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VAT rates

Open2b lets you manage VAT rates and takes into account the needs arising from selling products subject to different regulations, selling in different countries, and selling to private customers and/or companies.

The elements that allow you to set VAT rates are:

Tax zones

The tax zone indicates the area, expressed by countries, in which a given rate must be applied for the VAT class assigned to the product being sold.

For example, for a VAT class called “VAT 22%” you could have a 20% rate for a tax zone called Italy and a 0% rate for a zone called Europe.

Based on the customer's billing or shipping country, Open2b automatically determines the rate to apply at the time of order (to choose whether VAT is determined based on billing or shipping address see Settings > Options > Documents).

For a customer whose tax zone is not known, for example because they just entered the site and have not placed an order or logged in, the system uses the tax zone of the main customer group.

In each Customer Group you can choose the reference tax zone, and one of these groups will be marked as Main.

When the customer is logged in, their reference tax zone will be used based on the billing data they provided.

Create a tax zone

  1. Go to the Settings section.
  2. Go to the VAT rates subsection.
  3. Select the Tax zones tab.
  4. Click New Zone.
  5. Enter the zone name in the appropriate field.
  6. Select the countries you want to include in the zone.
  7. Select Apply VAT also to companies if you want the VAT rate to apply to companies and not just private customers.
  8. Select The zone is enabled to make it active immediately.
  9. Click Add.

Edit a tax zone

  1. Go to the Settings section.
  2. Go to the VAT rates subsection.
  3. Select the Tax zones tab.
  4. Select the tax zone you want to edit.
  5. Make the desired changes.
  6. Click Save.

Delete a tax zone

  1. Go to the Settings section.
  2. Go to the VAT rates subsection.
  3. Select the Tax zones tab.
  4. Select the checkbox to the right of the tax zones you want to delete.
  5. Click Delete. A new confirmation window will open.
  6. Verify you selected the correct tax zones and click OK.

VAT classes

The VAT class indicates the type of rates that must be managed in the store. For example “VAT exempt art..” or “VAT 4%”, etc.

Create a VAT class

  1. Go to the Settings section.
  2. Go to the VAT rates subsection.
  3. Select the VAT classes tab.
  4. Click New Class.
  5. Enter the code in the appropriate field.
  6. Enter the name in the appropriate field.
  7. Click Add.

Edit a VAT class

  1. Go to the Settings section.
  2. Go to the VAT rates subsection.
  3. Select the VAT classes tab.
  4. Select the VAT class you want to edit.
  5. Edit the fields as desired.
  6. Click Save.

Delete one or more VAT classes

  1. Go to the Settings section.
  2. Go to the VAT rates subsection.
  3. Select the VAT classes tab.
  4. Select the checkbox to the right of the VAT classes you want to delete.
  5. Click Delete. A new confirmation window will open.
  6. Verify you selected the correct VAT classes and click OK.

Rates

Once tax zones and VAT classes are set, you can assign the rate percentage to the resulting combination.

Set or edit a rate

  1. Go to the Settings section.
  2. Go to the VAT rates subsection.
  3. Enter the rate in the box corresponding to the combination between tax zone and VAT class.
  4. Click Save.