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CCP - Data - Setting Country Specific Tax Treatments in Bulk
CCP - Data - Setting Country Specific Tax Treatments in Bulk

Adding & updating country specific tax treatment overrides in bulk via spreadsheet

Dylan West avatar
Written by Dylan West
Updated over a week ago

It is possible in Cloud Commerce Pro to set country specific tax treatments against any product variation in your inventory that act as an override for your default treatment. Each variation can have any number of treatments for any number of countries if required. This is particularly useful as not all products will use the same treatment in every country you sell to.

This guide will cover adding and updating country specific tax treatments in bulk via spreadsheet using the product import / export functionality of Cloud Commerce Pro.

For a guides on how to set this manually on a single product variation or how to set your default tax treatment in bulk, click the links below:

Contents:

1. Admin Centre

From the Admin Centre in Cloud Commerce Pro, click the Products button.

2. Product Ranges

On the Product Ranges screen, click the Exports button.

3. Product Exports

Click the Export Products button to generate a fresh export of your inventory. When updating products via spreadsheet, it is best practice to always work from the most up to date data.

Once generated, your product export will appear at the top of the list. Hover the mouse over the Actions tab and click Download Spreadsheet.

Save the spreadsheet to your device and give it a unique name so you can easily identify it before opening it in your preferred spreadsheet editing tool.

4. Creating the New Spreadsheet

Create a new blank spreadsheet with the following headers to match the example below:

  • SKU - The SKU of the product variation (NOT the range SKU)

  • Country - The country you want the tax treatment to apply to

  • VatTreatment - The specific tax treatment to be applied

These are the only three pieces of information you will need for this import.

Using the product export you produced in the previous steps, copy the SKU's of the product variations you want to add a country specific tax treatment to under the "SKU" header.

Enter the full name of the country you want the override to apply to under the "Country" header. This should be the full name of the country in English. For example: United Kingdom, not UK or Germany, not Deutschland.

Your tax treatment can now be entered against each product variation in the spreadsheet by entering the appropriate tax code under the "VatTreatment" header.

The codes we currently support are as follows:

Name

Tax Code

Standard

S

Reduced Rate

R1

Extra Reduced Rate

R2

Super Reduced Rate

SR

Zero Rate

Z

Flat Rate (UK Only)

FlatRate

ECG Exempt

ECG

VAT Exempt

VEX

The actual percentage of VAT these treatments apply will vary at the point of order depending on which country they are being shipped to.

Consult the table below (right click the table and select "open image in new tab" for the full size version) for the actual tax rate percentage for each treatment in each region.

Please note: Cloud Commerce Pro hold no responsibility for setting the tax treatment for your products. Proceed with caution to ensure you are setting the correct treatment for each product. If you have any doubts about what treatment to use, please consult an accredited accountant or HMRC.

Once complete, save your spreadsheet on your device and head back to the Product Ranges screen in CCP.

5. Return to Product Ranges

From the Product Ranges screen in Cloud Commerce Pro, click the Imports button.

6. Uploading New Spreadsheet

First you need to upload your new spreadsheet before you can import the data into Cloud Commerce Pro.

Click the Upload Spreadsheet button.

Once complete, your spreadsheet will display at the top of the list of available items.

Check the box under "Use" to make this spreadsheet as the one you will be importing from.

7. Run Import Step

Scroll down the page until you find Step 26: Country Product VAT Treatment Import and click the Update Country VAT Treatment button.

The step will update the status as the import processes (press F5 to refresh the screen if not). If you are updating a large amount of products, this can take some time. Once the status shows as complete, your product tax treatments have now been added to the system.

If the spreadsheet fails, a list of errors with the corresponding SKU's will be displayed so you can attempt to fix them on the spreadsheet. If you don't understand the error displayed, please contact our support team for assistance.

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