This document mainly covers the installation areas and specification of the tax integration within WooCommerce. This document provides installation flow.
The CereTax plugin seamlessly integrates with WooCommerce, providing businesses with an efficient solution for automating tax calculations and ensuring compliance with regional tax laws. Designed to simplify tax management, the plugin offers features such as customizable tax rates, detailed tax reports, and real-time compliance tracking, making it ideal for businesses of all sizes. With straightforward setup and configuration, the CereTax plugin ensures accurate tax handling across product categories and checkout processes, reducing manual efforts and enhancing operational efficiency.
Configuring the tax adapter meant to connect the for real time tax calculation. This section helps you with configuration pre-
requisites and detailed steps of configuration.
Pre-requisites – You should be having valid credentials to connect to WooCommerce provided by CereTax. Credentials like – URL, username and password, API Key.
Installing the CereTax plugin
Follow the steps below to install the CereTax WooCommerce plugin:
Home Screen
● Login to your WordPress dashboard.
● Go to Plugins > Add New.
● In the search bar, type "CereTax" and press Enter.
● Find the CereTax plugin in the search results and click Install Now.
● Once installed, click Activate to enable the plugin.
● After activation, navigate to WooCommerce > Settings in the WordPress dashboard.
● Click on the CereTax tab to access the plugin’s configuration settings.
● To connect CereTax with your WooCommerce store, you'll need to provide your API Key.
● Go to CereTax > Settings and enter your API Key provided by the CereTax team.
● Click Save Changes once the key is entered.
● Environment: Make sure you select the correct environment based on whether you are testing or running your live store. Misconfiguration could lead to unintended outcomes.
● Profile: You can create and manage profiles in the CereTax portal under your account settings.
● Enable CereTax: Ensure you have completed the connection to CereTax (as outlined in Step 3-4 ) before enabling this feature. Without the connection, tax calculations may fail.
● Post finalized transactions to CereTax: This option controls whether finalized transactions (completed orders) are automatically sent to CereTax with a status of Posted. Posting a transaction records it in CereTax for compliance, reporting, and future reference.
● Enable Logging: This option allows logging of all communication between WooCommerce and CereTax for debugging or audit purposes.
● Validate customer and vendor addresses: This option allows customers and vendors to validate their addresses during the checkout process, ensuring accurate address details are used for tax calculation.
● Validate addresses on every transaction: This setting automatically validates customer and vendor addresses during each tax request made to CereTax, without requiring manual action from the customer.
Values in these fields are required and cannot be left blank.
● Business Type: The Business Type indicates the category or industry that your business falls under, helping CereTax apply the correct tax rules for your transactions. This is a freeform text field, enter the numerical value only.
Accepted values:
01 - Retail (Default)
02 - Manufacturing Retailer
● Customer Type: This field defines the general classification of your customers, which can influence how taxes are calculated. This is a freeform text field, enter the numerical value only.
Accepted values:
02 - Business/Commercial (Default)
12 - Retail
● Default PS Code: A PS Code (Product or Service Code) is used to classify products or services for tax purposes. Enter the code you want your products to default to. If a product in your store is not assigned a specific PS Code, the Default PS Code will apply.
● Tax Included: This setting determines whether the prices displayed on your store are inclusive of tax.
● After configuring the Select "Save" button to apply the settings.
The priority for PS code in tax calculation is as follows:
• The CereTax PS code added on the product detail page takes the highest priority.
• The second priority is assigned to the PS code added at the product category level.
• Lastly, the PS code set in the plugin settings will be used.
By default, Wordpress will enable auto updates for the CereTax plugin when it is installed.