Sales Tax on Sales Docs

(0) Share

Report

Posted on by Community Member Microsoft Employee

In Ontario we are about to change to a blended tax HST - 13 % (8% provincial, 5 % federal).

At the bottom of the invoice it shows the total tax, but we would like to show the breakdown of the tax somewhere on the invoice. For example if the total invoice tax was $130.00, Provincial = $80.00 and Federal = $50.00.

Can anyone tell me how I can do this?

Thanks,

Jennifer Pegg

Engine Control Systems Limited

*This post is locked for comments

All responses (3)

Answers (0)

L Vail 65,271 on at

Like (0)

Report

Re: Re: Sales Tax on Sales Docs

Hi,

An alternative may be for you to select the SOP document that shows tax details. You would first need to open the Tax Detail window and check the 'Print on Documents' box on the Tax Detail Maintenance window. When you print the document, under 'Documents' on the right hand side of the Sales Document Print Options window check the Include Tax Details check box. Normally I only print the Summary Taxes Only, but you will have to see what is appropriate for your needs. This is a different SOP report than the regular invoice, so any modifications you have made to the regular SOP invoice will not be reflected here.

Kind regards,

Leslie
Sagi88 2,250 on at

Like (0)

Report

Re: Sales Tax on Sales Docs

Hi Jennifer.

You will need to set up a tax schedule that has 2 tax details one for the 8% and the other for the 5%

In Report Writer, GP offers a user defined function that allows you to retrieve individual tax amounts (rw_SOP_GetDocTaxRngAmt).

Create a calculated field =

the format of the function is (rw_SOP_GetDocTaxRngAmt SOP Number SOP Type "(Specify TAX Detail ID")

Hope this helps
Frank Hamelly | MVP... 4,029 Super User 2024 Season 2 on at

Like (0)

Report

Re: Sales Tax on Sales Docs

You'll have to modify the invoice to pull the individual Tax Details amounts from RM10601 & RM30601 (work and history) tables.