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Customer Maintenance: Tax Reference field - Printable Version

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RE: Customer Maintenance: Tax Reference field - VortecCPI - 12-27-2017

Okay then... Here is what I have after Round Two...

I simply created a Tax Group with each possible tax rate for FL so it can be associated with each FL Branch. I then created a Tax Authority for each Tax Group and assigned the applicable tax rate. Basically a one-to-one relationship and a bit if a hack to get us going.

INSERT INTO `taxauthorities` (`taxid`, `description`, `taxglcode`, `purchtaxglaccount`, `bank`, `bankacctype`, `bankacc`, `bankswift`) VALUES
(1, '6.0% Sales Tax', '2320', '2330', '', '', '', ''),
(2, '6.5% Sales Tax', '2320', '2330', '', '', '', ''),
(3, '7.0% Sales Tax', '2320', '2330', '', '', '', ''),
(4, '7.5% Sales Tax', '2320', '2330', '', '', '', ''),
(5, '8.0% Sales Tax', '2320', '2330', '', '', '', '');

INSERT INTO `taxauthrates` (`taxauthority`, `dispatchtaxprovince`, `taxcatid`, `taxrate`) VALUES
(1, 1, 1, 0.06),
(1, 1, 2, 0),
(1, 1, 3, 0),
(1, 1, 5, 0),
(2, 1, 1, 0.065),
(2, 1, 2, 0),
(2, 1, 3, 0),
(2, 1, 5, 0),
(3, 1, 1, 0.07),
(3, 1, 2, 0),
(3, 1, 3, 0),
(3, 1, 5, 0),
(4, 1, 1, 0.075),
(4, 1, 2, 0),
(4, 1, 3, 0),
(4, 1, 5, 0),
(5, 1, 1, 0.08),
(5, 1, 2, 0),
(5, 1, 3, 0),
(5, 1, 5, 0);

INSERT INTO `taxcategories` (`taxcatid`, `taxcatname`) VALUES
(1, 'Taxable Supply'),
(2, 'Luxury Items'),
(3, 'Exempt'),
(5, 'Freight');

INSERT INTO `taxgroups` (`taxgroupid`, `taxgroupdescription`) VALUES
(1, 'Exempt'),
(2, '6.0% Sales Tax'),
(3, '6.5% Sales Tax'),
(4, '7.0% Sales Tax'),
(5, '7.5% Sales Tax'),
(6, '8.0% Sales Tax');

INSERT INTO `taxgrouptaxes` (`taxgroupid`, `taxauthid`, `calculationorder`, `taxontax`) VALUES
(2, 1, 0, 0),
(3, 2, 0, 0),
(4, 3, 0, 0),
(5, 4, 0, 0),
(6, 5, 0, 0);

INSERT INTO `taxprovinces` (`taxprovinceid`, `taxprovincename`) VALUES
(1, 'State Sales Tax');


RE: Customer Maintenance: Tax Reference field - TimSchofield - 12-27-2017

The taxes system is very complex to set up. This is because there are many different Sales/Purchase tax systems around the world and it was designed with the flexibility to work with them all. If you are not an accountant I would advise a discussion with an accountant in your tax area first.

Tim


RE: Customer Maintenance: Tax Reference field - VortecCPI - 12-27-2017

(12-27-2017, 06:47 PM)falkoner Wrote: The taxes system is very complex to set up. This is because there are many different Sales/Purchase tax systems around the world and it was designed with the flexibility to work with them all. If you are not an accountant I would advise a discussion with an accountant in your tax area first.

Tim

Agreed my friend -- Complex but VERY flexible.


RE: Customer Maintenance: Tax Reference field - HDeriauFF - 12-27-2017

My situation is actually very simple: I need to have my system to be tax exempt for all US states except NJ. How does webERP detect if the shipping destination is in or out of state to apply the rate?
I think I figured it out. The destination is actually understood by the system by assigning a tax group to the customer branch. The system does not detect if in or out of state, you will have to tell him: this shipping address -> this taxing pattern.


RE: Customer Maintenance: Tax Reference field - VortecCPI - 12-27-2017

(12-27-2017, 11:03 PM)HDeriauFF Wrote: My situation is actually very simple: I need to have my system to be tax exempt for all US states except NJ. How does webERP detect if the shipping destination is in or out of state to apply the rate?
I think I figured it out. The destination is actually understood by the system by assigning a tax group to the customer branch. The system does not detect if in or out of state, you will have to tell him: this shipping address -> this taxing pattern.

Yes. Set all Branches to Exempt Tax Group except those in NJ.

NJ is a destination-based state so you must charge Sales Tax applicable to the destination location.

https://blog.taxjar.com/charging-sales-tax-rates

Just one rate for the entire state? How nice!

http://www.sale-tax.com/NewJersey_all


RE: Customer Maintenance: Tax Reference field - HDeriauFF - 12-28-2017

(12-27-2017, 11:59 PM)VortecCPI Wrote:
(12-27-2017, 11:03 PM)HDeriauFF Wrote: My situation is actually very simple: I need to have my system to be tax exempt for all US states except NJ. How does webERP detect if the shipping destination is in or out of state to apply the rate?
I think I figured it out. The destination is actually understood by the system by assigning a tax group to the customer branch. The system does not detect if in or out of state, you will have to tell him: this shipping address -> this taxing pattern.

Yes. Set all Branches to Exempt Tax Group except those in NJ.

NJ is a destination-based state so you must charge Sales Tax applicable to the destination location.

https://blog.taxjar.com/charging-sales-tax-rates

Just one rate for the entire state? How nice!

http://www.sale-tax.com/NewJersey_all

YES!! All done! thank you for your responses, it helped me to understand the webERP tax aspect