I have a need for separating taxable and nontaxable subtotals on OE invoices. There is no specific subtotal for nontaxable items. Do I make a separate tax group for taxable vs nontaxable items and try to track their jurisdiction base?

I will play with it but if someone else has figured this out, let me know.

RES

Bob:

You can't have multiple tax groups of a single invoice. In sample data their is an OE Invoice spec called 'Invoice: Detail Tax'. Try playing with this to see if it could work for your client.

Doug

Thanks for the suggestion. I used the spec to study the taxable/nontaxable subtotals I need for my client. What made it happen was using spec code V04 for the non taxable total and using F27 for the taxable total. V04 is suppose to be taxable amount from the Value-added Tax area, but it pulls the non taxable amount. F27 is total of tax base jurisdiction 1, I only have a need for one jurisdiction when using the State Sales Tax in the sample data.

What I found was that V04 showed nontaxable amounts subtotal when I had mixed items of taxable and nontaxable. It showed taxable amounts when there was only taxable items. F27 always showed the correct taxable amount.

My conclusion is that I will need two specs, one for mixed taxable/nontaxable items and one for straight taxable items for the form to show the results I want.

I will see if the customer likes the solution.

Does anyone use the value added tax spec codes in the OE spec forms?

Call me if you have a need for this solution. It took a bit to make things work.

RES

Bob:

Interesting enough, though we have a VAT tax in Canada I've never found a need to use the V codes.

Sounds like the problems you found are not the way it should work. You might consider reporting this to Softrak and an issue.