Sales Tax Setup Texas
Hi All,
I have a question about sales Tax for Texas. I have imported the Jurisdictions and Sales Tax Codes. The Sales Tax Codes was done by Zip code, but because there might be 2 different County Taxes within one Zip Code, I created it as ZipcodeA, ZipCodeB etc.
My question is, this way of setting up Sales Tax Codes are not working, because the Client don't know in which county their customers is (mostly E-commerce business). How do I define Sales Tax Codes so that it is meaningfull to the client?
Any help will be greatly appreciated!
Hi Marli,
If your Client don't know in which county their customers is, they have to find it out from other souses. B1 will be no way to help in this circumstance.
Thanks,
Gordon
Similar Messages
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State Sales Tax setup documentation
Hi All,
Is there any documentation on the subject for release 11i and up?
Thanks in advance
A/AHi,
All Oracle Apps 11i/R12 documentation can be found at:
Applications Releases 11i and 12
http://www.oracle.com/technology/documentation/applications.html
Thanks,
Hussein -
US: Tax-setup of Sales and Use Tax in a company located in Michigan, US
Dear all!
Below it's described how the A/P-taxes have to be handeld in our company in Michigan, US. We want to use a very simple TAXUS-setup (No Jurisdiction). Actually we have problem in setting up the tax-scheme of TAXUS with the following cases:
In the US, there are four situations for our Sales/Use Tax. All four are for A/P only. All four are related to the State of Michigan. The applicable tax rate is either 0% (exempt from tax) or 6% (taxable).
The first two involve invoices that are correct from the vendor and nothing special needs to be done. The
payment is made to the vendor and the full amount of the invoice is booked to the expense account (i.e. 123456 Telephone).
1. The vendor DOES NOT charge sales tax on items that are EXEMPT from sales tax.
2. The vendor DOES charge sales tax on items that are TAXABLE.
The second two situations involve invoices that are incorrect from the vendor and our company must account for the sales/use tax.
3. The vendor DOES NOT charge sales tax on items that are TAXABLE. Our company must accrue for the tax due to the State of Michigan and pay it at the end of the period.
4. The vendor DOES charge sales tax on items that are EXEMPT from sales tax. Our company must either deduct the sales tax on the invoice from the payment and reduce the amount paid to the vendor OR pay the invoice in full and book the overpayment of tax against the accruals from item #3.
Especially case #3 is actually the biggest challenge to be setup in the system in order to get the amounts correctly calculated. To our opinion the SAP has to create an additional tax-line item.
Thanks a lot for a helpful answer or solution!
Regards,
BerndHi Bernd,
Did you get a solution for your query? If so, can you please share that? I have the same scenario for Geismar, Louisiana.
Please let me know how did you configure the Accrued tax. Really appreciate your response.
Thanks, Reji. -
A/R Installment Payments with Sales Taxes and Freight in 1st payment
Our sales dept. wants to offer our customers Installment Payment plans (6, 12, 24 mths) for product sales which is easy enough to set up using Payment Terms and the Installment Payment flag.
But our Accounting Dept wants to collect the Sales Taxes and Freight "up front" in the first payment.
We do not want to use Milestone billing since Accounting wants to recognize the revenue of the sale during the month of the sale ... so a single Invoice to the customer with the Payment Plan printed on the invoice is the option they want done.
I have not been able to find any way to set up the Installment Plan configuration to do such a thing. The Terms of Payment refer to the total Invoice amount.
Has anyone here be able to accomplish such configuration (without doing custom coding in a User Exit)?
Example: $60,000 item, %5,000 tax, $100 frieght = $65,100 total invoice. (6 month payment plan)
Payment #1 = $15,100
Payment #2 = $10,000
Payment #3 = $10,000
Payment #4 = $10,000
Payment #5 = $10,000
Payment #6 = $10,000I have already set up the installment plan in OBB9 with 6 entries (1 - 6) for my IP Payment Term of IPM1. I have the percentages setup as 16.67 for each of the installments and the last set at 16.65 (equaling 100%).
The problem with Sales Tax and Freight is that you can not simply assign an arbitrary percentage to the 1st installment (for example make the 1st installment 25% and break up the remaining 5 installments fromt he other 75%).
We need to make sure that the first Installment from the customer is for the Sales Tax, the Freight, and exactly 1/6 of the material cost (if it is a 6 month payment plan).
I have activated User Exit EXIT_SAPLV60B_007 to intercept table generation of the installment plan that is sent to Accounting to fix this problem. Now the Accounting document connected with the customer invoice is correct. My next step is to fix the SmartForm print of the Installment Plan on the customer's Invoice. -
Need to change sales tax from point of sale to point of delivery
Hi all,
Recently the tax laws were changed such that sales tax is to be collected based on where the product will be delivered to (rather then where the product was sold from).
Briefly we are an agency with mulitiple divisions, and within those divisions several sales offices. Previously, a sales would be made from the sales office, and based on the tax rate for that division and sales office (county/city) the sales tax would be calculated.
Now we need to shift that so that a sales can still be made from a division/sales office, but the collected tax is based on where the product will be delivered to.
I'm sure there is a way to set this up, but I'm at a loss as to where to start.
One of teh options the customer suggested was to have a sales area set up with all the cities and tax codes in it. Then assign that sales area to each of the sales offices. Is this possible? Or do you have to have a separate sales area for each sales office?
I'm open to any suggestions you may have as I'm not very familiar with this side of SAP (sales distription and taxes).
Thanks in advance for your thoughts!
LaurieThanks Bill. As it turns out, we are in the US where jurisdiction is an option I guess so this procedure may not be needed. As I dig further it appears we are currently setup to use TAXUS procedure which utilizes tax codes - a limited number. But since the recent change, we may need to switch to TAXUSJ.
Does this ring a bell for anyone? If it is what we need to do, what need I be aware of that will change in the rest of the system?
Thanks for your answers so far!
Laurie -
I have an order with a number of order lines. For each of the order line there is a sales tax associated with it. The orders are created outside OM and needs to be imported into Order Import as order lines and sales tax lines.
What is the proces to setup Order Import and OM to receive orders, order lives and tax lines?
The only way I have found is to setup "dummy" transaction types.
Any help on this will be greatly appreciated.
Please reply here or to [email protected]
Thanks,
HansHello Rahul,
I think you didn't get my question. If customer give purchase order i.e. our sales order in PDF file, how to upload this file in SAP Business One?
Regards,
Akshata -
Sales Tax Jurisdication setup has changed in a recent release. Does anyone have new import templates for the Data Transfer Workbench (preferably a functional sample).
Thanks,Peter,
I am not sure if this is very helpful, but I believe the template in 2007 release is the SalesTaxAuthorities Template.
also, if you want a functional idea of the format for the template run the following select statement.
I think it will give you an Idea of the format, by exporting any information that is already in the system.
SELECT
T0.[Code], T0.[Type],T0.[PurchTax], T0.[SalesTax], T0.[deferrAcct],
T0.[Name], T0.[NonDdctAct], T0.[Rate], T0.[UseTax]
FROM OSTA T0
I hope this helps,
Lucas -
When we add additional distribution lines to an invoice for sales tax the income tax type field is automatically populated based on the supplier setup. Should sales tax lines be included in the total income reported on a 1099?
When we add additional distribution lines to an
invoice for sales tax the income tax type field is
automatically populated based on the supplier setup.
Should sales tax lines be included in the total
income reported on a 1099?I am not much aware of it functionally...but last year when I got the 1099's printed out, the printed copies did not have sales tax as a separate line item.
Thanks,
Chiru -
Hi,
I have a requirement to create a sales tax code within the SAP B1 database using the DI API but, to be hinest, am confused about how to do this in code. I have searched the SDK help and noted the SalesTaxCodes and SalesTaxCodes_Lines which I think I know how it fits together but what are the SalesTaxAuthorities and SalesTaxAuthorities_Lines objectes and how do they fit into the whole structure? Bascially what i am trying to do is enter the following type of data:
Tax Code: "R"
Tax Rate: 10.0%
Tax Description: "Reduced Rate VAT"
Is there an easy way of doing this?
Thanks
AdrianHi Adrian,
Ok to start from scratch, the first step is to create a new sales tax jurisdiction type. I created one called Country and it has the type "1" (which I got from querying OSTT). The jusrisdiction type is like a category of tax.
Next I have to create a new sales tax jurisdiction - So I created one called USA Test with the code USA, with a base rate of 10% and it is of type 1 (country).
Dim oTax As SAPbobsCOM.SalesTaxAuthorities
Set oTax = oCompany.GetBusinessObject(oSalesTaxAuthorities)
oTax.Name = "USA Test"
oTax.Rate = 10
oTax.Code = "USA"
oTax.Type = 1
oReturn = oTax.Add
If oReturn <> 0 Then
oCompany.GetLastError oError, errMsg
MsgBox (errMsg)
Else
MsgBox ("Sales Tax Jurisdiction Added")
End If
This adds a new sales jurisdiction - however, if I want to use it, I now have to add a Sales Tax Code and reference this jurisdiction:
Dim oCode As SAPbobsCOM.SalesTaxCodes
Set oCode = oCompany.GetBusinessObject(oSalesTaxCodes)
oCode.Code = "US1"
oCode.Name = "USA Region 1"
oCode.Lines.STACode = "USA"
oCode.Lines.STAType = "1"
oReturn = oCode.Add
If oReturn <> 0 Then
oCompany.GetLastError oError, errMsg
MsgBox (errMsg)
Else
MsgBox ("Sales Tax Code Added")
End If
Now if you go to Administration --> Setup --> Financials --> Tax --> Sales Tax Codes and search for the Tax Code "US1", you will find it there with one line added to it (the country jurisdiction of USA).
The rates of tax of each of the SalesTaxCode_Lines for a SalesTaxCode are added together to create the overall tax rate for that code. (for example, if you want to create a Tax Code for a city in the US and the United States has a tax of 10%, the state has an additional tax of 5% and the city of 2% you will get an overall rate of 17%).
Even from reading back over this I think its a bit complicated, but I think if you play around with that code and try creating and modifying a few jurisdictions and codes it should become clearer.
This is all relevant to the USA localisation. If you are working on a localisation that does not use SalesTaxCodes Jurisdictions it is as simple as this:
Dim oCode As SAPbobsCOM.VatGroups
Set oCode = oCompany.GetBusinessObject(oVatGroups)
oCode.Code = "R"
oCode.Name = "Reduced Rate VAT"
oCode.VatGroups_Lines.Rate = 10
oCode.VatGroups_Lines.Effectivefrom = Now
oReturn = oCode.Add
If oReturn <> 0 Then
oCompany.GetLastError oError, errMsg
MsgBox (errMsg)
Else
MsgBox "Tax Code added"
End If
Hope this is useful,
Regards,
Niall
SAP Business One Forums. -
Hi,
Can any one tell how to handle the tax setup mentioned below in sales doc
A = QTY * Rate
B = PACKING CHARGES
C = OTHER CHARGES
D = (A + B + C ) *10 % >>>(EXCISE DUTY @ 10%)
E = (D * 2%) >>>(ECess @ 2% ON EXCISE DUTY)
F = (D * 1%) >>>(HECess @1% ON EXCISE DUTY)
G = Transportation charges
H = ((ABCDEFG) * 3%) >>>(OCTROI @ 3%)
I = (H*1%) >>>(OCTROI SERVICE TAX @ 1% ON OCTROI CHARGES)
J = ((A TO I)*4%) >>>(VAT@ 4%)
K = (A TO J) * 0.092% >>>(INSURANCE @ 0.092%)
swapnilSolved
-
We are using 2007A PL48. We would like to create a sales tax formula (using IF, Then, Else). I've found threads talking about the OFML table, where tax formulas are stored. However, I can't seem to find where the tax formula setup functionality is. Is this functionality only available for 2007B?
Thanks for your help.I assume by menu you mean: Administration > Setup > Financials > Tax
When I go here I only have three options: 1. Sales Tax Jurisdiction Types 2. Sales Tax Jurisdictions 3. Sales Tax Codes.
Is this where it would be located if I had it? -
VAT and Withholding tax setup for Philippine
Hi ,
Anyone is familiar with the VAT and Withholding tax setup for Philippine.
What is the VAT and WHT config in order to fuilfil the following example.
Appreciate if someone is able to provide me some help on this. Thank you.
Invoice Amount of P 1,120.00 gross of VAT
Services Sales to Private
ENTRY TO RECORD REVENUE Debit Credit
Accounts Receivable 1,120.00
Vat Consultancy Set-Up 120.00
Revenue 1,000.00
ENTRY UPON COLLECTION
Cash in Bank 1,100.00
Taxes Payable - BIR ITR 20.00
Vat Consultancy Set-up 120.00
VAT Consultancy Payable 120.00
Accounts Receivable 1,120.00Additional Information
Value Added Tax Reporting:
Advance Return for Tax on Sales/Purchases (VAT Reporting)
Use
In the Philippines, companies are required to submit Bureau of Internal Revenue (BIR) forms 2550M for the monthly (value-added tax) report and 2550Q for the quarterly VAT report. However, these forms also include information not provided by the SAP System, such as advance payments. Using the Advance Return for Tax on Sales and Purchases report, you can print the relevant VAT data and enter it in forms 2550M and 2550Q.
Integration
The report is based on the SAP List Viewer (ALV), which enables you to define your own display variants, according to the BIR requirements listed below.
Activities
To access the report, from the SAP Easy Access screen, choose Accounting --> Financial Accounting --> General Ledger --> Reporting --> Tax Reports --> General --> Advance Return for Tax on Sales/Purchases --> Advance Return for Tax on Sales/Purchases.
You need to make the following settings, in addition to your specific selection criteria:
Under Set the following indicator(s)
Output control Read address data
Output lists Output tax: Line items
Input tax: Line items
You need to define your SAP List Viewer display variant to include the following data on the VAT report, as required by the BIR:
u2022 Reporting company's name and TIN
u2022 Vendor or customer name
u2022 Vendor or customer TIN
u2022 Vendor or customer address
u2022 Document date
u2022 Document number
u2022 Reference number
u2022 Invoice amount
u2022 VAT amount
Withholding tax reports
Generic Withholding Tax Reporting
Use
You use the Generic Withholding Tax Reporting tool to generate withholding tax data for withholding tax reports submitted to the Philippine Bureau of Internal Revenue (BIR) and vendor certificates, as follows:
u2022 BIR form 1601 u2013 Monthly Remittance Return of Income Taxes Withheld
u2022 BIR form 2307 u2013 Certificate of Creditable Tax Withheld at Source
u2022 BIR form 1604 u2013 Annual Information Return of Income Tax Withheld on Compensation, Expanded and Final Withholding Taxes
Features
SAP delivers standard report variants and Smart Forms for each of the reports and the certificate, which are listed below.
SAP also provides a display variant for the output lists, 1SAP, which you can specify under Output control and lists in the Display variant column.
BIR 1601
SAP provides withholding tax data for page 3 of the form. The form comprises three sections u2013 expanded withholding tax, final tax based on the regular rate, and final tax based on treaty rates. Within each of these sections, the data is summarized according to the nature of the income payment (ATC code). For more information, see Withholding Tax Code.
The predefined report variant for BIR 1601 is SAP&PH_1601, and the Smart Form is IDWTCERT_PH_1601.
BIR 2307
The predefined report variant for BIR 2307 is SAP&PH_2307, and the Smart Form is IDWTCERT_PH_2307.
BIR 1604
You use BIR form 1604 to report expanded and final withholding tax for all nonemployee transactions.
SAP provides the three required sections of form 1604: alphalists 3, 4 and 5 (schedules):
Section of BIR 1604 -DESCRIPTION - Predefined report variant - Smart Form
Alphalist 3 Payables subject to expanded withholding tax SAP&PH_1604-3 IDWTCERT_PH_1604_SCHEDULE3
Alphalist 4 Payees subject to final withholding tax SAP&PH_1604-4 IDWTCERT_PH_1604_SCHEDULE4
Alphalist 5 Other payees whose income payments are exempt from withholding tax issued but subject to income tax SAP&PH_1604_5 IDWTCERT_PH_1604_SCHEDULE5
Prerequisites
For each withholding tax report, note the required Customizing settings for the corresponding output group.
Activities
To access the report, from the SAP Easy Access screen, choose Accounting --> Financial Accounting -->Accounts Receivable --> Withholding Tax --> Generic Withholding Tax Reporting.
The Generic Withholding Tax Report has several options for reporting.
The report can be run without the Output Group field populated, or it can be run with one of the PH1 to PH5 options as it relates to the reporting forms/requirements
Hope this piece of information is helpful to you. -
What is the correct A/C all mapped in Withholding Tax -setup Window ?
Sir,
I want to know the A/C of all Withholding Tax which are mapped in the Withholding Tax - setup Window.
Can u tell me the all correct A/C which r mapped in Withholding Tax window.
I know that A/P and A/R TDS A/C and all further in the table setup are shown but i don't know the correct A/C
mapped to do any Purchase and Sales Process ,which A/c is hit on that Marketing Document.
Plz tell me .....................!
Edited by: jyotasna on May 26, 2011 7:00 AMhai,
You must create some ledgers as per requirements for mapping your TDS,
TDS - Payable Professional Charges
TDS - Payable Contractors
TDS - Payable rent etc, for AP TDS,AP Surcharge,AP Cess
TDS - Receivable for AR TDS,AR Surcharge,AR Cess
for each ledgers there are 4 varieties Invoice company,Invoice Others,Payment Company,Payment Others
Regards
Janeesh -
Good morning all,
Tax setup is driving me mad. Could you please have someone analyze how tax is calculated for an Organization in Oracle?
Correct me if I'm wrong. tax is calculated based on items.(item setup)
Frames= EXEMPT
glasses=(blank so it picks up TAX CODE set in customer standard)
We charge Sales Tax to orders according to State Tax Sales Tax application rule for the following States/Country:
Canada = taxed glasses only USES TAX CODE CN1
California= taxed glasses only USES TAX CODE CA2
OK= taxed frames and glasses (Customers in OK has LOCATION TAX CODE)
MO=frames and glasses TAX CODE MO
NV=frames and glasses TAX CODE LV
WHAT WORKS: (opposite of what is set in item setup)
CANADA=CN1 tax on glasses
CALIFORNIA= CA2 tax on glasses
- locate where rule was set...is it item exemption?
Thanks,
PrakashHi
You are right, we are calculating tax for frames in some states by customer.
Here is my analysis
If we apply tax exemptions to item, then it will applicable to all customers .
So in our case we have to apply tax exemptions to customer then the tax will applicable to that particular users.
Please correct me. -
Calculation of sales tax for free item
Dear SAP B1 Experts
I have query regarding sales tax calculation for free item .
For EG. I have two item for sales (A = 1000, B = 100) Sales tax is VAT4%
But when i am doing sales, i am selling B for free of cost with A for Rs 1000/-
here my tax calculation is (1000 *4%) = 1040/-
but as per the govt sales tax rule, we are liable to pay the tax for free item as well
So I this case, In SAP B1 how we will calculate the tax 4% for free item .
Please help me.
Thanksi have checked, its working okay, but
in Invoice print out unit price and line total is showing for free item. How i make the unite price 0 .
Tax only calculation is based on the Line total and the line total is based on the unit price.
in that case when i give the invoice to the customer.
It should show like this
Item A 100 * 10 1000
" B 0 * 1 00
1000
4% tax 44
Doc Total = 1044
thanks
Regards
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