Customisable taxes

Tax is data, not code: define as many rates as you need and set which parts, customers and vendors attract each of them.

  • Any number of tax codes, each on its own account.
  • Rates change over time, with the effective date held against each rate.
  • Taxable status set per part and per assembly.
  • Taxable status set per customer and per vendor, so exemptions are automatic.
  • Tax calculated on top of the price or included in it.
  • Several taxes on one transaction, compounding where the rules require it.
  • Tax collected and tax paid reports for the return.
  • A non-taxable report for the items that were exempt.
  • Tax numbers held on customers and vendors and printed on documents.
Tax codes with rates, numbers and valid-to dates
Tax codes with their rates and registration numbers — add as many as you need.
A part record showing its tax checkboxes
Taxable status is set per part…
A customer record showing tax settings
…and per customer, so exemptions apply themselves.
A vendor record showing tax settings
Vendors carry their own treatment too.
Tax collected report
Tax collected for the period, by rate.
Non-taxable sales report
And what was exempt.
A printed order showing the VAT line
How it lands on the document: VAT (10%) on 1,433.36.
An invoice showing tax per line
Tax on top or included in the price, per customer.

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