Tax/VAT

Joel Moss's Avatar

Joel Moss

09 Apr, 2010 02:22 PM

What would it take for you guys to add the ability to add tax/VAT?

What I would need is the ability to mark a customer as needing to pay tax/VAT on all his/her payments. This tax would be applied as a percentage of all payments, and included on the invoices/receipts.

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  1. Marc Guyer closed this discussion on 16 Sep, 2010 08:19 PM.

  2. Marc Guyer re-opened this discussion on 16 Sep, 2010 08:19 PM

  3. 31 Posted by Pedro Carvalho on 16 Sep, 2010 08:23 PM

    Pedro Carvalho's Avatar

    Thanks Marc.

    However, I noticed a small bug

    If we create a new customer with VAT exempt set to false and VAT number not empty, the VAT value is not in the invoice.

    Editing the customer seems to solve it:
    1.edit the customer and set VAT number to empty (VAT appears in the invoice as it should)
    2. edit the customer again and set VAT number back to not empty. VAT stays in the invoice

  4. Support Staff 32 Posted by Marc Guyer on 16 Sep, 2010 09:00 PM

    Marc Guyer's Avatar

    Pedro -- Thanks for the update. I'm confused. If the customer is exempt, should the invoice still display the VAT amount?

    Scenarios:

    VAT Exempt: 1
    VAT Number: blank
    DO NOT Display VAT amount on invoice
    
    VAT Exempt: 0
    VAT Number: blank
    Display VAT amount on invoice
    
    VAT Exempt: 1
    VAT Number: 123456789
    DO NOT Display VAT amount on invoice
    
    VAT Exempt: 0
    VAT Number: 123456789
    Display VAT amount on invoice

    Does that sound correct? To simplify, if the customer is exempt, the VAT amount is NOT displayed. If the customer is NOT exempt, the VAT amount IS displayed. The VAT number is displayed if provided whether the customer is exempt or not.

  5. 33 Posted by Pedro Carvalho on 16 Sep, 2010 09:35 PM

    Pedro Carvalho's Avatar

    Marc, that is correct.

    What I detected is that the last scenario

    VAT Exempt: 0
    VAT Number: 123456789
    Display VAT amount on invoice

    does not happen right after creating a new customer with those values (VAT Exempt: 0; VAT Number: 123456789)

  6. Support Staff 34 Posted by Marc Guyer on 17 Sep, 2010 04:02 PM

    Marc Guyer's Avatar

    Pedro -- Thanks for clarifying. We now have a regression test for that scenario and have tracked down the bug. You should be good to go.

  7. 35 Posted by Pedro Carvalho on 17 Sep, 2010 04:15 PM

    Pedro Carvalho's Avatar

    Thanks Marc

  8. 36 Posted by Joel Moss on 17 Sep, 2010 04:47 PM

    Joel Moss's Avatar

    Joel Moss

    Develop with Style at http://DevelopWithStyle.com
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    On 17 September 2010 17:17, Pedro Carvalho <
    [email blocked]<tender%[email blocked]>
    > wrote:

  9. Support Staff 37 Posted by Marc Guyer on 17 Sep, 2010 05:10 PM

    Marc Guyer's Avatar

    Hi Joel -- Your message didn't make it through... Did you intend to send a message to this thread?

  10. Dean closed this discussion on 16 Jan, 2013 02:58 PM.

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