Woocommerce-admin: Task List - tax task: automated taxes smart default

[pmcpinto]

User story:
As a new merchant
I want to focus on the most important setup tasks
So I can review some details later

Description: with Jetpack installed and connected, alongside WCS, we have the opportunity to set things up on the users' behalf, and ask them to review and confirm, rather than start from scratch and think.

Acceptance Criteria:

• [ ] If the store has JP installed and connected, WCS active and is located in a country covered by automated taxes, automatically turn on automated taxes and mark the step as completed
• [ ] Trigger the following notification:
  Title: Confirm tax settings
  Content: Automated tax calculations are enabled on your store through WooCommerce Services. Learn more about automated taxes here
  Segmentation: stores with automated taxes automatically enabled
  Timing: when the task is marked as completed
  Cadence: once
  CTA leads to: wp-admin/admin.php?page=wc-settings&tab=tax
  CTA label: Edit tax settings

Event tracking:
We can use the event wcadmin_tasklist_task_completed and eventually add a new value to task_name when this happens: tax_automated

Additional links:
Design mockup

[becdetat]

I don't know what would be involved in automatically turning on automated taxes - is that something that would need to be triggered in Jetpack?

Notification estimate: 1

[joshuatf]

I don't know what would be involved in automatically turning on automated taxes - is that something that would need to be triggered in Jetpack?

Turning on automatic taxes should be pretty straightforward if plugins are installed, Jetpack is connected, and TOS have been accepted. In that case, we just need to update settings for wc_connect_taxes_enabled and woocommerce_calc_taxes to be yes.

Finding the right time to hook into the profiler and do this could be tricky (maybe under completeProfiler()), so I might estimate 2 for that reason.

Estimate: 2.

[timmyc]

I like the estimates above, but also want to re-iterate my thoughts on the smart shipping defaults too: https://github.com/woocommerce/woocommerce-admin/issues/4595#issuecomment-645631421

Again the more we tightly couple our code with extension logic, the more brittle things become. So I think we again make this "step" extensible, and allow for WCS to inject their own logic.

[mattsherman]

This feels around a 2 if we hard-code logic. I'm not sure how much more complexity would be added by making it extensible, but it deserves consideration since, as Timmy mentions, that may make things more robust (less brittle) in the future.

[becdetat]

Some prior art on setting shipping rates up in a similar way: https://github.com/woocommerce/woocommerce-admin/pull/4857

[becdetat]

@pmcpinto Note that the link in the content is https://docs.woocommerce.com/document/woocommerce-services/#section-10, which currently links to "Schedule a pickup". I've changed this to https://docs.woocommerce.com/document/woocommerce-services/#section-12 which is the automated taxes section. It's worth noting that these links aren't evergreen, and would be better with named ids such as /#automated-taxes.