| Description |
Refer to AR-3467 for the original jira key.
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*The main goal of the changes below should answer:*
*How did our system calculate invoice tax per line per tax code, state, city, county? What is the total taxable per line? What is the total tax per line? If you can answer these question by the data provided in the grid or the report, you've accomplished the requirement for the customer to file their tax return.*
For Tax Report Grid:
* Tax Rate and Extended Tax Amount (Invoice Tax) are already available
* Description - need to add this on the grid (maybe next to Tax Code column). Will show the tax code description.
* Taxable Sales must only be for the portion of that line. Example:
** Tax rate X taxable sales = Invoice tax
*** The way we have Tax Collected would not work right now in the state of Ohio because of of multiple tax by county. In the state of Ohio, I would use the Invoice Tax.
*** Total column for Invoice Tax should equal period activity for sales tax GL account number.
*** Total column for Taxable Sales, if filtered by tax Code should calculate accross.
**** ie. Tax rate X Total taxable sales = total invoice taxed.
For Tax Report
* Extended Tax Amount (Invoice Tax) is already available
* Description - need to add this on header table of the report, next to tax code column. Show the tax code description.
* Tax Rate - need to add this on the detail table of the report since the rate can change in a given date. Add next to Customer Name column. Will show the tax rate applied to the transaction.
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