I have customers from cities around Texas (USA). Every month I have to pay taxes (Sales and use tax). I need to present how much taxes I have to pay for each city. That means, I have to create taxes for each city. For example: Alice City Tax- 8.25%, Baytown City- 8.25%, and so on. The thing is that I would like to know, if I can assign directly to each customer a custom tax, in order that when I choose a customer to make an invoice to automatically select the tax, instead of choosing manually the tipe of tax. Is it possible to that? (Assign an specific tax to a customer)
What you ask is not possible.
The closest you could get would be to make sure the type of tax is mentioned in the customerās address field somewhere. It might be that the state you enter for them is enough information.
Then when you are creating a sales invoice, and you select that customer, it will pre-fill the āBilling addressā field, and you can use that as a reference to remind you which tax code you should set for them each time.
I think this would work - however, Iām not familiar with your tax system. Are the tax rates set state-wide, or is it possible for two cities in the same state/territory to have a different tax rate?
Itās the same tax state-wide (8.25%, in Texas USA) but the problem is that I need to present how much taxes are from each city of Texas. Letās say I have customers in Dallas, Houston, Arlington, (cities from Texas). I need to assign a city tax name to each customer even tough itās the same tax percentage for everbody, in order to know how much taxes corresponds to each city. I need to do it this way because in ''Sales and Use Tax" (is where I declare taxes every month), I have to tell them how much taxes were from every city (sepparetely).
@INTERC, you will need to create a tax code for each city. See this Guide: Manager Cloud. Manager is not good at this, and the tax reports do not let you break things apart. But at least, in your case, all the rates are the same.
Thatās what Iām doing. The problem is that it will be a very large list of taxes to select while invoicing. Hope one day you guys solve this problem (add a tax code directly to a customer). It will be more simple and not confussing while selecting the tipe of tax. Maybe this is just in my case that I work in Texas USA.
The problem is that the program was conceived in a VAT environment, for which it works well. It isnāt so handy for a sales tax environment, especially when multiple jurisdictions are involved.
And Iām not one of āyou guys.ā Iām a forum moderator, not the developer.
I understand what you are saying but the problem is this, taxes are levied on goods and services (state wide) and not on customer locations. Location just becomes a subset of where those goods and services were delivered for reporting purposes.
Agreed, but once set up and knowing your most āpopularā cities you could prioritise them so that they appeared earliest by having a numerical prefix - 1 Houston, 2 Dallas, 3 Arlington.
Whilst this may assist with the input, admittedly the output analyse can only be assisted by having a separate BS Liability account for each city. Unfortunately, Special Accounts arenāt selectable under custom tax codes, otherwise this could have been kept much tidier.
However, the city liability accounts could be grouped within their own BS section.
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