I am exporting invoices from my app to QB local version. I cannot find any way to add sales tax, which is calculated in my app, to the QB invoice.
I am exporting multiple items (in my case services), to a new QB invoice and nothing related to sales tax seems to work - like QBFC12.IInvoiceAdd SalesTaxLineAdd, etc. - all "not available in this edition of QB".
Does QB allow me to add the sales tax, or will it only use the tax that is set for each of my items in QB?
-Rick
What you're asking isn't really a programming question... it's more of an accounting question.
The QuickBooks API exactly mirrors the QuickBooks GUI. So, whatever you do in the GUI to add sales tax, you should do in the API. How do you do it in the GUI?
Soooo... let's talk about QuickBooks normally does sales tax in the GUI:
You mark each line item with a Sales Tax Code of either NON (for non-taxable) or TAX (for taxable)
At the bottom of the invoice, you choose a specific Sales Tax Item (e.g. "California Sales Tax")
QuickBooks then calculates tax for you by using the tax rate from the Sale Tax Item * (the sum of the TAXable line items)
It shouldn't be terribly surprising then you look at the QuickBooks OSR API documentation, and you see line item definitions like this:
<InvoiceLineAdd>
...
<Amount>29.95</Amount>
<SalesTaxCodeRef>
<FullName>Tax</FullName> <!-- valid values here are one of your Sales Tax Codes, usually "NON" or "TAX" -->
</SalesTaxCodeRef>
</InvoiceLineAdd>
And, at the bottom of the InvoiceAdd specification, an option for specifying a Sales Tax Item like this:
<ItemSalesTaxRef>
<FullName>California Sales Tax</FullName> <!-- valid values are any of your existing Sale Tax Items in QuickBooks -->
</ItemSalesTaxRef>
With all that said, we have to pay special attention to this portion of your question:
I cannot find any way to add sales tax, which is calculated in my app,
to the QB invoice.
The answer above let's QuickBooks calculate the tax amount from the tax rate vs. taking what you already calculated in your app. Sooooo... the rule still stands - the QuickBooks API mirrors the GUI. So, how do you do this in the GUI right now?
The correct answer is: ask your accountant how he wants you to do it.
More than likely, the answer is:
Create a new Sales Tax Item with a 0% tax rate named "Refer to Invoice"
Add a new line item to the invoice that uses ItemRef/FullName to refer to the correct Sales Tax Item (e.g. "California State Tax")
On that line item, specify the actual tax amount calculated in your app
If that's what he wants, then you should do exactly that in the GUI. Treat it just like any other invoice line item.
Related
Have a Magento site ver. 1.7.0.2
We have one store set up for, primary is UK, but also want to offer global sales (without multiple stores setup).
So we offer 3 selectable currencies on the site: UK - GBP (main), EU - Euro, US - USD
All prices are excluding vat/tax with a vat breakdown displayed at the cart and checkout.
For UK there is 20% VAT
For EU there is also 20% with a option to add valid EU vat number (which removes the VAT)
This all works fine.
However if you select the USD currency and add a item to the cart it gives a vat breakdown (20%), even though we dont want to add tax when USD is selected.
I should note that once you do checkout and have told the site you are in the US then is correctly removes the vat/tax.
So to clarify, we want it so that if the USD currency is selected on the site no tax/vat is added to the product price in the cart.
Is this possible?
Thanks
D
I would suggest setting up multi-store configuration, using a store front for each location (UK/US/EU)
This will allow you to set the default country for each sub-store and then you can make the USA the default shipping destination / country for the US store, this will immediately apply the tax rules for this country when purchasing items from the US Store Front.
You said there's no multi-store, setup, but do you have a good reason why you don't want to use this kind of setup? it will allow you to do what you need.
The issue with your setup is that there's no way for the store to know where the customer is before they either login or select during the checkout, this is because you will only have one default location for all currencies.
There may well be a way of doing it like this, but not that I know of. This is what the store front and/or multistore is meant for and good at.
I'm working with an inherited site, and after changing the tax rules so it ensured that customers from the Channel Islands who chose the UK as their country were not charged tax (using this method: http://www.jimcode.org/2011/08/guernsey-jersey-gstvat-rates-magento/ where it looks at the postcode as well), the site now calculates the catalog price incorrectly as it re-adds the tax onto the price. Eg. price in set in admin as £99.99 (incl tax), but on the frontend, it shows as £119.99 (incl tax).
My settings are:
Magento Version: 1.9.1.0
Catalog prices: Including tax
Tax Calculation Based On: Delivery Address
Default Tax Destination Calculation Default Country: United Kingdom
Enable Cross Border Trade: No
Shipping Settings Origin Country: United Kingdom
On searching where people have had a similar problem, people say to change the shipping origin country, but my tax calculation needs to be based on the delivery address.
Even if I revert my tax rules to the previous default settings, it does not fix the problem. I've reindexed, cleared cache, resaved a product, resaved the config settings ... but can't get it working.
I'm thinking that perhaps there has been some sort of corruption maybe? Do I need to run some sort of 'recalculate tax' perhaps?
In administration go to settings > sales > tax > calculation and set “tax based on” to the last item (package origin, or something like that; terms are not perfect).
Or you can change setting accordingly as you want in your cart.
If your code is perfect then you are just missing some configuration detail.
Also you can go throw all the inner tabs for tax calculation.
Turns out that in the tax_calculation_rate table, one of the rows had NULL in the tax_postcode column. In my case, it needed to be empty.
Apply Customer Tax Should be set to Before Discount
Could somebody helpme pelase?. I see that Magento in almost all my orders is calculating a tax named hidden_tax_amount . What does this value is related with?. And how can I disable it?.
Here you can see what I'm talking about.
[hidden_tax_amount] => 4.3000
[base_hidden_tax_amount] => 4.3000
[hidden_tax_invoiced] => 4.3000
[base_hidden_tax_invoiced] => 4.3000
Edit:
Ok, I've been digging in my code and fount that this field was introduced in 1.6.0.0 (Mage/Sales/sql/sales_setup/mysql4-upgrade-1.5.9.9-1.6.0.0.php:1616) and the value is get or set here
Mage/Tax/Model/Sales/Total/Quote/Tax.php:391: $address->setShippingHiddenTaxAmount(0);
Mage/Sales/Model/Order/Invoice/Total/Tax.php:85: $totalHiddenTax += $order->getShippingHiddenTaxAmount();
And in Mage/Tax/Helper/Data.php you can find in line 1114 to 1116 the following condition
if ($current->getShippingHiddenTaxAmount() > 0) {
$taxClassAmount[0]['hidden_tax_amount'] = $current- >getShippingHiddenTaxAmount();
}
Then researching more about the issue I found that:
"hidden_tax_amount" holds the substraction of the actual tax amount (on the current order) from the tax amount that should have been applied if there was no discount http://forum.azmagento.com/how-to/grand-total-calculation-v142--82183.html .
What leads me to the point that this is due a wrong tax configuration from my side rather than a bug and is related with a shipping tax. If so, could some body point me in the correct direction please?
Thankyou very much!
For anyone looking to understand the porpouse of hidden_tax_amount let me tell you that is not a bug or a missconfiguration, it's a feature:
it is used by Magento to calculate the amount of tax that is not originally calculated when a product that has a tax is under discount.
For example, you have:
a product named "Pencil" with price of $100.00 and a tax of 16% so the final price will be $116.
a coupon code with 10% off for all the Pencils
(This is important) your store is configured to calculate the discount after tax.
The user will see a final price including tax of 104.4 that is the result of 116 - 11.6. And that is correct.
But legally you can't discount any amount from tax because your base tax is still 100 and not 104.4.
Then Magento hiddes that quantity of money in hidden_tax_amount.
For accounting porpouses this process is correct. Then you can show that value as Tax.
Hope this helps someone else!
I had to give the Magento tax/discount issue some serious thought recently.
To set this problem up, assume there are four parties involved in a transaction, the wholesaler, the retailer, the consumer and the tax man. Assume the retailer is selling an item for £100 to the consumer (including tax), the tax rate is 20% and the wholesaler is providing a 10% discount on the item
The vital point here is that the 10% discount is offered by the wholesaler, not by the retailer. The retailer will get the full £100 for the item, with the consumer paying £90 and the wholesaler making up the remaining £10.
The retailer owes tax on the full amount paid. That is, at a tax rate of 20% £15 of the £90 paid for by the consumer is tax, and £1.67 of the £10 paid by the wholesaler is tax, giving a total tax bill of £16.67 or 20% of the net price (£83.33).
When the consumer receives their invoice, it makes sense to show them only the tax that they have paid, not the total tax paid on the item. However for the retailers accounting, they need to see all the tax that is due, that is the tax due on the portion paid by the consumer paid and the tax due on the portion paid by the wholesaler.
The hidden tax is still tax which has to be paid by the retailer, but it should be hidden from the consumer, because its nothing to do with their part of the transaction.
I'm trying to implement the check for VAT ids, and got stuck (the VIES check being a new feature in 1.7). I configured the VAT checks to assign users to certain customer groups - and this works perfectly.
I have 3 customer groups: Business In Romania, General and Business Outside Romania. What I want is to add a 24% VAT tax for the first 2 groups, and remove this tax completely for "Business outside Romania".
I can add taxes per country in Sales - Tax - Manage Tax Rates, but that doesn't help me since I need to add the basically for all countries.
To sum up, here's the question: How can I add taxes per customer group ?
Also, can I do this from the admin panel alone, or do I have to create my own module ?
Solution(s)
Follow the steps Andrew suggested
Another options works great if you want the products to be shown including VAT, and remove it when a valid VAT is added. You create a promotion that applies to the "Valid VAT" customer group, that gives a percent reduction of (1 - (1 / (YOUR_VAT / 100 + 1)))*100 (this will be an ugly number, but copy it with all the decimals). In this scenario, you may have a 0.01 error from time to time.
A) You use Customer Tax Classes.
1) Create a Custom Tax Class
2) Assign the tax class to a customer group.
3) Create a new Zone and Rate. Assign the Tax percentage you need. Make it work for EACH country you intend it to work for.
You will have to duplicate the rules unfortunately.
4) Create a new Rule via 'Manage Tax rules', assigning your new Tax Rate(s), Customer Tax class etc. Notice there's a multiselect to select the new rules you made for multiple countries.
Customers in your group will now get this Tax applied to them regardless of where the location is.
By default you are going to end up with some replication of rates due to Magento not allowing you to select "all" coutnries at once.
This can be done via a custom extension (i've done this before) but not as standard.
B) Alternatively you can change your settings in the magento admin:
Set the Tax calculation based on ORIGIN rather than destination. This may or may not work depending on what you need for your particular setp.
System > Config > Sales > Taxes > Calculation
We are using Magento EE 1.12. We have associated fees with individual products that cannot be taxed, however the product itself can be. The desired solution will be similar to a custom option where the fee is included on the same line item as the product and included in the product's price and therefore in the order subtotal. The only problem with a custom option is that the fee is taxed along with the product.
We've gone through several scenarios but I think the most likely solution is to use a custom option, but after the tax has been calculated we will reduce the tax to the correct amount. We tax on the subtotal and shipping. We will have access to the amount of fees so we can get the tax on that total and reduce the order tax amount.
Does this seem like a good solution? Does anyone have other ideas?
Make it a bundle product, and put in a product which is not taxable.