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Magento and GST - lets summarise and how to
 
plu_australia
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Joined:  2010-04-20
 

We have been setting up our store for about a month now and finally going through the GST implementation.
Up to now many pages have been read and bits and pieces exist everywhere and all over the web, the problem is none of them are up to date or members simply never returned to post solution(s) .

The Fontis blog is a great place to start but it is still unclear if it covers everything.

Personally Im surprised an extension has not been done for this specific requirement, the changes required look intrusive and probably intimidating to start ups, sure good money can be spent having developers do it but surely this is such a common requirement why would each AU operation have to go and do this each and everytime.

Im not sure about you, but my time is better spent managing the business than needing to understand exactly which files and so on need to be modified in order to become compliant. And then ofcourse where do you turn? Fontis doesnt have a ready made solution and they are the official partner, so where does one turn without spending a whole lot of time figuring out which agencies can do it and don’t charge like wounded bulls.

A bit of a rant sure, I guess the point of this thread is to hopefully encourage those who have been successful with GST implementation to come forward and share their wisdom and hopefully document a succinct implementation guide a lot of us could leverage from without needing to string the bits and pieces we currently see places here and there smile

This may be an ignorant guess on my part but perhaps if we focused on v1.4 that would make it a little bit easier.
Cheers

 
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plu_australia
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Joined:  2010-04-20
 

It doesnt appear there is much support from those who have been there done that.

So here is my attempt at sumamrising the issues and solutions for implementing GST in an Australian Magento store relating to version 1.4.01

Now this info appears here and there on the web but it does become very time consuming digging it all u so hopefully this saves you some time.

Credits go to all the places visited to get this info - you know who you are - cheers

1.Setting up tax (GST) in Magento

System → Configuration → Tax
Tax Classes

* Tax Class for Shipping = Shipping

Calculation Settings

* Tax Calculation Method Based On = Total
* Tax Calculation Based On = Shipping Address
* Catalog prices = Including tax
* Shipping prices = Including tax
* Apply Customer Tax = Before Discount
* Apply Discount On Prices = Including tax
* Apply Tax On = Custom price if available

Default Tax Destination Calculation

* Default Country = Australia

Price Display Settings

* Display Product Prices In Catalog = Including tax

Shopping Cart Display Settings

* Display Prices = Including tax
* Display Subtotal = Including tax
* Display Shipping Amount = Including tax
* Include Tax in Grand Total = No

Order, Invoices, Creditmemos Display Settings

* Display Prices = Including tax
* Display Subtotal = Including tax
* Display Shipping Amount = Including tax
* Include Tax in Grand Total = No

The easiest way to meet the ATO requirements for ABN and contact number on invoices is to add these details to your address information:
System → Configuration → Sales
Invoice and Packing Slip Design

* Address = your address + ABN and phone number

You might also choose to add this information to the transactional email template for invoices. If you want to use the PDF invoices however you will need to alter the address above or modify the PDF rendering.

Another way to customise is to use a commercial extension or the more basic free version http://www.magentocommerce.com/magento-connect/MagentoPycho/extension/3797/custom_pdf_invoice_layout

To set up the 10% GST to be applied on products and shipping, Magento requires the addition of an appropriate tax rate and rule:
Sales → Tax → Manage Tax Zones & Rates

Here we add a tax rate for GST so that Magento will know how much tax to calculate.

To add a rate, click Add New Tax Rate in the top right and fill out the following information:

* Tax Identifier = GST
* Country = Australia
* State = *
* Zip/Post Code = *
* Rate = 10.00

Save the rate and proceed to set up a rule for GST.
Sales → Tax → Manage Tax Rules

Tax rules determines when rates should be applied. In this case we want to set it up to apply GST anywhere in Australia.

Click Add New Tax Rule in the top right and fill out the following information:

* Name = GST
* Customer Tax Class = Retail Customer
* Product Tax Class = Taxable Goods | Shipping
* Tax Rate = GST

Save the rule and GST will be completely set up.

Tax rules to GST free parts of Australia.

Set up 0% tax rates for each of these State/Postcode combinations and add them into your GST tax rule.

Christmas Island WA, 6798
Norfolk Island NSW, 2899
Cocos (Keeling) Island WA, 6799
Lord Howe Island NSW, 2898
Macquarie Island TAS, 7151

Rename Tax to GST

Something that is often overlooked is that you must include a line in your invoices specifically indicating the amount of GST that has been applied. This can be done in a few ways but a simple method is to use the translation files included as part of the locale. This allows for easy replication across websites by copying the files from one site to another.

To modify the translation, creating an app/locale/en_AU directory and copy the Mage_Sales.csv file from the en_US locale into it. Open this file as a spreadsheet (such as in Excel or OpenOffice.org) and find the line with the word “Tax”. Modify the value in the right column to be “GST”. This will appropriately change the text that is displayed to the customer. Do this in the right hand column only.

Rename Invoice to Tax Invoice

Copy the Mage_Tax.csv file from the en_US Open this file as a spreadsheet (such as in Excel or OpenOffice.org) and find the line with the word “Invoice”. Modify the value in the right column to be “Tax Invoice”. This will appropriately change the text that is displayed to the customer. Do this in the right hand column only and save to your newly created en_AU directory

Order Date vs Invoice Issue Date
It looks like this extension will take care of this http://www.magentocommerce.com/magento-connect/Agence+C3/extension/2359/c3-invoice-improver
Magento Connect has its compatibility as 1.3 however the author confirms it for 1.4 here http://www.magentocommerce.com/boards/viewthread/197695/

Rounding Issues
Extract this extension and copy across to the corresponding directory in Magento via FTP
MageExt_FixRound-0.1.0.rar

Shipping Rounding Issues
Copy app\code\core\Mage\Tax\Model\Sales\Total\Quote\Subtotal.php
Open the file in worpad or similar and perform a find and replace for ‘RoundUp’ to ‘Round’ -should replace two instances of the word round up
Create the following directory using FTP /app/code/local\core\Mage\Tax\Model\Sales\Total\Quote\ and copy the modified Subtotal.php

This is everything I have implemented myself so far and so far so good, as I continue to refine and find things will update this post - feel free to correct me and so on.

 
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michaelc
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Hi plu_australia,

Thanks you so much for this, I was about half way through getting this right until I found your post.
This has helped a lot in completing what I was looking for.

I did take the Mage_Tax.csv and the Mage_Sales.csv translation a set further and replaced all “Tax” instances in the translation to be GST.
The template I am using now reflects the correct descriptions and customer advice on the GST.

Many thanks for posting this.

Cheers.

 
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xinnerz
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Total Posts:  2
Joined:  2010-10-02
 

Hi,

Tax to GST does this just change it in reports? on the cart page it still displays \\\"grand total incl tax\\\” and \\\"grand total excl tax\\\” ive scoured the xml and phtml maze and im not finding anything. 

How does magento know to use en_AU is there somewhere I need to turn it on?  This is the last thing I need to do before going live it seems like an easy thing to do and it has just stumped me any help would be greatly appreciated.

Eric.

 
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plu_australia
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Total Posts:  132
Joined:  2010-04-20
 
michaelc - 28 July 2010 05:04 PM

Hi plu_australia,

Thanks you so much for this, I was about half way through getting this right until I found your post.
This has helped a lot in completing what I was looking for.

I did take the Mage_Tax.csv and the Mage_Sales.csv translation a set further and replaced all “Tax” instances in the translation to be GST.
The template I am using now reflects the correct descriptions and customer advice on the GST.

Many thanks for posting this.

Cheers.

A belated ‘your welcome’ from me

 
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plu_australia
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Total Posts:  132
Joined:  2010-04-20
 
xinnerz - 02 December 2010 01:35 PM

Hi,

Tax to GST does this just change it in reports? on the cart page it still displays \\\"grand total incl tax\\\” and \\\"grand total excl tax\\\” ive scoured the xml and phtml maze and im not finding anything. 

How does magento know to use en_AU is there somewhere I need to turn it on?  This is the last thing I need to do before going live it seems like an easy thing to do and it has just stumped me any help would be greatly appreciated.

Eric.

Hi Eric,

Cleanest way to do this is not through phtml or xml files rather through the transalton files:

To modify the translation, creating an app/locale/en_AU directory and copy the Mage_Sales.csv file from the en_US locale into it. Open this file as a spreadsheet (such as in Excel or OpenOffice.org) and find the line with the word “Tax”. Modify the value in the right column to be “GST”. This will appropriately change the text that is displayed to the customer. Do this in the right hand column only.

Simply do I find/replace on the word tax, although I personally went through the file and hand picked what I wanted to be changed over, on the option for \\\"grand total incl tax\\\” and \\\"grand total excl tax\\\” is there also, although my understanding this appears on the Admin end only, on the front end it appears as ‘Grand Total’.

In regards to how does Magento know to use the English_AU directory, I honestly have no idea but it does, you could overwrite the English_US dorectory with the updated Mage_Sales.csv file but my understand is that would be overwritten if you were to update Magento.

 
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plu_australia
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Total Posts:  132
Joined:  2010-04-20
 
xinnerz - 02 December 2010 01:35 PM

Hi,

Tax to GST does this just change it in reports? on the cart page it still displays \\\"grand total incl tax\\\” and \\\"grand total excl tax\\\” ive scoured the xml and phtml maze and im not finding anything. 

How does magento know to use en_AU is there somewhere I need to turn it on?  This is the last thing I need to do before going live it seems like an easy thing to do and it has just stumped me any help would be greatly appreciated.

Eric.

Hi Eric,

Cleanest way to do this is not through phtml or xml files rather through the transalton files:

To modify the translation, creating an app/locale/en_AU directory and copy the Mage_Sales.csv file from the en_US locale into it. Open this file as a spreadsheet (such as in Excel or OpenOffice.org) and find the line with the word “Tax”. Modify the value in the right column to be “GST”. This will appropriately change the text that is displayed to the customer. Do this in the right hand column only.

Simply do I find/replace on the word tax, although I personally went through the file and hand picked what I wanted to be changed over, on the option for \\\"grand total incl tax\\\” and \\\"grand total excl tax\\\” is there also, although my understanding this appears on the Admin end only, on the front end it appears as ‘Grand Total’.

In regards to how does Magento know to use the English_AU directory, I honestly have no idea but it does, you could overwrite the English_US dorectory with the updated Mage_Sales.csv file but my understand is that would be overwritten if you were to update Magento.

Hope this help, attached is my Mage_Sales.csv file you may want to try out.
Jeff

 
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ChedR
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Hi there,

I believe that I have followed these instructions, however my shopping cart still says Tax and I’m seeing a weird shipping tax scenario now:
I have changed the word tax to GST in the mage files as noted.

The current shopping cart shows the following:

Subtotal $29.99
Shipping & Handling (Flat Rate - Fixed ) $5.00
Tax $0.45
Grand Total $34.99

So it appears that the sub total is GST inclusive, shipping is not, as tax is being applied to the Shipping + handling.

Am i missing something?

I’d be most grateful for any assistance.

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Screen shot 2010-12-13 at 11.51.25 AM.png
 
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mattdev_nz
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ChedR - 12 December 2010 06:50 PM

Hi there,

I believe that I have followed these instructions, however my shopping cart still says Tax and I’m seeing a weird shipping tax scenario now:
I have changed the word tax to GST in the mage files as noted.

The current shopping cart shows the following:

Subtotal $29.99
Shipping & Handling (Flat Rate - Fixed ) $5.00
Tax $0.45
Grand Total $34.99

So it appears that the sub total is GST inclusive, shipping is not, as tax is being applied to the Shipping + handling.

Am i missing something?

I’d be most grateful for any assistance.

Hi Ched

Have a look in System / Config / Sales / Tax / Calculation Settings

with attention to “Catalog Prices” and “Shipping Prices”

this should make more sense - you have Shipping as GST inclusive when you enter the Shipping Price it appears ?

Also “Price Display Settings” are what is shown in Frontend

I have done this many times for AU and NZ sites, PM if you need help

Attached Tax File is from version CE 1.4.1.1 - place it in /app/locale/en_US or create en_AU folder and place in there depending on how your localization is set up -

As always, ** make sure you rename existing file first as a backup **

The file will change every reference from “Tax” to “GST” in the front end and also including the backend of Mage.

Cheers,

Matt.

File Attachments
Mage_Tax.zip  (File Size: 2KB - Downloads: 216)
 
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Dorgo
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plu_australia - 05 December 2010 03:24 PM


In regards to how does Magento know to use the English_AU directory, I honestly have no idea but it does, you could overwrite the English_US dorectory with the updated Mage_Sales.csv file but my understand is that would be overwritten if you were to update Magento.

Did you just move that single file to the new en_US or copy the whole directory?

Does locale fall-back to en_US like the base directory in /app/design so you can just override the ones you want?

 
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sam_nz
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Thanks for the information provided by everyone

I have tried everything but cannot get Tax to change to GST

I changed both the en_NZ and after getting desperate the en_US versions of the Mage_sales.csv files with all instances of Tax changed to GST in the right column with no avail

I even flushed and deleted the cache data, reindexed, tried a different browser and nothing worked!

I checked my locale, changed it to en_US and back to en_NZ, still no luck!

Can anyone please point me in the right direction?

UPDATE:
I finally managed to solve the problem, by accident! I had something else go wrong, the price wasn’t showing on product pages and I found somewhere on the forum where they said it was due to the changes in 1.4.2 which some templates might not reflect so I reverted to the default one and everything worked! The funny thing was I used magento connect to install the template and even though the template supports 1.4.2 it installs 1.4.1 which I found strange, so I manually installed the right version and everything is ok now

 
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putrapedrosa
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saya bener-bener salute dengan ide anda. ini info yang menarik banget.

 
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