Skip to main content

How to Override a Tax Calculation Strategy

In this document, you’ll learn how to override a tax calculation strategy.

Overview

A tax calculation strategy is used to calculate taxes when calculating totals. The Medusa backend provides a tax calculation strategy that handles calculating the taxes accounting for defined tax rates, and settings such as whether tax-inclusive pricing is enabled.

You can override the tax calculation strategy to implement different calculation logic or to integrate a third-party service that handles the tax calculation. You can override it either in a Medusa backend setup or in a plugin.


Step 1: Create Strategy Class

A tax calculation strategy should be defined in a TypeScript or JavaScript file created under the src/strategiesCopy to Clipboard directory. The class must also implement the ITaxCalculationStrategyCopy to Clipboard interface imported from the @medusajs/medusaCopy to Clipboard package.

For example, you can create the file src/strategies/tax-calculation.tsCopy to Clipboard with the following content:

src/strategies/tax-calculation.ts
import { 
ITaxCalculationStrategy,
LineItem,
LineItemTaxLine,
ShippingMethodTaxLine,
TaxCalculationContext,
} from "@medusajs/medusa"

class TaxCalculationStrategy
implements ITaxCalculationStrategy {

async calculate(
items: LineItem[],
taxLines: (ShippingMethodTaxLine | LineItemTaxLine)[],
calculationContext: TaxCalculationContext
): Promise<number> {
throw new Error("Method not implemented.")
}

}

export default TaxCalculationStrategy
Report Incorrect CodeCopy to Clipboard

Note that you add a basic implementation of the calculateCopy to Clipboard method because it’s required by the ITaxCalculationStrategyCopy to Clipboard interface. You’ll learn about the method later in the guide.

Using a Constructor

You can use a constructor to access services and resources registered in the dependency container using dependency injection. For example:

src/strategies/tax-calculation.ts
// ...
import {
LineItemService,
} from "@medusajs/medusa"

type InjectedDependencies = {
lineItemService: LineItemService
}

class TaxCalculationStrategy
implements ITaxCalculationStrategy {

protected readonly lineItemService_: LineItemService

constructor({ lineItemService }: InjectedDependencies) {
this.lineItemService_ = lineItemService
}

// ...
}
Report Incorrect CodeCopy to Clipboard

Step 2: Implement the calculate Method

A tax calculation strategy is only required to implement the calculateCopy to Clipboard method. This method is used whenever the totals are calculated.

If automatic tax calculation is disabled, then the tax calculation strategy will only be used when taxes are calculated manually as explain this guide.

The calculateCopy to Clipboard method expects three parameters:

  • itemsCopy to Clipboard: the first parameter is an array of line item objects.
  • taxLinesCopy to Clipboard: the second parameter is an array of either shipping method tax line or line item tax line objects.
  • calculationContextCopy to Clipboard: an object holding the context of the tax calculation. The object has the following properties:
    • shipping_addressCopy to Clipboard: an optional address object used for shipping.
    • customerCopy to Clipboard: an optional customer object.
    • regionCopy to Clipboard: an optional region object.
    • is_returnCopy to Clipboard: a boolean value that determines whether the taxes are being calculated for a return flow.
    • shipping_methodsCopy to Clipboard: an array of shipping methods being used in the current context.
    • allocation_mapCopy to Clipboard: an object that indicates the gift cards and discounts applied on line items. Each object key or property is an ID of a line item, and the value is an object having the following properties:
      • gift_cardCopy to Clipboard: an optional object indicating the gift card applied on the line item.
      • discountCopy to Clipboard: an optional object indicating the discount applied on the line item.

The method returns a number, being the tax amount for the line items, tax lines, and context provided.


Step 3: Run Build Command

In the directory of the Medusa backend, run the buildCopy to Clipboard command to transpile the files in the srcCopy to Clipboard directory into the distCopy to Clipboard directory:

yarn build
Report Incorrect CodeCopy to Clipboard

Test it Out

Run your backend to test it out:

npx @medusajs/medusa-cli develop
Report Incorrect CodeCopy to Clipboard

To test it out, you can simulate a checkout flow and check the calculated taxes to see if it matches the logic you implemented in the calculateCopy to Clipboard method.

As mentioned earlier, if automatic calculation of taxes is disabled in the region, you have to manually trigger tax calculation as explained in this guide.

Was this page helpful?