In this lesson we will cover:
– How to configure tax rules.
– What can be filtered with.
You can now configure tax rules to update the tax on Products, Product Bundles, etc. This will be useful for our US customers, due to the complex nature of applying tax on different items and how location is a factor in tax rates. To account for this, Halo has enabled the ability to set tax on items based on rules, the same way criteria for a ticket can be set based on ticket rules.
Currently, you can filter on:
- Top Level.
- Customer.
- Site.
- Product.
- Product Bundle.
- Supplier, or
- "Is a Purchase Entity (PO or Bill.)".
Tax rules will override the product level tax etc. They take precedence within Halo over any other tax settings.
Configuring Tax Rules
Navigate to Configuration > Billing > Tax Rules.
Click into tax rules and add some, there is a sequence that will be set for the list of rules that are configured. This sequence is chosen on creation of the tax rule.
The following is an example of how tax rules may be set:
Fig 1. Tax rule setup
The Tax Rules are logical AND's between conditions and logical OR's within the condition.
(e.g. customer restriction with ten customers is any of those customers fulfil the condition, but if there are two conditions, both must be fulfilled).
For example in the image above the Customers are "Acorn Construction", "Mario and Luigi's Pizza Place" and (the conditions being customer and product) the Product is a phone or (The or is within the condition of the product) a workstation, then add sales tax at 20%.
The tax rates to choose from on the "Tax code" dropdown can be configured the following way:
Fig 2. Example of a tax rule for a state
When generating invoices, where tax rules have been in use. There will be a column on the invoice that states the tax applied has been overridden by tax rules.
Fig 3. Column on an invoice to show that a tax rule has been used
The sequence set in the list will be the way that Halo applies precedence to the list of rules, it will check through sequence 1, then 2 and so on.
Fig 4. Sequence column on the list of tax rules to show which order they will apply in
Each type of criteria that can be set (i.e. customer) can only be set once. This is due to the Tax rule being set per code, so if you want to set multiple tax rates for different items, you don't have includes, or doesn't include, you just have a sequence of different rules for each category of tax.
