Re: Setup VAT-Taxes
Hi Sharan I tried the process starting from a sales order. The prices where added automatically but there where still no taxes calculated. No Tax-Account used in balance. The process of creating a sales order was a bit painful. I had to create payment methods for the store - which does make sense. When i was finalizing my order i hit complete many times but it was just reloading the same page without a message explaining why the order could not be created... after adjusting a few things it works but i dont know exactly why as of yet. *So the Questtion: *When you tried this steps, where the taxes applied correctly? Freundliche Grüsse Adrian Stern unchained - web solutions adrian.st...@unchained.ch +41 79 292 83 47 On Thu, Oct 9, 2014 at 1:39 PM, Adrian Stern adrian.st...@unchained.ch wrote: This is my business mail address. I will not use the other one anymore. Freundliche Grüsse Adrian Stern unchained - web solutions adrian.st...@unchained.ch +41 79 292 83 47
Re: Setup VAT-Taxes
This is my business mail address. I will not use the other one anymore. Freundliche Grüsse Adrian Stern unchained - web solutions adrian.st...@unchained.ch +41 79 292 83 47
Re: Setup VAT-Taxes
Small Update: The 5-Step Accounting Guide does not help with tax matters. I've ordered the book and it should arrive sometimes next week. I've found out what nexus means for a company and changed the setting to Y. Which did not help. Also i changed the Tax-Type from VAT to Sales Tax in order to verify if it works with this seemingly more common setting. It did not. What i did to check if the settings apply and the taxes get calculated is to create an invoice with the product from my catalog, created a payment with the necessary amount and paid it. To check the glAccouns i used the Trial Balance. For my understanding: Is Nexus basically defines if a party has to actually pay taxes because some treshold is reached. *Is my understanding of nexus correct?* *Does the Trial Balance and my general procedure to test taxes suffice?* On 6 October 2014 14:29, Adrian Stern archd...@gmail.com wrote: @Pierre Smits Thanks for your Reply. Both of this i did. The percentage is used was 10 instead of 0.1. But if it had worked, the numbers would've just been bigger. Also i did create the Link to Company. @joelfradkin Since you're talking about a whole book, which i cannot purchase in time, is this by chance what you are talking about? https://de.scribd.com/doc/138056993/Accounting-5-Step-Guide When i've found the time to read en re-check, i will reply once more. So thanks for the time being. On 3 October 2014 19:22, joelfrad...@gmail.com joelfrad...@gmail.com wrote: Getting started with apache OFBiz accounting by Sharon Foga has a example of adding a new tax authority. Not sure this is what you are looking for as it does not mention in the steps VAT. Her steps are create tax authority party, tax authority setup rates, region),link the tax authority to the company, process a customer order to veify that the rate from new authority is applied. Hope that helps. - Joel Fradkin -- View this message in context: http://ofbiz.135035.n4.nabble.com/Setup-VAT-Taxes-tp4656487p4656494.html Sent from the OFBiz - User mailing list archive at Nabble.com.
Re: Setup VAT-Taxes
Adrian, For a short explanation on nexus, in the tax context, have a look here: http://en.wikipedia.org/wiki/State_income_tax#Nexus In general, the nexus is the party responsible for the taxes due by its subsidiaries. Best regards, Pierre Smits *ORRTIZ.COM http://www.orrtiz.com* Services Solutions for Cloud- Based Manufacturing, Professional Services and Retail Trade http://www.orrtiz.com On Wed, Oct 8, 2014 at 10:55 AM, Adrian Stern archd...@gmail.com wrote: Small Update: The 5-Step Accounting Guide does not help with tax matters. I've ordered the book and it should arrive sometimes next week. I've found out what nexus means for a company and changed the setting to Y. Which did not help. Also i changed the Tax-Type from VAT to Sales Tax in order to verify if it works with this seemingly more common setting. It did not. What i did to check if the settings apply and the taxes get calculated is to create an invoice with the product from my catalog, created a payment with the necessary amount and paid it. To check the glAccouns i used the Trial Balance. For my understanding: Is Nexus basically defines if a party has to actually pay taxes because some treshold is reached. *Is my understanding of nexus correct?* *Does the Trial Balance and my general procedure to test taxes suffice?* On 6 October 2014 14:29, Adrian Stern archd...@gmail.com wrote: @Pierre Smits Thanks for your Reply. Both of this i did. The percentage is used was 10 instead of 0.1. But if it had worked, the numbers would've just been bigger. Also i did create the Link to Company. @joelfradkin Since you're talking about a whole book, which i cannot purchase in time, is this by chance what you are talking about? https://de.scribd.com/doc/138056993/Accounting-5-Step-Guide When i've found the time to read en re-check, i will reply once more. So thanks for the time being. On 3 October 2014 19:22, joelfrad...@gmail.com joelfrad...@gmail.com wrote: Getting started with apache OFBiz accounting by Sharon Foga has a example of adding a new tax authority. Not sure this is what you are looking for as it does not mention in the steps VAT. Her steps are create tax authority party, tax authority setup rates, region),link the tax authority to the company, process a customer order to veify that the rate from new authority is applied. Hope that helps. - Joel Fradkin -- View this message in context: http://ofbiz.135035.n4.nabble.com/Setup-VAT-Taxes-tp4656487p4656494.html Sent from the OFBiz - User mailing list archive at Nabble.com.
Re: Setup VAT-Taxes
@Pierre Smits Thanks for your Reply. Both of this i did. The percentage is used was 10 instead of 0.1. But if it had worked, the numbers would've just been bigger. Also i did create the Link to Company. @joelfradkin Since you're talking about a whole book, which i cannot purchase in time, is this by chance what you are talking about? https://de.scribd.com/doc/138056993/Accounting-5-Step-Guide When i've found the time to read en re-check, i will reply once more. So thanks for the time being. On 3 October 2014 19:22, joelfrad...@gmail.com joelfrad...@gmail.com wrote: Getting started with apache OFBiz accounting by Sharon Foga has a example of adding a new tax authority. Not sure this is what you are looking for as it does not mention in the steps VAT. Her steps are create tax authority party, tax authority setup rates, region),link the tax authority to the company, process a customer order to veify that the rate from new authority is applied. Hope that helps. - Joel Fradkin -- View this message in context: http://ofbiz.135035.n4.nabble.com/Setup-VAT-Taxes-tp4656487p4656494.html Sent from the OFBiz - User mailing list archive at Nabble.com.
Setup VAT-Taxes
Hi I've spent the last two days trying to setung VAT-Taxes for Switzerland. Well... first just a working configuration and from there i will got further. So using the Information i've found in various snippets of unfinished documentation i've created a TaxAuthority and setup a Catalog containing a Category which contains a single product. When i create a new invoice and add the product (for which i did define a price), the price is not added to the invoice. Also if i set a Price manually in the position of the invoice, the taxes don't get added to it. So my conclusion is: None of he below mentioned Documentation shows the big picture necessary to understand the VAT-Implementation giving realistic expectation about what is gonna work, thus leaving out importent parts making it impossible to work with them. *If someone could point me to a usable documentation of the topic or could tell me the key-settings for enabling VAT. I would really appreciate it. If i get it to work satisfactory, i will create a documentation and put it in the wiki at the end of the semester.* Something like a checklist maybe? 1. Create Products 1. Enable foo on product 2. Setting bar on category 2. Create Tax Authority 1. And so on... Tax: 1. https://cwiki.apache.org/confluence/display/OFBIZ/08+Tax+Authorities 2. https://cwiki.apache.org/confluence/display/OFBTECH/OFBiz's+Tax+Authority+Data+Model 3. https://cwiki.apache.org/confluence/display/OFBIZ/VAT Catalog: 1. Set up catalog/categories http://www.hotwaxmedia.com/apache-ofbiz-blog/ofbiz-tutorial-how-to-setup-the-ofbiz-catalog-manager/ 2. http://ritesht.blogspot.ch/2008/03/categories-and-catalog.html Various 1. Ofbiz Tutorials - Hotwaxmedia http://www.hotwaxmedia.com/apache-ofbiz-erp/tutorials/ 2. https://cwiki.apache.org/confluence/display/OFBIZ/FAQ+-+Tips+-+Tricks+-+Cookbook+-+HowTo#FAQ-Tips-Tricks-Cookbook-HowTo-PricesWithVAT
Re: Setup VAT-Taxes
Adrian, Not only do you need a tax authority (set up in accounting), and a product category for products that are taxable, but you need to connect the two as well. See this example: http://demo-stable-ofbiz.apache.org/accounting/control/EditTaxAuthorityCategories?taxAuthPartyId=UT_UTAH_TAXMANtaxAuthGeoId=UT-UTAH Also, you'll need to set the percentage, see this example: http://demo-stable-ofbiz.apache.org/accounting/control/EditTaxAuthorityRateProducts?taxAuthPartyId=UT_UTAH_TAXMANtaxAuthGeoId=UT-UTAH I trust that helps. Regards, Pierre Smits *ORRTIZ.COM http://www.orrtiz.com* Services Solutions for Cloud- Based Manufacturing, Professional Services and Retail Trade http://www.orrtiz.com On Fri, Oct 3, 2014 at 4:34 PM, Adrian Stern archd...@gmail.com wrote: Hi I've spent the last two days trying to setung VAT-Taxes for Switzerland. Well... first just a working configuration and from there i will got further. So using the Information i've found in various snippets of unfinished documentation i've created a TaxAuthority and setup a Catalog containing a Category which contains a single product. When i create a new invoice and add the product (for which i did define a price), the price is not added to the invoice. Also if i set a Price manually in the position of the invoice, the taxes don't get added to it. So my conclusion is: None of he below mentioned Documentation shows the big picture necessary to understand the VAT-Implementation giving realistic expectation about what is gonna work, thus leaving out importent parts making it impossible to work with them. *If someone could point me to a usable documentation of the topic or could tell me the key-settings for enabling VAT. I would really appreciate it. If i get it to work satisfactory, i will create a documentation and put it in the wiki at the end of the semester.* Something like a checklist maybe? 1. Create Products 1. Enable foo on product 2. Setting bar on category 2. Create Tax Authority 1. And so on... Tax: 1. https://cwiki.apache.org/confluence/display/OFBIZ/08+Tax+Authorities 2. https://cwiki.apache.org/confluence/display/OFBTECH/OFBiz's+Tax+Authority+Data+Model 3. https://cwiki.apache.org/confluence/display/OFBIZ/VAT Catalog: 1. Set up catalog/categories http://www.hotwaxmedia.com/apache-ofbiz-blog/ofbiz-tutorial-how-to-setup-the-ofbiz-catalog-manager/ 2. http://ritesht.blogspot.ch/2008/03/categories-and-catalog.html Various 1. Ofbiz Tutorials - Hotwaxmedia http://www.hotwaxmedia.com/apache-ofbiz-erp/tutorials/ 2. https://cwiki.apache.org/confluence/display/OFBIZ/FAQ+-+Tips+-+Tricks+-+Cookbook+-+HowTo#FAQ-Tips-Tricks-Cookbook-HowTo-PricesWithVAT
Re: Setup VAT-Taxes
Getting started with apache OFBiz accounting by Sharon Foga has a example of adding a new tax authority. Not sure this is what you are looking for as it does not mention in the steps VAT. Her steps are create tax authority party, tax authority setup rates, region),link the tax authority to the company, process a customer order to veify that the rate from new authority is applied. Hope that helps. - Joel Fradkin -- View this message in context: http://ofbiz.135035.n4.nabble.com/Setup-VAT-Taxes-tp4656487p4656494.html Sent from the OFBiz - User mailing list archive at Nabble.com.
