Re: [Web-erp-developers] TAX / VAT

[Danie B. <br...@na...>]

Hi Phil

I see you are awake and the list has ignored my answer to this question. I hope
it apears again.

The short answer is no we do not implement multiple taxes on a single entry. All
we are doing is reversing the way it has been implemented by giving the level a
name and implementing ref integrity. It also means the levels will be named. We
will also be spliting the rates from the levels/Tax categories and we are
binding them as a tax type conected to a tax authority. A linktable  replaces
the old Taxlevel table and the arbitry level in stack master is replaced with a
reference to the TaxCategory Table. It allows for rate maintenance independant
of the actual levels by tax authority.

I am currently half way through this and will finish it as soon as possible. We
are also doning a lot of work on the Work Orders and Costing ( The Full
manufacturing you just mentioned. ) Although the costing will be a prototype on
our side, writen in a different lanuage. There are also some automatic unit
conversion in the works and a GUI version of WebERP. Its going to be hell to
keep up with you guys, But everything will be contributed inculding the report
framework at a later stage. It is more flexible in regards to multilevel
reporting, However it is part of the GUI framework and uses an expression
parser. So I will probably make it an independent server you can comunicate
with via local host. There are a lot more we want to do before we are ready for
the Trade Show next year June.

Kind Regards and let me know what you think.

Danie Brink

Quoting Daintrees <p.d...@pa...>:

> 
> Tax can get hairy.
> 
> The changes you are proposing Danie does it mean that each line item can
> have more than one kind of tax associated with it as per Open-Accounting?
> 
> Will the tax category be another field in Stocks - perhaps replacing tax
> level.
> 
> I have not been through your earlier email so I am probably asking silly
> questions I'll go back and read up.
> 
> Phil
> 
> ----- Original Message ----- 
> From: "Danie Brink" <br...@na...>
> To: <web...@li...>
> Sent: Wednesday, August 04, 2004 11:40 AM
> Subject: Re: [Web-erp-developers] TAX / VAT
> 
> 
> > Ok I will explain how it will be set up using my example.
> >
> > We set up two tax categories FoodBooks and Other using lowest worst tax
> breakout
> > i.e. in germany you have 2 and in Say South Africa you have one. Notice
> that
> > you ignore the 0% as it is always available.
> >
> > Now you create two tax authorities Germany and South Africa.
> > Then we add Taxes for Authorities
> > Germany with LowVAT @ 7% GLAcc = XX1 and HighVAT @ 16 % GLAcc = XX2
> > South Africa with OneVat @ 14% GLAcc = XX3
> > **Note that these are the Names not the Inv Display Lable
> >
> > Now we assosiate categories with Authorities and Rates and
> >
> > Germany - FoodBooks = LowVat, Other = HighVat
> > South Africa - FoodBooks = OneVat, Other = One Vat
> >
> > It is slightly more complicated because there are two tax authorities in
> play
> > per record Receiving And Dispatching but it serves to demonstrate the
> point
> >
> > Selecting On the StockItem for "Core PHP Programing" TaxCategory =
> FoodBooks and
> > "100x 4 inch nails" TaxCategory = Other
> >
> > On invoice/Order the Sales Location becomes Dispatch and the Customer
> becomes
> > receiving thefore resolving with assosiation gives applicable taxes and
> GLAcc
> > Destinations for those taxes. The Taxes gives the display lables to apear
> on
> > the invoice.
> >
> > Note that the previous system also queried an assosiation table so about
> the
> > only difference is that we join three tables ( Stock, Assosiation, Taxes)
> as
> > the two required tax authorities are already selected and supplied through
> > location and customer. I do not think the over head of adding an extra
> table
> > into the query will be that significant as the taxes table is realy small
> and
> > Assosiation is very specific when StockTaxCategory=AssosiationTaxCategory.
> >
> > I hope this helps or is in line with what you explain.
> > You can query your GLAcc to find out exactly how many taxes were
> accumulated (
> > in, out or combined) as you please.
> >
> > **Note that setting a tax category to None=0 the tax is assumed to be 0
> and
> > there will be no GLAcc entries for 0% of anything.
> >
> > Now The Questions
> >
> > How much did I spent for goods from outside EuropeanUnion (native 0% VAT)
> ?
> >  * the answer lies in the purchased amount of items of this stock type as
> it is
> > known that it is external, therefore sales / purchaces of this item may be
> > posted to that GL account using the Stock Categories not the Tax
> Categories of
> > cause the amounts in the GL acount will exclude the vat amounts therefore
> it
> > could be included using the transaction ID.
> >
> > How much VAT did I pay at the customs for these goods? (not food or books
> 16%)
> >  * this problem may be solved by adding two more tax categories one set
> for
> > native and the other for non native using seperate GLAcc's you ignore the
> 0% as
> > the 16% for non native GLAcc will in fact be import duties. Once again the
> > stock item itself knows if it is natively aquired.
> >
> > How much did I spent for goods (bought at companies) from inside EU (0%
> VAT)
> >   * Determined by using Stock Categories not the Tax Categories quiry
> respective
> > GL Account.
> >
> > How much did I spend for goods from private German sellers (0% VAT)
> >   * Same solution as previous.
> >
> > How much did I spent for goods (bought at German companies) (16% VAT)
> >   * This one is slightly more tricky as you would like to exclude
> purchases of
> > 7% and 0% the solution here is to seperate items with different
> TaxCategories
> > into different StockCategories as well.
> >
> > It is probably better to introduce something like a taxcenter where a
> stock item
> > may be assigned a tax center either directly of through a tax category
> this
> > will leave the Stock Categories out of the equation.
> >
> > I hope all of this makes sence.
> >
> > Kind Regards
> > Danie Brink
> >
> > Quoting Dirk Eversmann <dir...@gr...>:
> >
> > > Thank you for your great response!
> > >
> > > @Dick Stins:
> > > "In the taxlevel you can enter the GL accountnumber per level.
> > > For your turnover, you can enter per item an accountnumer. So you can
> setup
> > > turnover 0%, turnover 7%, turnover ... GL accounts."
> > >
> > > Yes, but it does not really help :-(
> > >
> > > @Danie:
> > > "Could you send me a more thorough description as I am in the process of
> > > customizing the Taxes to work more modular so I might as well look at
> your
> > > requirement and try to incorporate it."
> > >
> > > I will try again to make it clear:
> > > I have to report in detail the VAT every month. VAT is the difference of
> > > Tax I have payed while purchasing goods and the Tax I collected while
> > > selling goods.
> > > Cases:
> > > I buy standard-goods (16%VAT) from a German distributor for EUR 116
> > > GL-Costs16%=EUR 100 / GL-VAT-paid-16%=EUR 16
> > >
> > > I sell standard-goods (16%VAT) to a German customer for EUR 174
> > > GL-Turnover16%=EUR 150 / GL-VAT-received-16%=EUR 24
> > >
> > > So I added EUR 50 value to the goods and have to pay EUR 16 VAT
> > >
> > > (food and books have 7%)
> > >
> > > No problem so far. The detailed report is the thing. My tax authority
> wants
> > > to know:
> > > How much did I spent for goods from outside EuropeanUnion (native 0%
> VAT)
> > > How much VAT did I pay at the customs for these goods? (since I do not
> sell
> > > food or books 16%)
> > >
> > > How much did I spent for goods (bought at companies) from inside EU (0%
> VAT)
> > >
> > > How much did I spend for goods from private German sellers (0% VAT)
> > > How much did I spent for goods (bought at German companies) (16% VAT)
> > >
> > > And a few more cases may apply.... Basicly same thing for selling
> > > goods......
> > >
> > > Problems with webERP arise in this situation:
> > > I pay with Mastercard (creditor) a bill of a US-company (0%VAT) and a
> bill
> > > of a German-company (16%VAT)
> > > I should have
> > > 1 liability
> > > 1 GL-cost-16%
> > > 1 GL-cost-0%
> > > 1 GL-paid-VAT-16%
> > > entry
> > >
> > > My workaround is setting up 2 Mastercard creditors: one with 16%VAT and
> one
> > > with 0% VAT. This leads of course into two liabilities....
> > >
> > > Hope, I made my problems clear.
> > >
> > > Have a nice day, Dirk
> > >
> > >
> > >
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