Wiki Change:

omfgppc
2009-03-10
2013-03-08
  • omfgppc
    omfgppc
    2009-03-10

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    The "EnhancedTaxInternationalization" page has been changed by jrogelstad:

      The sales tax summary report will be modified so that it may consolidate =
    both taxes collected on sales and vouchering for a given code. The two amou=
    nts will be netted to provide easy calculation of net VAT tax due for tax c=
    odes that are VAT or have similar requirements to VAT. The summary report w=
    ill provide an option to drill down to displays of supporting detail for bo=
    th sales and purchasing tax data.
      =

      =3D=3D Window Changes =3D=3D
    + =3D=3D=3D Tax Areas =3D=3D=3D
    + A Tax Areas window will be created that lists tax areas located in the Ac=
    counting > Tax menu.  New and edit buttons will open the Tax Area window in=
    new and edit mode respectively.
    + =3D=3D=3D Tax Area =3D=3D=3D
    + A Tax Area window will be created to create and edit tax area records as =
    pictured.  Tax Areas should be unique and blank entries should not be allow=
    ed.
    + =3D=3D=3D Tax Classes =3D=3D=3D
    + A Tax Class window will be created that lists tax areas located in the Ac=
    counting > Tax menu.  New and edit buttons will open the Tax Class window i=
    n new and edit mode respectively.
    + =3D=3D=3D Tax Class =3D=3D=3D
    + A Tax Class window will be created to create and edit tax area records as=
    pictured.  Tax classes should be unique and blank entries should not be al=
    lowed.
      =3D=3D=3D Tax Assignments =3D=3D=3D
      The tax selections window will be renamed the tax assignements window as =
    pictured. The filtering options will be expanded to include the ability to =
    filter by tax type as well as tax authority.
      =

    @@ -89, +97 @@

      The paradigm of associating tax codes to assignments will be similar to t=
    hat of contacts to CRM accounts. The buttons will function as follows
      =

       * '''Close''' - Closes the window.
    -  * '''New '''- Opens the Tax Code Assignement window in dialog mode.
    +  * '''New '''- Opens the Tax Code Assignment window in dialog mode.
       * '''Edit '''- Opens the Tax Code Assignment window of the selected tax =
    code for editing. Only enabled when a row is selected.
    -  * '''View''' - Opens the Tax Code Assignement window of the selected tax=
    code in view mode. Only enabled when a row is selected.
    +  * '''View''' - Opens the Tax Code Assignment window of the selected tax =
    code in view mode. Only enabled when a row is selected.
      =

      =3D=3D=3D Tax Code Assignment =3D=3D=3D
      The Tax Code assignment window is used to enter specific tax assignment i=
    nformation as pictured:
      =

    -  {{attachment:taxCodeAssignment.png}}
    +  . {{attachment:taxCodeAssignment.png}}
      =

       * '''Tax Code''' - User will select from a list of available tax codes. =
    A tax code may only be used one time on a tax code record.  Required.
       * '''Tax Authority''' - User will select from a list of available tax au=
    thorities.  Required.
       * '''Calculation basis '''- Determines what the tax percentage is calcul=
    ated against.  The default is the "Base Price" of an line item amount.  The=
    combo box will further be populated with all tax codes that have been ente=
    red on the tax assignment.  If a tax code is selected, the the calculation =
    will be a percentage rate of the amount of the code selected. Required.
    -  * '''Tax code subtotal to be added to calculation basis''' - This group =
    allows users to create cumulative tax code assignments.  It will only be en=
    abled as an option if the Calculation basis is "Base Price."  All previousl=
    y assigned tax codes on the given tax area/tax type combination will be lis=
    ted as available.  When codes are added to the selected list, the percentag=
    e will be calculated against the sum value of the base price and tax amount=
    of all selected tax codes.
    +  * '''Cumulative Tax Code Selections''' - This group allows users to crea=
    te cumulative tax code assignments.  It will only be enabled as an option i=
    f the calculation basis is "Base Price."  All previously assigned tax codes=
    on the given tax area/tax type combination will be listed as available.  W=
    hen codes are added to the selected list, the percentage will be calculated=
    against the cumulative value of the base price and all selected tax codes.
      =

      =3D=3D=3D Tax Authority =3D=3D=3D
      Tax Authority will be reorganized as pictured:
    @@ -111, +119 @@

      =3D=3D=3D Tax Code =3D=3D=3D
      The tax code window will be reorganized as pictured. Only one G/L account=
    may be associated with a tax code. Multiple rates may be associated with a=
    tax code with corresponding effective and expire dates. Error trapping wil=
    l need to be built into the rates to ensure there is no overlap so that onl=
    y one rate may be effective at any given time.
      =

    - A tax class combo box will be added to the window.  This class may be use=
    d for reporting purposes.
    + A tax class combo box will be added to the window.  This class may be use=
    d for reporting purposes such subtotals on forms and tax history summaries.
      =

      Color coding (not pictured) should apply on the rates list following the =
    same rules for effectivity on the Bill of Materials window: Expired rate ro=
    ws are red (error display role), future rate rows are blue (emphasis displa=
    y role) and the current rate row is the default color.
      =

    @@ -141, +149 @@

       . {{attachment:taxDetail.png}}
      =

      =3D=3D=3D Voucher and Miscellaneous Voucher =3D=3D=3D
    - The Voucher and Miscellaneous Voucher windows will be modified to include=
    tax authority as a selectable field on the document. The default tax autho=
    rity for the vendor will be selected when a purchase order or vendor is sel=
    ected.
    + The Voucher and Miscellaneous Voucher windows will be modified to include=
    tax area as a selectable field on the document. The default tax authority =
    for the vendor will be selected when a purchase order or vendor is selected.
      =

      Users should not be allowed to select a null tax authority if any miscell=
    aneous distributions have been made for type tax.
      =