The CereTax WooCommerce integration is currently in development and is not yet publicly available. This installation guide is currently for development and testing purposes only.
Follow the steps below to install the CereTax WooCommerce plugin:
1. In your WooCommerce admin page, navigate to Plugins > Add New Plugin.
2. On the Plugins page, select Upload.
3. On the plugin upload page, select the .zip file provided to you for the CereTax plugin. After the file is selected, the plugin will be uploaded, installed, and activated.
After the CereTax plugin is installed, it needs to be configured. Follow the steps below to configure the CereTax plugin:
1. Navigate to Plugins > Installed Plugins.
2. On the installed plugins page, locate the "CereTax Woo Addon" plugin and select "Settings".
3. Under "Connect to CereTax", complete the following fields:
4. Under "General Settings", complete the following fields:
5. Under "Address Validation Settings", complete the following fields:
6. Under "Default Settings", complete the following fields:
7. After you are done setting up or editing your CereTax settings, select "Save"
After your initial CereTax plugin settings are saved, the CereTax plugin is ready to be used.
After CereTax is installed and configured, a test calculation should be done to ensure tax is calculating and displaying as expected. The CereTax plugin calculates tax in two areas of WooCommerce
To validate the CereTax tax calculation is working as expected in the Cart, do the following:
1. Log in as a user on your store
2. Add one or more items to you shopping cart.
3. Open your shopping cart and view the TAX field. The amount should be >$0.
To validate the CereTax tax calculation is working as expected in Checkout, do the following:
1. With one or more items in your Cart, proceed to the Checkout page
2. View the TAX field on the Checkout page. The amount should be > $0.
3. Update the shipping address on the Checkout page to use the address in a different state.
4. View the TAX field on the Checkout page. Validate that the amount is >$0 and different than the amount from Step #2.
In most cases, the Cart and Checkout experience of your site will not look like the screenshots above. However, the taxes calculated by CereTax should display in a field labeled TAX.
When logging is enabled for the CereTax plugin, CereTax API requests and responses will be logged within WooCommerce. To access CereTax logs, do the following:
1. Navigate to WooCommerce > Status from your site's admin page.
2. Select the "Logs" tab on the Status page.
Two CereTax log files are created each day CereTax is used to calculate tax. All requests and responses from each day will be contained in these files.
Logging can be turned off under the General Settings section of the CereTax plugin settings, and log files can be deleted from the Status > Logs page as needed.