Feature request: Tax summary in reports

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oeb
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Feature request: Tax summary in reports

Post by oeb » Tue Jul 28, 2009 8:46 am

In order to transfer sales to my "accounting system" I have all products in a category that corresponds with the tax rate of that item. This way I can make a report for the entire season and get totals for each tax rate. However, it would be of course be more practical if the reports could do this by standard, so I could use the categories for what they are supposed to. The way the reports work now is just to show all prices excluding tax, which is not really very helpful.

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Dale Harris
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Re: Feature request: Tax summary in reports

Post by Dale Harris » Tue Jul 28, 2009 10:31 pm

oeb,

When you do a report "A. Total sales" report it will report the taxes collected for each tax rate. Since you can set a start date and and end date for this report it can be used to find the taxes collected for each tax rate for any time period.

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oeb
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Re: Feature request: Tax summary in reports

Post by oeb » Wed Jul 29, 2009 5:42 am

That's right. However, it doesn't specify items sold that are exempt tax (i.e. books here in Norway). I could probably calculate it from the numbers given though.

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Re: Feature request: Tax summary in reports

Post by Dale Harris » Wed Jul 29, 2009 8:52 pm

oeb,

If books are exempt from tax then when you enter them into the stock table you set the tax rate number to zero and they will be charged zero percent tax.
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oeb
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Re: Feature request: Tax summary in reports

Post by oeb » Fri Jul 31, 2009 11:36 am

I know that and that's how I've done it, but I need a total for articles sold exempt tax. This is what I've used the categories for (i.e. one for 0%, one for 14% and one for 25%). In addition there is a special rule for certain articles bought from people who are not tax registered themselves: Then we only need to pay 25% tax on our provision (sale price - cost price = taxable provision) that further complicates things. We don't sell any such items right now though.

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Re: Feature request: Tax summary in reports

Post by Dale Harris » Fri Jul 31, 2009 10:54 pm

I cannot see adding this to the program in the immediate future, or at all unless a whole bunch of people start asking for it.

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oeb
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Re: Feature request: Tax summary in reports

Post by oeb » Sat Aug 01, 2009 10:24 am

Then I'll have to stick to my categories :). I don't quite understand how other people do it though, I guess tax reports are done different in the U.S.

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