Ahtinc

I have visualized how a Use Tax Report should be set up, however I don't have the ability to manipulate reports to get the desired result. (I also am not entirely sure if I have access to the subreports that need to be manipulated.)

Legal implications - Either Sales or Use Tax can be reported on a transaction, but only one or the other can be charged on one transaction. If you report Sales Tax, it has to be paid immediately and is shown on the transaction for the customer. If you report Use Tax you get a grace period (probably depends on the State) of up to 60 days and is calculated in per item, but NOT shown to the customer.

The report should be manipulated as such:
Individual items listed with price - The field for actual "price" will be invisible.
Use tax calculated on each price (pull "sales tax" from d-tools settings, in some places sales and use tax are the same rate) - The field for "tax" will be invisible.
Show sum of price and tax - Displayed as actual "Price" that the customer is paying and the only text box shown in the report.

Summary Detail Subreport - Does NOT show ANY tax in the report, only adds up the "sum of price and tax".


Unfortunately, I believe that the tax needs to apply to labor and misc parts as well... so this would have to be manipulated for each individual subreport accordingly.

I hope that is enough food for thought on how to create the report. I don't know what reports to manipulate to pull the individual items/labor/misc costs, add the tax, and complete the sums without having a large mess on my hands.

Note: I have visited the idea of just manipulating the price margin to include the added 6% for tax, but that doesn't allow for any reporting on actual taxes, and if the margin is changed by sales, I can't guarantee that the taxes will be added back in correctly (in the case of product or industry discounts.)

I look forward to hearing from you soon!