Calculating (or not) Sales Tax

[Rob Reiser]

I'm trying to set up my FM invoice file to calculate sales tax - or NOT - depending on whether the job I do is taxable or not.

I'm not sure that I've set this up the right way, but here are the fields I currently have:

Subtotal (a calculation of Hours X Rate)

Sales Tax (a calculation of Subtotal X .0775)

Taxable (a Checkbox Set with values list:True, False)

Total, a calculation which has yet to be determined

It seems to me that the calculation I want performed for 'Total' is as follows:

If 'Taxable' is checked True, then Total = Subtotal + Sales Tax

If 'Taxable' is checked False, then Total = Subtotal

But I don't really know how to set up the calculation to do this, or whether or not this is even the best way to achieve my objective. Any help would be greatly appreciated.

Thanks,

Rob

[Fitch]

One way to handle it would be to put the logic in the Sales Tax field, by making it an auto-enter calc:

Case( Taxable ; Subtotal * .0775 ; 0 )

The Total would always be Subtotal + Sales Tax.

The reason for using an auto-enter calc rather than a calculated field is that you don't want your old invoices recalculating if the tax rate changes.

[Rob Reiser]

One way to handle it would be to put the logic in the Sales Tax field, by making it an auto-enter calc:

Case( Taxable ; Subtotal * .0775 ; 0 )

The Total would always be Subtotal + Sales Tax.

The reason for using an auto-enter calc rather than a calculated field is that you don't want your old invoices recalculating if the tax rate changes.

Thanks for the response Fitch. But isn't that essentially what I have? I mean, right now, every job gets calculated with sales tax. That is, the Total is a calculation that is Subtotal plus Sales Tax.

What I need is for each record to have the flexibility to calculate Sales Tax or not, depending on the whether or not Tax is applicable on a given project..

[Rob Reiser]

Fitch,

I see that in my first message I said that Total was a calculation yet to be determined. What I should have said is that Total is a calculation that I've temporarily said to be Subtotal + Tax, but that I wish to edit it so that it can be dynamically set to be Subtotal + 0 in those instances where I don't need to charge Tax.

[Rob Reiser]

For those who might still be following this topic, and might be able to help me with my problem, what I need my file to do is, for any given record, perform one of two Calculations; either add tax (.0775) or add no tax (0), depending on which value (one of two) in a Value List is chosen.

Can anyone steer me in the right direction?

[comment]

I believe the question has been already answered. See if the attached can make it clearer.

Note that tax rates change, and you shouldn't hard-code the rate in the calculation formula.

Tax.zip

[Fitch]

Sorry for the late response. The way to read my calculation is:

If Taxable = "True", multiply the subtotal by the tax rate. If not, zero.

Use that calculation for the Sales Tax field.

Now, when you calculate the Total, when Taxable = "True" you'll be adding tax. When Taxable = "False", you'll be adding zero.

[Rob Reiser]

Thanks comment, that was very helpful.

[Rob Reiser]

Thanks so much. Got it worked out.