Author Topic: Handling tax per line item  (Read 1475 times)

rpaulh

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Handling tax per line item
« on: March 20, 2012, 12:55:19 PM »
Feeling thick that I can't figure out how to push the tax amount per line item of an Invoice. Our Invoices have taxable and non-taxable line items on the same Invoice. I don't see a place to push the tax amount. Can someone enlighten me.

Geoffrey Gerhard

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Re: Handling tax per line item
« Reply #1 on: March 20, 2012, 05:24:34 PM »
If all taxable lines are taxable at the same rate, you'll need to include the SalesTaxCodeRef for each line. Default QB values are "Tax" and "Non". You'll also need to pass
ItemSalesTaxRef data to each Invoice.

If, on the other hand, taxable items can be taxed at different rates, your only option is to add additional InvoiceLines for each tax rate.  The ItemRef for each additional InvoiceLine will identify the appropriate SalesTaxItem and you'll pass the amount of tax for each rate (calculated in FMP) in the Amount element.

HTH!

Geoffrey Gerhard
Creative Solutions Incorporated
14000 Creekside Drive
Matthews, NC  28105
704) 814-6852

rpaulh

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Re: Handling tax per line item
« Reply #2 on: April 03, 2012, 07:47:28 AM »
Geoffrey,
Thanks again for the much need help. Have been very busy, hence the delay.
Paul