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Home › Forums › jbilling user › General user questions › adding a tax item

adding a tax item

Submitted by FGG.Ross on Tue, 2011-11-29 21:45

Can anyone help show me what the correct method is to add a tax item ? I have tried a couple methods which have resulted in errors, just looking for the easiest way to handle this

 
bittimetelecom wrote 9 weeks 3 days ago

1.8.6 Automatic Insertion of Taxes

In most cases, taxes are required when billing goods and services. Through the configuration of a plug-in, it is possible for you to indicate which taxes you wish to generate automatically on your invoices.
In order for this functionality to work, you will still need to create a category 'tax' and all the products that you want to fall within that category, for example, VAT, HST, GST, etc.

To set up the plug in, access the Configuration area of the system, and click on plug-ins from the links on the left hand side of your screen. Select Plug-In Category 4: Invoice Presentation. Click on the 'Add New' button. From the drop down menu beneath 'Type', select the following plug-in: com.sapienter.jbilling.server.process.task.SimpleTaxCompositionTask.

This plug-in has three Parameters. The following is the definition of each:

charge_carrying_item_id

This is a mandatory parameter, which is used to indicate the ID of the tax product you want to automatically insert into the invoice.

customer_contact_field_id

This is an optional field, and only applies if you have customers or users who are exempt from paying taxes.

If the customer_contact_field_id is set to 1, this means that a customer with a custom contact field that is also set to 1, will be exempt from the tax. This means that the customer does not receive the tax on their invoice.

item_exempt_category_id

This is an optional field, and only applies if you have a category with products that are exempt from taxes. It is important to note, that this field needs a category ID number, not a product ID number. If you enter a product ID number, this field will not work.

If you have a category of products that need to be exempt from taxes, enter the category ID into this field. In this example, all products which are exempt from VAT tax, should be added to an exempt category. Remember, products can belong to more than one category. This means that if you require products to be grouped in particular order, this is still possible.

I hope this information helped you find your answers.

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