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• Miva Docs
• Reference Guide
• Miva 10 TaxCloud

TaxCloud

Third-party tax solutions can help your business manage the increasingly complex world of sales tax. Attempting to manage taxes yourself means:

• Knowing tax regulations and keeping up with the latest changes.
• Accurately calculating taxes on every purchase through your store.
• Spending hours working on collecting and then reporting and paying taxes for your store. 
• Introducing the potential for errors that affect the transparency and trust your customers have in your store.

Using a third-party tax solution helps e-commerce businesses stay compliant, minimize errors and save valuable time and resources, allowing you to do what you do best, sell products your customers want.

Here’s how it works: Your products are assigned a TaxCloud code. When a shopper places an order, the Miva admin sends product and other associated costs, like shipping, to TaxCloud in real time. Then TaxCloud takes the price of the product, the shipping source the code and the customer’s address, and uses that information to deliver an accurate tax calculation to your shopper in real time.

Installation & Setup

To use TaxCloud first install the TaxCloud module found at Settings>Modules.

Next, to configure the module, click Settings>Store Settings and then select the Store Details tab. Scroll to the bottom of the page to the TaxCloud section. Enter your Connection ID that you receive from TaxCloud and the API key they provide.

The “Finalize Taxes When Order is:” setting, establishes when the taxes on an order are finalized. There are three options: Created, Shipped or Never Automatically Finalize Taxes. Of those, either Created or Shipped is the most likely choice.

This section is where you establish your API timeout, as well as the Fallback Tax Rate. If for some reason the admin is unable to reach TaxCloud, the taxes for an order would be based on the fallback tax rate that is entered here. Each store owner’s situation would be unique in terms of the fallback tax rate.

This section also contains the address where orders ship from based on your store settings.

Installing the module also adds two global Tax Identification Codes – for Shipping and Handling – automatically to the Miva admin.

Assigning Tax Codes to Products

There are two different ways to assign tax codes to products:

• Individually, on the product's page
• Through the use of Miva's Import/Export capability

For an individual product, there is a TaxCloud section near the bottom of each product page. That section is where the Tax Identification Code, or TIC, is entered. The TIC is obtained from TaxCloud here: https://support.taxcloud.com/article/109-taxability-information-codes

Likewise, for stores with many products, TICs can be assigned to products in a CSV file which can then be imported into the Miva admin.

After the TIC for the product is entered, TaxCloud will automatically determine and add the tax to the checkout process.

Handling Tax Exempt Customers

Some customers may inquire about being established as tax exempt. In those instances, you would create a customer account in the Miva admin and designate it as tax exempt.

If your store is using TaxCloud, each customer is given a TaxCloud Customer ID number. That customer ID is then used on the TaxCloud side of things to create an Exemption Certificate for that customer.

On the TaxCloud app, in your account center, click Settings>Exemption Certificates and add a new Exemption Certificate for that customer.