Accumula Integrations are set by default to Match on Tax Code Name. Accumula will match the names of the Tax Rates in Magento to the name of a Sales Tax Code in point of sale and assign the appropriate Sales Tax Code to the sale. You may choose to use the “Match on Tax Code Name” feature by selecting it in the Taxes tab in the Accumula Settings Pane:
In Magento, goto Sales > Tax > Manage Tax Zone and Rates to ensure that taxes are setup correctly.
American Stores - Goto Sales > Tax > Manage Tax Zone and Rates.
Create a Tax Rate for each State your company has locations in. Each Tax Rate Name (Magento calls these Tax Identifiers) must match the name of the Sales Tax Code in point of sale exactly (ie. NY Tax or CA Tax). Some default Magento Tax Rates may include a wildcard * that is populated by zip code (ie. US-CA-*-Rate 1). The * will block matching so must be removed from the Tax Rate Name.
Create a Tax Rate for each State your company has locations in. Each Tax Rate Name (Magento calls these Tax Identifiers) must match the name of the Sales Tax Code in point of sale exactly (ie. NY Tax or CA Tax). Some default Magento Tax Rates may include a wildcard * that is populated by zip code (ie. US-CA-*-Rate 1). The * will block matching so must be removed from the Tax Rate Name.
Canadian Stores - Goto Sales > Tax > Manage Tax Zone and Rates.
Create a Tax Rate for each Canadian Province and set the appropriate rate for each Province. Each province must have a unique Tax Rate whose Tax Identifier matches a unique Sales Tax Code in point of sale (ie. AB, ON, BC, etc). Since Tax values for HST, GST, and PST can vary from province to province, each province must have a unique Tax Rate Name and Rate to ensure that tax calculations are correct on each sale.
Stores in Other Countries - see Tax Inclusive Pricing
Other Tax Modes:
Tax Inclusive Pricing
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