Hi Susan,

If you set of the WEEE fees as a tax, then the tax tracking reports in OrderEntry should provide the necessary detail for an auditor. Your PST and GST taxes are only shown as a total amount in your g/l too.

An Adagio consultant is the appropriate place to turn for setting up a new tax.

Susan, Yogi and other Ontarions struggling with this:

One of my clients has a similar issue with envro fees on paint. Like Susan suggests, they created a whole category of non-stock items for the fees. (the category code is the first segment in their item number, so they make the rest of the item code the same as the code for the item the fee applies to.

They use the Order entry History inquiry for Items; select the category and appropriate dates, and produce the detailed report which they can export to Excel.

Hi All,
We're in Ontario, and we followed Doug's suggestion and set up our clients' with the OES tax group.

It works by calculating the OES tax on either Cost 1 or Cost 2. IF Cost 1, then the OES Tax is going to be 100% of the field. You will need a new tax group, say OES, and Jurisdiction 1 will be PST, Justisdiction 2 will be OES, and Jurisdiction 3 will be GST.

GST can be charged on selective lower jurisdictions.

For now, you cannot report on the line calculation tax for the each line item, but for practical purposes say in Point of Sale slips, it really isn't viable. You can report the total for Jurisdiction 2 as an OES fee amount as a summary line item or a total.

To implement, export out the customer tax groups and import and replace with the OES Tax Group. Also export the Item cost1 (or Cost 2) with the related OES fee for applicable item, and reimport back in.

GST initially said you had to report each line item designation for being GSTable or exempt. It was never enforced and most sites still do not report other than on the total.

If you need assistance, call our office in Waterloo. 800-540-3164. We can do onsite or remote installation.

Regards,
Brian