Overview
To allow Zamp to handle all of your sales tax calculation and filing needs, read through the following information ahead of your installation call.
How Zamp Connects with your BigCommerce Store
Zamp's integration is a fully certified application on the BigCommerce marketplace. Zamp only has access to the required scopes, which are necessary for all functions.
Orders
Products
Customers
Information and Settings
API Tokens
Prior to Enabling
To ensure accurate taxation, and so that transactions successfully flow over to Zamp, you will need to complete the following actions. It is highly recommended you do not enable calculations or transaction posting until these steps are completed.
Mapping Products
With the assistance of your Zamp representative, review the following Tax Codes to ensure your products are mapped correctly.
If this process is not completed, calculations made for your customers may be incorrect.
Mapping is contained with your Products section within your BigCommerce store. Under Advanced Pricing, you will be able to map a Zamp tax code to the Tax Provider Tax Code field.
As a fallback, you can set a Default Product Tax Code within the Zamp Tax app.
Mapping Customer Exemptions
If you sell to tax exempt customers, ensure you take the time to map exemptions to your individual customers or your customer groups.
If this process is not completed, tax exempt customers will be incorrectly charged tax.
Support Exemption Types
RESALE EDU_PRIVATE EDU_PUBLIC FEDERAL_GOV | LOCAL_GOV NON_PROFIT STATE_GOV TRIBAL |
Individual Customer Exemption Mapping
A single customer can be designated with an entity exemption in their Tax exempt code field under their Customer details.
Customer Group Exemption Mapping
Exemptions for a customer group is controlled within the Zamp Tax application.
If a customer has an individual exemption AND a customer group, the individual exemption will be respected.
Fallback Tax
In the event of an outage or issue with Zamp or the integration itself, fallback tax allows orders to have a basic sales tax rate handle calculations during the outage. You can set:
A flat rate of 10% on every order
Pros:
Set and forget
Cons:
Overcollection on many jurisdictions
Tax on states you do not have nexus in
Basic tax settings
Pros:
Closer to accurate rates
Cons:
Upfront work to configure
As a reminder, this is a precautionary measure. Zamp's integration is stable, and will handle calculations for 99.9% of your transactions.
Transaction FAQs
Why do my transactions not post to Zamp even when enabled in the app?
Under Settings > Tax > Zamp Tax, ensure Please submit my order data is checked.
Ensure that One or more countries has United States or Canada (depending on where you are selling.
When do transactions post to Zamp?
They post depending on what setting you have set under your Store tax settings. Your Tax document submission setting determines posting behavior.
Why does gross sales for a transaction not match what is in Zamp?
Due to differences between BigCommerce's platform requirements and Zamp's, we'll adjust the gross sales amount to ensure the tax calculation amount provided to BigCommerce is accepted. We will always prioritize the tax calculation amount.
How is shipping taxed?
Shipping is taxed with its own rules in Zamp. As long as you have your shipping type configured in Settings > Shipping, Zamp will be able to apply shipping logic on it.