How to add and manage tax rules in PrestaShop 1.5-1.6
Tax rules are used in PrestaShop to apply taxes to products. You need to have all the appropriate taxes configured, then you can add them to tax rules and the tax rules are assigned to products. Within a tax rule you can specify the country to which a tax applies, configure its behavior and some other options. A tax rule can contain many taxes.
After you install PrestaShop it has example tax rules that are configured according to the default country that you chose for your store during the installation.
In this article we'll briefly go over these things. For more details and screenshots check out the tutorial on how to manage tax rules in PrestaShop 1.5-1.6.
For information on taxes and tax rates check out the tutorial on how to manage taxes in PrestaShop 1.5-1.6.
Create Tax Rules
To add a tax rule, go to Localization menu>Tax Rules sub-menu in the admin panel and on the page that's displayed click on the button Add new tax rules group (in PrestaShop 1.5 it's labeled Add new). A page with a couple of options will be displayed. Type a name for the rule in the respective field and select whether it should be enabled or disabled; enabled rules can be assigned to products. After that click on the Save and stay button. When you do this an empty table will appear right under the two options. It's for managing the taxes that you'll add to the rule.
To add any of the existing tax rates to the rule click on the button Add a new tax rule; it's above the options. This will display several options right above the table. From the Country drop-down menu select the country to which you want to apply the tax. If the selected country has states/regions, a list of the states will appear. You can select the ones to which you want to apply the tax; to select more than one hold the Ctrl button on your keyboard and select the states. In the field Zip/postal code range you can type a zip code or a whole range (e.g. 0000-5555) to which you want the tax to apply. Leave it blank or set it to 0 if you want it to apply to all zip/postal codes (in the selected country, of course).
From the drop-down menu Behavior you can select how the tax should be applied if more than one tax can be applied to the address of the customer. You can select only the particular tax to be applied, they can be combined, or they can be applied one after the other. From the Tax drop-down menu select the actual tax. In the Description field you can optionally type some information about the tax. After that click on the Save and stay button.
If you want to add more taxes to the rule, click on the button Add a new tax rule again and configure the options.
Manage Tax Rules
When you go to Localization menu>Tax Rules sub-menu you'll see a table with the existing tax rules. To edit the settings of a tax rule, simply click on its Edit button in the table (in PrestaShop 1.5 it's a pencil icon). On the page that opens you can edit the tax rule and the options of the taxes within the rule. You can also remove taxes from that rule and add new ones. The options are the same as when adding a tax rule.
To delete a tax rule, in the table listing the tax rules click on the arrow next to its Edit button and from the menu select Delete. In PrestaShop 1.5 it's an icon that looks like a trash can. If there are products that are associated with the deleted rule, they will be set to No tax; you'll have to assign a new rule to those products.
In the table with the tax rules there's a column Enabled that indicates which rules are enabled and which ones are disabled. Click on the green checkmark or red X sign of rule to respectively disable or enable it.
With the Bulk actions drop-down menu below the table you can delete, enable and disable more than one rule at the same time. Before that you have to mark the checkboxes of the rules in the table.
Add a Tax Rule to a Product
To add a tax rule to a product, on the product form click on the Prices tab, select the rule from the Tax rule drop-down menu and save the change.
For screenshots and more details check out the tutorial on how to manage tax rules in PrestaShop 1.5-1.6.