Our US Reseller Partners, that activate a Cloud Store, have an option to add a feature called EZTax. It is highly recommended that you activate EZTax as this will make managing taxes much easier.
If EZTax is not activated, taxation can still be managed manually.
The following starter guide summarizes what you will need to do to manage taxation without EZTax.
The New Customer
A new Customer’s account is created with their first order. The initial order will not include any taxes and will need to be billed separately. These initial invoices will need to be reviewed and then a manual charge needs to be applied to their account. In order to be alerted, to the purchase order done on your Cloud Marketplace by a new Customer, you can modify the invoice notification, for detailed instructions refer to ‘How to: Use Notifications to Identify New Customers’.
Once you have completed the above manual fix you can setup taxation for the new Customer so that it is applied to all subsequent purchases. Following is a summary of the steps (refer to ‘How to: Manually Setup Taxation for New Customers’ for detailed steps):
Step 1: Create tax charge combining State, City and county tax rates
Step 2: Create a tax zone – this indicates the new Customer’s zip code
Step 3: Create a tax rule to link tax charge with tax zone
Step 4: Finally assign the new Customer to the tax zone
IMPORTANT! If the new Customer completes any service renewals or add-on orders before taxation is applied, then these will also need to be corrected by applying manual charges to their account.
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