Tax Profiles

To create a tax profile for a campaign, navigate to CRM → Campaigns to edit a campaign, then navigate to the Tax Profiles section.

Open

Choose Country (or Zone), State (Always ALL when a Zone is selected), and Tax Rate.

Tax Rate must be entered with decimals (.01 = 1%).

Check the Apply to Shipping option to include shipping in the tax calculations.

Check the Exclude Rebills option to exclude the tax calculation on rebills.

Tax cannot be excluded from specific products. All products are taxed.

Region/Country is determined on an order by the shipping address. Non-shippable products will use the billing address if a shipping address is not provided.

VAT (Value-Added Tax)

A tax may be embedded into product prices. Use the Include Tax in Final Price (VAT or GST) option on Tax Profiles. Set campaign product prices without tax included. Then on a live page the calculated taxes should be added to the prices for display to consumers. VAT is added to the product price. For example a 100 EUR product with a 17% VAT will be priced at 117 EUR.

When selecting this option some VAT details are displayed on the Tax Profile. You must still enter the desired tax rate. The VAT details are informational only.

Open

VAT is calculated on all product prices. It is not calculated on shipping.

If using CheckoutChamp hosted pages, the VAT calculation on pages is automatic once enabled on the Tax Profile. If an order is in a VAT region then the taxes are calculated based on that region and added to the product prices for display to consumers. Sales Tax is not displayed independently on pages.

If using Direct API to send orders to CheckoutChamp, the Campaign Query API includes all campaign Tax Profiles with an isVat indicator. Determine the VAT region and use the rates to calculate taxes as needed. This is for display only. When the order is submitted the taxes will be calculated again on our servers. The response from Import Order API or Import Upsell API will include a vatSubtotal amount if VAT was used. Each line item will include a vatPrice amount. Use these values to properly display a receipt.

VAT is calculated on the discounted product price. If a product costs 100 EUR with a 20% VAT and a 10%-off coupon, the final price of the product is 108 EUR (100 x (1 - .10) x (1 + .20)).

VAT should be displayed to consumers inclusive with price. This is automatically handled on campaign email and sms autoresponders. Product prices are adjusted to include tax. It is not handled this way for non-consumer-facing activities. VAT looks the same as sales tax when displayed in CRM. If VAT is sent to gateways or fulfillment houses then it is sent same as sales tax.

The Order Query API response includes a vatPrice amount for each product that was priced with VAT and a currentVatPrice amount for each subscription product that will be priced with VAT at the next billing.

API

There are several tax options available on API endpoints

https://apidocs.checkoutchamp.com

Query Order

This API returns salesTax on both the order and item levels. The response also includes a vatPrice amount for each product that was priced with VAT and a currentVatPrice amount for each subscription product that will be priced with VAT at the next billing. The VAT values are returned only if VAT was used on the order.

Query Transaction

This API returns salesTax on the item level. It does not include anything unique for VAT.

Query Campaign

This API returns all the campaign Tax Profiles

Import Order
Import Upsell

Taxes are automatically calculated from the campaign Tax Profiles, products, and shipping address when an order is submitted. It is not possible to pass a specific tax profile. The API does include a salesTax parameter than can be passed to override the campaign Tax Profiles. This should be the total tax on the order. If product prices are passed they should be exclusive of VAT taxes, if the goal is to use CRM tax reporting.

Order Sales Tax

This API returns the total calculated tax based on campaign, products, and shipping address. Pass the parameter getVatPrices=1 to also return product prices inclusive of VAT.

Reports

CRM > Reports > Customers > Order Summary

The Sales Total, Upsell Total, and Net Revenue columns include taxes. A Sales Tax column is included on the report.

CRM > Reports > Customers > Revenue Summary

Tax is excluded from this report. Revenue, AOV, and Profit do not include taxes. A Sales Tax column is not included on the report.

CRM > Reports > Payments > Transaction Summary

The Sales Amt, Rebill Amt, Gross Revenue, and Net Revenue columns include taxes. A Sales Tax column is included on the report.

CRM > Reports > Payments > Sales Tax

Tax can be accumulated by Country, Postal Code, and Currency. Country can be further segmented by State. The report provides a total tax for each grouping.

Others

All other reports include tax in the report totals (Affiliates, Projected Billing, Retention, etc).

Notifications

A tax summary email is sent on the first of each month to all emails listed under Account > Notifications > Summary Emails. The email summarizes the previous month tax by Country and includes an attachment by State.