varying sales tax for a supplier/customer

If supplier invoice tax is unique beyond tax on items, what we've done to pay utilities, bills, etc through creating an invoice is by adding "GL Items for this Invoice", then you just choose your Tax Accounts (GST / PST) and manually put the amounts in.

Ya I think FA has it ready for GL accounts to be able to tie in with the tax somehow, but has not been implemented yet. If you put it as GL Items for this Invoice for Tax it should show up at the bottom under General Ledger no? Maybe you have to specify the Tax Groups first or something, did you set it under Tax Types?

Many thanks for the replies.

Regarding project cost tracking with dimensions, basically what would be needed is to be able to select a dimension for any revenue or expense transaction entered. It's less important for us to associate a dimension to an Item or Inventory, because costs on any given product or service won't always be incurred on the same project (dimension). Anyway, I'll look at it further to see, maybe everything will work for us as is.

Regarding the tax reports. I understand that the accumulation of the tax GL Lines are shown on the report but we need to be able to show the GST/PST breakdown, rather just one sum.

It seems all of the tax transactions are included in the "0_gl_trans" table in the database. I was able to write a script that parses the database for sales tax transactions and add up the taxes separately as GST & PST. I'd like to share it because it might help other Canadian companies out there. To use it you would need to enter your own tax accounts as per your chart of accounts on lines 33 and 34. If you upload it to a location other than the main FA directory, you'll have to change the path to the include files on lines 3 and 4 to match.

I'm not a programmer and I'm sure there's a better way of coding it. For example, the tax types from the "0_tax_types" database table could be automatically obtained by the script instead of hard-coding the tax GL codes. The tax codes could then be used to sum up the different tax transactions. Also, the script doesn't PDF export, it just displays the amounts on the screen.

The script works for us because we have the same tax account set for "Sales GL Account" and "Purchase GL Account" for each of the taxes. Eg. GST Sales and Purchase GL account is 2310. PST Sales and Purchase GL is 2320

If anyone has suggestions or comments on how to improve the script, maybe I'll take another look at it when I have time. Feel free to improve and share it yourself.

Save the code in a file with a .php extension and upload it to your FA directory. Here it is:

<?php
$page_security = 8;
include_once("includes/session.inc");
include_once("includes/ui.inc");

$startdate=$_POST['startdate'];
$enddate=$_POST['enddate'];
$js = "";

if ($use_popup_windows)

    $js .= get_js_open_window(900, 500);

if ($use_date_picker)

    $js .= get_js_date_picker();
page(_("GST/PST sales report"), false, false, "", $js);


If ($startdate==NULL Or $enddate==NULL)
{
    start_form();
    start_table($table_style);
    table_section_title(_("Create a sales tax report"));
    start_row();
    date_cells(_("From:"), 'startdate', '', null, -30);
    end_row();
    start_row();

    date_cells(_("To:"), 'enddate');
    end_row();
    submit_row('submit', 'Generate');

    end_table();

    end_form();
}
Else
{
//configuration area
$GSTaccount="2310"; //GST chart of accounts number 
$PSTaccount="2320"; //PST chart of accounts number
//end of configuration area

$startdate=date2sql($startdate);
$enddate=date2sql($enddate);

$queryGST = "SELECT * FROM 0_gl_trans WHERE account='$GSTaccount' AND tran_date>='$startdate' AND tran_date<='$enddate'";
$resultGST = db_query($queryGST,"Error");

$GSTcollectible=0;
$GSTpayable=0;
$netGST=0;

    while($rowGST = mysql_fetch_array($resultGST, MYSQL_ASSOC))
    {
        If ($rowGST['amount'] > 0)
          {
              $GSTcollectible = $GSTcollectible + $rowGST['amount'];
          }
          elseif ($rowGST['amount'] < 0)
          {
              $GSTpayable = $GSTpayable + $rowGST['amount'];
          }
        $netGST=$netGST + $rowGST['amount'];
    } 

$PSTcollectible=0;
$PSTpayable=0;
$netPST=0;

$queryPST = "SELECT * FROM 0_gl_trans WHERE account='$PSTaccount' AND tran_date>='$startdate' AND tran_date<='$enddate'";
$resultPST = mysql_query($queryPST);
    while($rowPST = mysql_fetch_array($resultPST, MYSQL_ASSOC))
    {
        If ($rowPST['amount'] > 0)
          {
              $PSTcollectible = $PSTcollectible + $rowPST['amount'];
          }
          elseif ($rowPST['amount'] < 0)
          {
              $PSTpayable = $PSTpayable + $rowPST['amount'];
          }
        $netPST=$netPST + $rowPST['amount'];
    } 

$grandtotal=$netGST + $netPST;

$startdate=sql2date($startdate);
$enddate=sql2date($enddate);

start_table($table_style);    
table_section_title(_("Tax report ($startdate to $enddate)"));
start_row();
label_cell("GST charged on sales (Output Tax):");
amount_cell($GSTpayable, $bold=false);
end_row();
start_row();
label_cell("GST paid on purchases (Input Tax):");
amount_cell($GSTcollectible, $bold=false);
end_row();
start_row();
label_cell("Net GST payable or collectible:");
amount_cell($netGST, $bold=true);
end_row();

start_row();
label_cell();
label_cell();
end_row();

start_row();
label_cell("PST paid on purchases (Input Tax):");
amount_cell($PSTcollectible, $bold=false);
end_row();
start_row();
label_cell("PST charged on sales (Output Tax):");
amount_cell($PSTpayable, $bold=false);
end_row();
start_row();
label_cell("Net PST payable or collectible:");
amount_cell($netPST, $bold=true);
end_row();

start_row();
label_cell();
label_cell();
end_row();

start_row();
label_cell("Total payable or refund:");
amount_cell($grandtotal, $bold=true);
end_row();

end_table();

}
end_page();
?>

Best regards.

A Tax Inquiry, based partly on the above script has been added to release 2.1 unstable. It is placed in the Banking and General Ledger tab.
Committed to CVS 2.1 unstable.
Thanks for the contribution.

/Joe

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?

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%)
etc

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)

Thanks
Tom

ps.

On
http://..../fa/index.php?application=system

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

Someone please help me set this right;

I have 2 different items with 2 different tax rates.
ItemA – 4% VAT
ItemB – 12.5% VAT

One customer wants to buy both the items. My question is, can I create a direct invoice with both items in the same invoice? Will the taxes be calculated appropriately?
Before answering please look whether the settings I have is correct;
Tax Types:
TaxA – 4%
TaxB – 12.5%

Both the items have been configured with respective tax types.
With the above setting I am not able to get the tax calculated in the invoice when I try to create a direct invoice in the Sales module. Instead it shows 0.00 in the tax field.
PLEASE HELP!!!