Namekey + Exempt + Customer type + parent Tax category > questions

-- HikaShop version -- : 4.2.3
-- Joomla version -- : 3.9.15
-- PHP version -- : 7.3.15
-- Browser(s) name and version -- : Chrome 80

Hi guys, Please:

1 - System > Taxes > Manage Rates > edit: How can I modify the Tax namekey (to remember the use of the tax rate) ?
I'm having back it not editable , What am I missing ?

2 - System > Taxes : In Panama there is an exemption (0%) for the intangible assets. Anyway the Government ask to report “Exempt” on the invoice. So, Should I have to create a new Tax Rule with the Tax “VAT Exempt” into a new “Exempt” Tax Category OR the “None” Tax category (Orders without tax outside EU / Orders without tax inside EU) is yet the case ?

3 - How to add a new Customer type ?
(In Panama sometimes there are some special treatments for government agencies)

4 - Please Where can I read more, having back some examples, about How to use (when is useful) the "parent category" Tax categories ?

Hi Nicolas,

1 - 3 - Thanks

2 - Please, How to report “Exempt” on the invoice when that Tax Rule has been selected ?
As far as I know, there is no a "title" Tax Rule language string and only the field content "0%" would be reported into the invoice...

4 - So, as far as I understand, there is no any relation with the Products Categories and you are suggesting me (that having for example):
- Products > Foods: Tax 10%
- Products > Foods > Alcohol (strongdrink): Tax 15%

To do not build parents categories like:
- Tax Category > Foods: Tax 10%
- Tax Category > Foods > Alcohol (strongdrink): Tax 15%

But build them as:
- Tax Category > Foods: Tax 10%
- Tax Category > Alcohol (strongdrink): Tax 15%

Did I get it right ?

Hi Nicolas,
4 - Thanks. So, the Tax parent category is quite "deprecated"

2 - That's the question. Let me say:

- The Taxes Rates define the namekey + the tax % - Except for the European speech that has been defined with the countries in brackets like: VAT (FR) - the logic would say to create a Tax Rate for each % - Like: Exempt 0% OR IVA 20% etc.

- The Tax Rules define the use of a Tax Rate (%) each time we use it, setting all the conditions. So for example I could have:
---- Tax Rule conditions in Panama and its Tax Category with Tax Rate: Exempt 0%
---- Tax Rule conditions in France and its Tax Category with Tax Rate: Exempt 0%

So:

1 - the one reported on the invoice should be the "Tax Rule" (namekey) field (that could be like a Title Tax Rule field, a small description) and not the "Tax Rate namekey".
This because I can need to show a different description on the invoice like, for example in my case, if it through the Tax Rule 0% Panama I need to show "ITMBS Exempto", while if it through the Tax Rule 0% France I need to show on the invoice "IVA Exempt" etc., there are a lot of cases.
Without this first point we are forced to create a lot of unless Tax Rates with the same % ...

2 - The "Tax Rule" (namekey) field reported on the invoice should be through a Language string (to have that field translatable in a multilanguage site point of view)

3 - Right now I cannot edit the Tax Rate namekey, but if I create a new one with the same namekey of an existing one, with a different Tax %, the old namekey value is overwritten.

Hi Nicolas,

2.1 - 2.2 - what you suggested is not enough do not solve completely the issue, it should be applied on Tax Rule. Let me explain:
- You created the Tax Rate to have a tax rate % for each value (0%, 17%, 19%, 20% etc.) and, as you wrote, for each one we have a fixed namekey.
- Then, you created the Tax Rules to apply the Tax Rates to Tax Categories in different conditions. So, can happen to have 3 different Tax Rules that are using the same Tax Rate (on different conditions):
--- Tax Rule 1: Taxe Rate A% + Tax Category F + conditions
--- Tax Rule 2: Taxe Rate A% + Tax Category G + conditions
--- Tax Rule 3: Taxe Rate A% + Tax Category Y + conditions

So:
A - your workaround, to add a language string, should be done on Tax Rule (this is I suggested to add like a "Title" Tax Rule field), NOT on Tax Rate (namekey). Because, on invoice I should detail why (usually one word) the IVA % is applied to that product.
B - Otherwise, if I am forced to duplicate the Tax Rates for the same %, have no sense to have the Taxe Rates and you could deprecate that feature by adding a % field just into the Tax Rule


2.3 - So, the fact that I cannot edit the Tax Rate namekey, but if I create a new one with the same namekey of an existing one, with a different Tax %, the old namekey value is overwritten... Is it running as expected ?