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Macola Tax Calcualtion
- Thread starter relewisjr
- Start date
Tax Schedules are made up of one or more tax details. For example, tax details might be:
CA State Sales Tax 7%
Orange County Taz 1.5%
Santa Ana City Sales Tax .5%
Special District Tax .25%
For a total of 9.25%. Each of these taxes could be payable to a different entity and have a different liability account on the balance sheet.
You would create a tax schedule marrying these together, then assign the tax tax schedule to the customers and alternate addresses. Finally, you would make the customer and items as taxable (Pro Tip: EVERY customer should marked as taxable, it is simply that some of them have tax rate of zero. Then create a tax schedule for EVERY reason that the tax rate is zero: Resale, government, non-profit, etc. The Sales Tax reports then make it a snap to file a sales & use tax return).
If Santa Ana, for example, raised the city tax, you only need to go to tax detail maintenance to change one tax detail, rather than going to every Santa Ana customer and address to change them.
As to the calculations, if the customer and item is taxable (labor is most cases is not), Macola calculates the sales amt x the tax rate for each line item on the invoice that is taxable, accumulates it and makes one journal entry per invoice, at the time the invoice is posted.
If you have thousands of tax jurisdictions and are have trouble managing this, there is an Avalara tax integration available, but not for Progression, only for Macola ES or Macola 10.
Let me know if you have any questions.
Software Training, Implementation, Programming and Support for Macola Progression, Macola ES, Synergy, and Crystal Reports. Check out our Macola tools:
CA State Sales Tax 7%
Orange County Taz 1.5%
Santa Ana City Sales Tax .5%
Special District Tax .25%
For a total of 9.25%. Each of these taxes could be payable to a different entity and have a different liability account on the balance sheet.
You would create a tax schedule marrying these together, then assign the tax tax schedule to the customers and alternate addresses. Finally, you would make the customer and items as taxable (Pro Tip: EVERY customer should marked as taxable, it is simply that some of them have tax rate of zero. Then create a tax schedule for EVERY reason that the tax rate is zero: Resale, government, non-profit, etc. The Sales Tax reports then make it a snap to file a sales & use tax return).
If Santa Ana, for example, raised the city tax, you only need to go to tax detail maintenance to change one tax detail, rather than going to every Santa Ana customer and address to change them.
As to the calculations, if the customer and item is taxable (labor is most cases is not), Macola calculates the sales amt x the tax rate for each line item on the invoice that is taxable, accumulates it and makes one journal entry per invoice, at the time the invoice is posted.
If you have thousands of tax jurisdictions and are have trouble managing this, there is an Avalara tax integration available, but not for Progression, only for Macola ES or Macola 10.
Let me know if you have any questions.
Software Training, Implementation, Programming and Support for Macola Progression, Macola ES, Synergy, and Crystal Reports. Check out our Macola tools:
- Thread starter
- #3
We have an eCommerce site that uses one customer in Macola when orders are placed. This makes it difficult or impossible to have customers entered in Macola from the web site. Are there any alternative approaches to get the tax into Macola? The ecommerce site is SiteFinity and it does Tax calculations. Can it be set up to not use the Macola calculations and import the SiteFinity calculated tax. Thank you.
First of off what version of Macola are you using, and what database?
Software Training, Implementation, Programming and Support for Macola Progression, Macola ES, Synergy, and Crystal Reports. Check out our Macola tools:
Software Training, Implementation, Programming and Support for Macola Progression, Macola ES, Synergy, and Crystal Reports. Check out our Macola tools:
- Thread starter
- #5
Ok this probably doable. I would buy the Wisys Macola API aka Wisys Objects to make creating an order form your eCommerce database a quick project. Then you pass the order a generic sales tax code, % and $ amount. From there you can print pick tickets, packing list, ship and invoice the order just like any other order that was manually keyed in.
The Wisys Objects would be free if you are already using Wisys WMS, otherwise they are $7200 but they are well worth it.
Let me know if you need anything else.
Software Training, Implementation, Programming and Support for Macola Progression, Macola ES, Synergy, and Crystal Reports. Check out our Macola tools:
The Wisys Objects would be free if you are already using Wisys WMS, otherwise they are $7200 but they are well worth it.
Let me know if you need anything else.
Software Training, Implementation, Programming and Support for Macola Progression, Macola ES, Synergy, and Crystal Reports. Check out our Macola tools:
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