[Vtigercrm-developers] Seeking clarification regarding Taxes

[Luc Van Hove]

Hi,

Mani, I will try to give you a simple view of how it is in Belgium.
We do not call it Tax but BTW (VAT in English).


Will tax be always on the post-discount price of a product?
[hovel] *yes.*

Will Sales people be selecting the taxes when they add a product to an 
Invoice?
[hovel] *No*. The BTW is product/service related. It can be added 
automatically.

An Invoice will have many line items. Should taxes be selectable at the
line item level? or should they be selectable only at invoice level (i.e,
the same taxes will apply for all items in the invoice).
[hovel] *Only at item level*. It is mandatory to specify the BTW rate at 
item level. (The rate, not the value)

Should tax values displayed at item level ?
[hovel] *Yes BTW-rate or code**, not value! (e.g. 21%)*

Should we show Net price after taxing at item level ?
[hovel] *No*?

Should the compound tax is on (all the taxes above + Amount ) OR  is on
(some taxes + Amount) ?
[hovel] *There are no compound taxe**s.*

Is it common to impose tax on the total value of purchase if we already
added at Item Level ?
[hovel] *Item level **BTW rate is mandatory*!

How common is imposing taxes on charges (Ex: shipping tax on Shipping 
Charges ) ?
[hovel] *Shipping is a service and therefore taxable. It should be part 
of the line items**.*

Is multilevel taxing (Taxing at subtotal stages) needed ?
[hovel] *no*.

Apart from many other mandatory things ,an invoice in Belgium contains 
three major parts relating to BTW:

1 - *line items*
     Name + quantity + unit price + total price + BTW-rate.
     Item1    1    50,00EUR     50,00EUR    21,00%
     Item2    2    25,00EUR     50,00EUR    21,00%
     Item3    4    25,00EUR    100,00EUR     6,00%

2 - *BTW rat**e summary*
     Per BTW rate present in the line items part
     total price for this rate + BTW-rate + BTW amount for this rate;
     e.g.
     100,00EUR    21,00%    21,00EUR
     100,00EUR     6,00%     6,00EUR

3 - *Grand total section                (e.g.)*
     Grand total price Excluding BTW    200,00EUR
     Grand total BTW amount              27,00EUR
     Grand total price including BTW    227,00EUR



Best regards,
Hovel

Op 2013-05-24 17:52, Frank Piepiorra schreef:
> Subject: [Vtigercrm-developers] Seeking clarification regarding Taxes
> 	and	Charges Enhancements in Vtiger
> Message-ID:
> 	<CAHWr2mqDyM8sfXjHG3ZjKi9rZxY8XxjhYL0s=2oncr8fEcM7EA at mail.gmail.com>
> Content-Type: text/plain; charset="iso-8859-1"
>
> Hi,
>
> We are working to enhance the functionality of taxes in inventory modules.
> We have few questions on how the taxing system will be ?
> Listed below are our queries
> [[crm-now]] Mani, I may tell you how it looks here in Germany (Austria). In
> principle the individual and the group tax mode as they are currently with
> 5.4.0 cover already all possible cases. So there no really a need for
> enhancements.
>
>
> Will tax be always on the post-discount price of a product?
> [[crm-now]] yes
>
> Will Sales people be selecting the taxes when they add a product to an
> Invoice?
> [[crm-now]] Probably not. Since a tax depends on the type of
> product/services it is expected that the tax stored at a product/service
> entry gets filled in automatically.
>
> An Invoice will have many line items. Should taxes be selectable at the
> line item level? or should they be selectable only at invoice level (i.e,
> the same taxes will apply for all items in the invoice).
> [[crm-now]] On both.
>
> Should tax values displayed at item level ?
> [[crm-now]] yes
>
> Should we show Net price after taxing at item level ?
> [[crm-now]] It is sufficient at it is with 5.4.0 now.
>
> Should the compound tax is on (all the taxes above + Amount ) OR  is on
> (some taxes + Amount) ?
> [[crm-now]] all taxes
>
> Is it common to impose tax on the total value of purchase if we already
> added at Item Level ?
> [[crm-now]] Item level taxes are only necessary if you have different taxes
> for different line items (individual tax mode)
>
> How common is imposing taxes on charges (Ex: shipping tax on Shipping
> Charges ) ?
> [[crm-now]] common, since you may deduct taxes and shipping costs
> differently
>
> Is multilevel taxing (Taxing at subtotal stages) needed ?
> [[crm-now]] no
>
>
> Please clarify.
> Also if you have any references, models, thoughts please do share.
>
> Mani,
> Vtiger Team
> ***************
>
> _______________________________________________
> http://www.vtiger.com/
>

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