First off, thanks everyone for responding to my post about Sales Tax Report. I really appreciate it. It’s helped a lot.
Adrien, I agree that editing the invoice lines is not really option, especially since the customers receive the invoices. You could include a standardized location code on each line, but what a pain. And, if a mistake was made, the invoice would have to be unposted to change. Based on everyone’s comments, I now see that creating sub accounts for each tax table would grow considerably if there were a lot of work locations with different tax tables. Stephen’s idea of a separate database is a good idea, especially when customers have multiple locations. Your idea creating a new report using Scheme is interesting. I didn't considered that because I haven’t written custom reports before. Can you write a report using Scheme that can access invoices? Does writing a report in Scheme require GnuCash software to be built from source? > On Jan 21, 2020, at 3:22 PM, gnucash-user-requ...@gnucash.org wrote: > > > Message: 1 > Date: Tue, 21 Jan 2020 12:41:16 -0600 > From: Adrien Monteleone <adrien.montele...@lusfiber.net> > To: GnuCash users group <gnucash-user@gnucash.org> > Subject: Re: [GNC] Sales Tax Report > Message-ID: <00d6135e-d567-4933-a327-336d0192a...@lusfiber.net> > Content-Type: text/plain; charset=utf-8 > > > >> On Jan 19, 2020 w4d19, at 12:22 PM, Keith Fetterman >> <keithfetter...@gmail.com> wrote: >> >> Adrien, >> >> Thanks for the help. >> >> In the state of Washington, we need to report the local city/county sales >> tax for each physical location we do work in. The state assigns a tax code >> based on address. The business is a very small landscaping business that >> only does work in a few local locations, so fortunately there are not many >> tax codes to keep track of. > > My state is similar as well. I used to work for a furniture store that had to > charge and file and remit based on the point of delivery. The situation is > such a mess with local jurisdictions that three houses next to each other > could be charged three different rates because they each happen to fall in a > different jurisdiction. Politicians don?t care and just assume ?computers > make it easy." > >> >> I have created a tax table for each tax code and assigned it to a customer. >> This works because the physical work locations are the customers? homes. If >> work done in a different location, it?s almost always in the same area. >> >> I see what you mean about creating a sub account for each custom location. >> In general, this could become very large. Your suggestion of using filters >> is a good one. I hadn?t thought of it. But, it doesn?t appear that you add >> notes to the memo lines of an invoice. I tested adding a note in the >> invoice to see if it would appear in the memo line in AR. It doesn?t. The >> invoice transaction in the AR is locked so you can not edit the memo lines. >> > > Yep, special sub-accounts could grow considerably. If however, you routinely > do business in a set list of jurisdictions, it might be doable. (but I would > probably choose to learn Scheme and write the proper report as I suspect that > would be less work in the long run, and of course, ideal as you note.) > > I don?t mean to add notes to a memo line, I mean to use the Description in > each line item to include the info you need. Unfortunately, this doesn?t > always work well with how you need the invoice itself to look. Also you can?t > edit invoice memos in AR as you have discovered. (same for bills in AP) you > really shouldn?t be editing either AR/AP directly if you are using the > business features. Use the provided methods of invoice/bill/process-payment > as needed to make any changes. Think of AR/AP as special read-only registers > that show you the resulting transactions that are entered into your books by > the business features. > > Regards, > Adrien > > >> The ideal solution is a report of taxable sales by tax table. > > >> >> >> Thanks, >> Keith >> > _______________________________________________ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. ----- Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
