(5 replies, posted in Setup)

t sounds like a retailer may have to pay some VAT on the goods they purchase for resale and then that need to be able to offset what they have already paid vs what they collect from the customer.

(Am I guessing correctly?)

Generally in the US we file as tax exempt and then pay the taxes on any goods we consume.

My wife (for example) pays sales tax of List price and then if she sells anything at a discount she needs to request a refund of the difference.

You are being very helpful



(5 replies, posted in Setup)

Ya know I got distracted with the GL account numbers...

My real question is:

Why are there TWO GL accounts associated with a Tax Type?

FA calls them SALES and PURCHASING

How are they used?


What is Account Code 2 used for?


(5 replies, posted in Setup)

When creating Tax Types there are 2 GL Accounts, Sales and Purchasing.

And in the Trading Co, they are both under Accounts Payable.
But (confused) one is named VAT IN and the other VAT OUT

Sales collects tax which needs to be sent to the proper tax collector and it is not our money so I guess I can see it going directly into an A/P account

But Purchasing pays tax on consumables and that is an expense, I can see that there could be reasons for keeping track of taxes paid for other reasons, but not in an A/P account.

Why isn't it set to an Expense account?


So it seems I will have 6 Tax types
FL @ 6% and 5 for the various surcharges used within the state

and then 68 Tax Groups, one for each of the 67 counties
Pasco County (FL 6% + Surcharge 1%)

and one for the rest of the world (Exempt)

And I see how I can link the Customer Branch to the proper Tax Group

ok and I see the Item Tax type can be used to tax different items at different rates (or exempt)

(I am enumerating al this in hopes of the example being useful to others)




I think 'Taxes' should be changed to 'Tax Yypes'

Ok I am a programmer, not an accountant.

I am in the USA and I have to collect Sales Tax.

All of my sales are from my website running osCommerce.

It correctly collects sales tax based upon the delivery address.

I do not see how that can be implemented in FA.

I do see Addng a Customer Account and then Adding a Customer Branch, but there it seems I would need to know what the Tax rates is for each customer.

The tax collected is State (6%) and then an optional County (0% to 1.5% surcharge)

Since my long term goal is to have osCommerce feed sales and customer information to FA maybe my answer is to use the osc tax name (FL - Pasco) as a tax group name and be able to look that up when a customer is created. (Florida has 60+ counties!)

Are the Customer Branches basically SHIPPING Addresses that customer uses?

Here is the direct link with no registration required.

Also other courses as well.


(edit) I just finished that course and it was a good intro, even for a Programmer

too bad they were not selling Pizza and Soda (or Beer)...

Coffee and they antique things called Books smile


(38 replies, posted in Modules Add-on's)

joe wrote:

We have prepared an extension manager for release 2.1. Look at the sticky topic in this forum. We do not have the resources to develop these types of extensions ourselves, but concentrating on the accounting core. This is our main duty.
A couple of companies have been interesting in making a CRM extension to FA and at least one is almost ready. They are waiting for the release 2.1 Beta to ship next week.
I guess they will tell us more when time is ready.


Is there any documented API that extensions can use to perform common actions?

I am guessing that an add-on could provide an access point for osCommerce/Vtiger/etc could interface and the add-on code would convert to the internal API

I too an interested in osCommerce. I am also a "retired" osc core developer