Talk:Taxes

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Currently (pre-alpha) pERP uses the concept of Tax Groups - a group of taxes that apply to a Supplier or Client. These taxes are added to invoices. This is probably not the best way.

For example:

  • (almost) all of Canada is subject to GST, so I create a Canada (default) tax group, which gets charged 6% on all Luxury items. Eastern provinces are subject to HST, not GST, which is 14% on all Luxury items. (Technically, it's 6% GST + 9% PST or something like that, but they're inseparable.) I create a Canada (East) tax group for them
  • A client with a branch in Halifax (eastern) is assigned Tax Group "Canada (East)", and will have 14% HST added to all Luxury items.
  • A client with a branch in Ottawa (central) is assigned Tax Group "Canada (default)", and will have 6% GST added to all Luxury items.
  • A client subject to PST also would have a tax group "Canada - Ontario", and would get 6% GST + 8% PST

Discussion follows:

Thomas Koch's suggestions:

The following tables are needed:

  • 'tax_authority' with 'collected_account', 'paid_account', 'our_registration_number', fk:'addressbook_entry' and additional infos
  • Every article should contain foreign keys to all the good-specific taxes that aplies to him
  • 'taxation_level' is needed to route the calculating of many taxes and contains only 'id', 'name', fk: 'calculated on taxation_level'
  • 'sales_tax' contains 'tax_id', 'name' fk: 'tax_authority', fk: 'tax_region', fk: 'taxation_level', percentage'
  • 'states' contains 'id (ISO)', 'name (how to translate?)', 'nr of region levels'
  • 'tax_region' contains 'id', 'name', 'parent region', 'parent_region is state',
  • Clients got a state, a region and a city

When creating an invoice, the following is looked up:

  • are there taxes for the customers region? also look in the parent regions!

When adding an article, the following is looked up:

  • are there taxes related to the article?

That's still not perfect, but I'd like comments now.


requirements for sales taxes

1. There are countries with reduced taxes on several articles, but the tax authority remains the same. Even so I want to have different accounts for the normal and the reduced tax. 2. There are contries with more than one reduced tax. 3. In Canada I have provincial sales taxes and general sales taxes which are tax on taxes. 4. For more than one stock I could have different tax authorities for the same article and the same customer. 5. Taxes can depend on the delivery location not on the client.

Links

CK-ERP] Tax discussion

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