Tax, Currencies, Cart/Checkout Config

Tax configuration involves four components that work together:

1. Product Tax Classes
2. Customer Tax Classes
3. Tax Rates (Zones)
4. Tax Rules

A tag used to group products for taxation purposes.

• Examples: Taxable Goods, Shipping, Digital Products.
• Assigned to products during product creation/editing.
• Location: Stores → Tax → Product Tax Classes

See: Configuring Tax Classes

A tag that allows different tax treatment for different customer groups.

• Examples: Retail Customer, Wholesale, Tax Exempt.
• Assigned to customer groups.
• Location: Stores → Tax → Customer Tax Classes

See: Configuring Tax Classes

Define physical locations (state, city, zip code range) and the tax rate to apply.

• Examples: California 7.25%, New York City 8.875%.
• Can target specific countries, states, zip codes.
• Location: Stores → Tax → Tax Zones and Rates

See: Tax Zones and Rates

Tax rules bring it all together by connecting:

• A Product Tax Class
• A Customer Tax Class
• One or more Tax Rates

Example: "Retail customers buying taxable goods in California pay 7.25% sales tax."

Location: Stores → Tax → Tax Rules

See: Tax Rules

Currency configuration involves two primary elements:

1. Currency Scope (Price Scope)
2. Store's Display Currency

Defines the scope of the base currency and how many different prices a product can have.

• Global: One price for all websites (base currency is global).
• Website: One price per website (each website can have its own base currency).

Location: Stores → Configuration → Catalog → Catalog → Price → Catalog Price Scope

The currency customers see on the frontend. Has Store scope (Store View level).

• Display currency is calculated by applying currency rates to the base currency.
• Allows showing prices in local currency (e.g., USD product priced in EUR for European customers).

Location: Stores → Configuration → General → Currency Setup

See: Currency Configuration, Currency Setup

Checkout configuration options modify look, feel, and behavior. Key settings:

• Enable Onepage Checkout: Standard single-page checkout flow.
• Enable Multishipping Checkout: Allows customers to ship items to multiple addresses.
• Allow Guest Checkout: Permits checkout without account creation.
• Display Mini Cart: Shows cart summary in header on all pages.

Location: Stores → Configuration → Sales → Checkout

See: DevDocs: Checkout

The default checkout flow: shipping and billing on a single page (or progressive steps).

• Enable/disable via configuration.
• Most common checkout type.

Allows customers to ship items to multiple addresses in a single order.

• Enable/disable via configuration.
• Customer selects items → assigns to different addresses → completes payment.
• Useful for gift orders or business scenarios.

Allows customers to complete checkout without creating an account.

• Enable/disable via configuration.
• Improves conversion by reducing friction.
• Guest orders can be converted to customer accounts later.

Displays a cart summary in the header on all pages.

• Shows item count and cart total.
• Clicking opens a dropdown with cart details.
• Configuration controls display and number of items shown.

• Configuring Tax Classes
• Tax Zones and Rates
• Tax Rules
• Currency Configuration
• Currency Setup
• DevDocs: Checkout