Post Reply 
 
Thread Rating:
  • 1 Votes - 1 Average
  • 1
  • 2
  • 3
  • 4
  • 5
Customer Maintenance: Tax Reference field
12-27-2017, 01:03 PM
Post: #11
RE: Customer Maintenance: Tax Reference field
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');

https://www.linkedin.com/in/eclipsepaulbecker
Visit this user's website Find all posts by this user
Quote this message in a reply
12-27-2017, 06:47 PM
Post: #12
RE: Customer Maintenance: Tax Reference field
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
Visit this user's website Find all posts by this user
Quote this message in a reply
12-27-2017, 10:36 PM
Post: #13
RE: Customer Maintenance: Tax Reference field
(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.

https://www.linkedin.com/in/eclipsepaulbecker
Visit this user's website Find all posts by this user
Quote this message in a reply
12-27-2017, 11:03 PM (This post was last modified: 12-27-2017 11:43 PM by HDeriauFF.)
Post: #14
RE: Customer Maintenance: Tax Reference field
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.
Find all posts by this user
Quote this message in a reply
12-27-2017, 11:59 PM (This post was last modified: 12-28-2017 12:00 AM by VortecCPI.)
Post: #15
RE: Customer Maintenance: Tax Reference field
(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

https://www.linkedin.com/in/eclipsepaulbecker
Visit this user's website Find all posts by this user
Quote this message in a reply
12-28-2017, 12:33 AM
Post: #16
RE: Customer Maintenance: Tax Reference field
(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
Find all posts by this user
Quote this message in a reply
Post Reply 


Forum Jump:


User(s) browsing this thread: 1 Guest(s)