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Re: Tax Forms

Hi Brian,

I'd like to refer you toÂhttp://book.ledgersmb.org/1.3/ledgersmb.pdf, section 25.3 (Tax forms - Overview). It's a section still in progress, but I think it helps to understand what tax forms in LSMB are. Pictures on what tax forms look like to be added soon.

Bye,

Erik.


On Thu, Nov 8, 2012 at 1:12 AM, Brian Wolf <..hidden..> wrote:
This is excellent information, though I'm not clear on exactly what is a "taxform" and how LedgerSMB uses it.


Thanks.
Brian

Brian Wolf
Email: ..hidden..
Try out Activus Secure Paymentsâ, our recurring payments application.
On 11/07/2012 04:50 PM, Erik Huelsmann wrote:
Hi Brian,

On Mon, Nov 5, 2012 at 2:42 AM, Brian Wolf <..hidden..> wrote:
There is a tax checkbox on the customer screen. When selected (checked), sales tax is collected for that customer.
There is also a taxform checkbox for each item (product or service) that's added to a sales order or sales invoice.

What effect does selecting (checking) that checkbox have on the sales order or sales invoice?

The effect on the sales order is nil, but the value is remembered for when a sales invoice is being generated. The checkmark will have the same value (checked/unchecked) as in the sales order.
Â
Is retail sales tax supposed to be added when selected?

It's not added to the invoice. That works differently. However, if any tax is applicable for the given line, that tax is added to the taxform which has been selected for the customer.

I hope the above helps. If it's too short or cryptical, please provide your feedback. Hopefully I can then write a few extra paragraphs for the book (http://book.ledgersmb.org/) to explain things more clearly.


Bye,


Erik.
Â

Thanks.
Brian

Brian Wolf
Email: ..hidden..
Try out Activus Secure Paymentsâ, our recurring payments application.

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