Magento & VAT / GST

 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 VAT 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.

Making the tax rules work for you

If you are a UK based seller and make a sale to a UK based customer, the tax code is usually driven by the product. So to ensure this is the case, do not assign any tax code to your United Kingdom tax zone, but ensure your products are assigned the relevant tax code.

If you are a UK based seller and make a sale to a customer outside of the UK, then the tax code will usually be driven by the location of the customer. So to ensure this is the case, assign the relevant tax code to your tax zones at Settings > Localization > Tax Zones .

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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