Is there a way to charge sales tax on shipping/freight in Dynamics CRM 2011 with the Orders entity?
By default, CRM charges tax only on the Amount and considers the Freight as tax-exempt, however many regions (such as Canada) require that tax is charged on the shipping freight/amount.
Alternatively, is it possible to change the Total Tax calculation (a CRM managed field), from currently:
Total Tax = (Detail Amount) * TaxRate
to:
Total Tax = (Detail Amount + Freight Amount) * TaxRate
?
Add a custom field called "Total tax (inc. freight)" with custom javascript to perform the calculation.
We've ultimately decided to bypass the built-in Freight Amount calculation and just create shipping as a separate line item. Not the ideal solution, but at least it gives us full control on the tax charged for shipping.
Related
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 configuring a Magento site for international sales. My requirement is to calculate tax based on the geographical location of the user but the final price of the product will remain same.
Tax is applicable to local customers only. Overseas customers will get tax-free product. Whatever be the tax amount, the final price will be fixed for all the customers.
An example:
I want to sell a Item A for $100.
Our local Tax is 10%.
So local customers pay $90.91 + $9.09 of tax
Oversea customers will pay $100 + $0 of tax.
Is there anyway to configure this in Magento?
Because after having tried in Magento many times, I can only make
local customers paying $90.91 + $9.09 of tax,
but overseas customer always pay $90.91 + $0 of tax (not $100).
Well, suppose all displaying price including Tax: 10% for local, free tax for overseas (decided by shipping address)
Create one Tax Zone & Rate rule for your country, like Austrlia with 10% Tax.
The key set is the "Enable Cross-Border Price Consistency" (Dashboard > System > Configuration > Sales > Tax > Calculation Settings > Enable Cross Border Trade )
When set it as Yes
Notes: Merchants operating across regions and geographies can show their customers a single price. Pricing is clean and uncluttered regardless of tax structures and rates that vary from country to country.
- Local customers pay $90.91 + $9.09 of tax
- Oversea customers will pay $100 + $0 of tax.
When set it as No
- Local customers paying $90.91 + $9.09 of tax,
- Overseas customer will pay $90.91 + $0 of tax (not $100).
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
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.
Is there a way to show the tax amount for a product. I want to show the tax amount on the product page.
For example:
The price is € 119 Euro and the the taxrate is 19%. Then a want to show the tax amount € 19 euro.
Hopefully someone can help me with this.
Gr,
Lex
yes it is possible but before you can do that you need to know the user shipping and billing data as tax calculations are based either on billing or shipping (country, region, zip) information and can be different for different locations