

Enter the information for the three fields as described below.

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  1. Modifier Type - Modifier Types are created in Technical Configurations under Sales Tax Modifier Type.  The default values are:

    • Luxury Tax

    • Tax Reduction

    • Other

  2. Priority - CORESense automatically sets the priority level for a Modifier based on the order in which it was created.  The user can modify this value.

  3. Rate Modification - Enter the negative value of the existing state tax. Example, if the tax rate is normally 7.5 %, enter the modified value as (-7.5).

4

Click Update and the Modifier Type is listed in the box above.

5

Click on the Modify Schedule link to specify the date and time range during which the Modifier is active.

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6

Click Add Schedule to enter dates and times. Click on the calendar and clock icons to select date and time or enter them into the fields directly.   

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7

Click Update to finish editing the Schedule and the schedule displays in the box above. Additional schedules can be assigned to the Sales Tax Rule.

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  • Click on the hammer-wrench.png next to the schedule to edit it.

  • Click on the icon-checkbox.png next to the schedule to remove it.

8

All products assigned to that tax rule will be tax free based upon the schedule that is set.

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9

For shipping tax rules, manually zero-out the existing tax rate for the tax free period. Once the tax free holiday is over, reset the rate back to its original value.

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Note: If a Tax Rule has multiple modifiers, they are evaluated in priority order and all that satisfy the Modify Threshold and/or Modify Schedule criteria are applied.

 

 

 

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