Sales Taxes

With Nimble AMS, you can charge and collect sales taxes on the merchandise products you sell to your constituents. The sales tax capabilities include:

  • Creating and managing sales taxes for one or more jurisdictions. This includes limited support for Value Added Tax (VAT) or Goods and Services Tax (GST).  
  • Setting which individual products are taxable. 
  • Setting which accounts for tax-exempt constituent are exempted from sales tax.
In this section, you will find information and steps for sales tax configuration.

How Sales Taxes Work in Staff View

Sales taxes are defined by creating sales tax records. On the sales tax record, you set the sales tax rate as a percent, where the tax applies, and what GL Account to use for recording the sales tax charged. 

Staffcan determine which products are taxable by selecting Taxable under Financial Detail on the product. 

Staffcan select Tax Exempt on a constituent's account so they will not be charged sales taxes. 

Within the Order Process

Staff can use the "How do you want to tax?" dialog box to override the Sales Tax Name for the sales tax used for the order item. Staff can also select Tax Exempt to exempt the order item from all sales taxes. The tax for a product calculates when the product is added to the cart and the Order Summary area displays the sales tax in the  Tax & Shipping  field. 

For merchandise product types, theconstituent's Shipping Address is used to calculate the sales tax. If theconstituent does not have a Shipping Address, the constituent'sBilling Address is used to calculate the sales tax. 

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The sales tax selected in the "How do you want to tax?" dialog box must be one associated with the same entity as the product(s) in the order item.

How Sales Taxes Work in Community Hub

The tax for a product calculates when the product is added to the cart. If there are taxable items in the cart, Total Tax is displayed on the Total Details card. If there are no taxable items in the cart at checkout, Total Tax is not displayed on the Total Details card. 

If a taxable item is removed from the cart or if the quantity of a taxable item is updated, Total Tax is updated to reflect the change.

When taxable products are also set as shippable, the Shipping Address card is displayed. If the constituent changes the shipping address and clicks Calculate Tax & Shipping, Total Tax is updated.  

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Nimble AMS, Community Hub, Checkout, Total Details, With Total Tax

How Sales Taxes Work in In-Person Events

For in-person events that are held in locations where event registrations are subject to taxes, such as a value added tax (VAT) or a goods and services taxes (GST), Nimble AMS can charge and collect the taxes from the event attendees.   

To charge tax on an event registration order item:

  • Create an appropriate sales tax, if one does not already exist. 
  • Set the event's location address with the correct location information. 
  • Select Taxable on the registration product that should be taxed.  

Your administrator can add Taxable to the Registration product page layout if it is not already visible.

The location address of the  event is used to calculate the sales tax. If the location address of the event is not set and any of its products are taxable, the constituent 's Shipping Address is used to calculate the sales tax. If the constituent does not have a Shipping Address, the constituent's Billing Address is used to calculate the sales tax. 

Things to Keep in Mind

Administrators should consider the following before configuring a sales tax. 

  • Nimble AMS does not support applying multiple sales taxes to a single product . This includes sales taxes that "piggy back" two or more taxes and are collected by a single jurisdiction but reported to multiple jurisdictions or other combined taxes, such as GST/PST or HST in Canada. 
  • A constituent's account that has Tax Exempt selected is exempt from all sales taxes that would otherwise apply. Nimble AMS does not support tax exemption based on the specific tax. 

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