Magento & Sales Tax (USA)

 All documentation in this document relates to a previous version of the Brightpearl Magento extension which will be deactivated in 2018. If you are using this previous version, please contact us about upgrading.

For help with the current extension, please see the Magento section. 

This help page is for Brightpearl accounts in Sales Tax mode.

When an order downloads from Magento, Brightpearl will apply tax rules to work out which tax code should be assigned to the order. The tax amount will always be taken from Magento.

Tax codes can be manually altered as required, prior to invoicing.


Order price mode

Each order in Brightpearl has a  price mode  which indicates whether the displayed "prices include tax" or "prices exclude tax".

This setting will vary depending on whether Brightpearl and Magento agree on the tax value or not. The Magento tax value for a row will always be respected and overrule what Brightpearl calculates using the assigned tax code. When this happens Brightpearl applies what we call "manual tax", just like manually over typing the value on a manually entered order. The tax value column on an order is only displayed and editable when the order is set to "prices exclude tax" and therefore this tax mode will be set when the tax amount from Magento is different than the value Brightpearl would have calculated.

You will notice when the Magento tax value has overridden Brightpearl as the tax value field will be yellow:

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