Multiple taxes

[dhwinn]

Very new to Filemaker development. I am trying to set up a simple billing solution. So far I have created tables for Clients, Projects and Invoices. My problem lies with the Invoices and calculating tax.

My clients fall into one of three possible tax situations. They can pay either two taxes, one tax or no tax.

When I create a new client record in my Client layout, I can set that client's tax situation with a drop down value list (GST + PST, GST only, or No Tax). The client can only fall into one tax situation, and it does not change.

When I create a new invoice record in my Invoice layout, I can select a client from a list, which then looks up related info (address, phone number etc...) including that client's tax situation.

I can set up an Invoice layout with a simple tax calculation, but what I'd like to accomplish is this:

When I select a client in a new invoice record, I'd like the Invoice layout to know which taxes to use for that client and calculate the proper tax.

I have no idea how to go about doing that.

The tax situations are as follows:

1) GST (5%) and PST (7.5% calculated on subtotal + GST)

2) GST only (5%)

3) No tax

In situation 1, both the GST and PST must be displayed on the invoice.

Any help is appreciated.

[Søren Dyhr]

When I select a client in a new invoice record, I'd like the Invoice layout to know which taxes to use for that client and calculate the proper tax.

I have no idea how to go about doing that.

How do you get the Address etc. - do you not think it's done similar? What might be experienced tricky is that the item lines is yet another relation away... or tunnelling if you wish.

Study these two things:

http://www.newcenturydata.com/downloads/gtrr_multi_hop.zip

http://www.filemakermagazine.com/videos/graph-rules-four-rules-to-remember.html

--sd