How do I know what to set a excise tax rule's transactionType to?

darrin


How do I know what to set a rule's transactionType to?

  • a retail rule → applies only if the transaction/order's transactionType is retail.
  • a wholesale rule → applies only if the transaction/order's transactionType is wholesale.
  • both or unspecified → applies to all transaction types. A tax rule only filters by type if it explicitly sets transactionType; otherwise it applies to orders/transactions.

How is the transactionType set on the order?

By default, every transaction is treated as retail unless you set a different transactionType on the order/transaction or you set the client configuration's exciseTax.defaultTransactionType to a different value. So, to make wholesale-only rules work, you must set transactionLine.transactionType = ‘wholesale’ (or set the API default) before calculating taxes.

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How do you setup identity or age verification so that only certain locations need to get verified?

Answer: Use Location-Based Identity Verification. This is enabled via the locationRestrictions.requiresVerification attribute in your application configuration to define which countries and regions require verification. Summary Token of Trust now supports location-based verification requirements through the locationRestrictions configuration. This feature allows you to specify which geographic locations (countries and regions)

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