As you can see another issue has come up as well. It is adding 1.25 back into the Sales account for county sales tax. That should not read 1.50 it should be .25
Why would it do that for this transaction but not the one that moves it to receivables.
Basically I dont want the Tax to actually be moved into Tax Expense Accounts I just want it listed there like it does when it moves it to Receivables. I understand its moving an amount to receivables because of a payment transaction.
I am starting to think it is not possible to do what I want. I want my Tax Expense Account to behave like Receivables does but only for my taxes. I dont want to actually move the Tax amount from sales into Tax Expense Account.
Interesting. {TAX TOTAL:X} returns zero, as does {TAX AMOUNT}. For some reason they must not be accessible to Payment Processed event, which makes no sense to me since {TAX TOTAL} can be read without issue.
Taxes: [=TN('{TAX TOTAL}')] T1: [=TN('{TAX TOTAL:T1}')] T2: [=TN('{TAX TOTAL:T2}')]
However, I refuse to believe this is not possible.
Could you move the Tax accounts out of the Sales Account Type, so that they don’t mess with Sales or Receivables?
I could but the reason I want them listed in sales is for a visual reference of my total sales and the tax/tips included. I want taxes to also show into my Tax Expense Accounts so I can make payments to my government and track them. I don’t want the actual Tax amount that’s listed with sales to change. I also want Taxes included in my receivables otherwise it would not be accurate.
It must be hard coded or something how Receivables works. Because it behaves differently than a regular account that I make. The tax transactions i made puts the taxes into receivables but it does not affect the Accounts under sales. Thats what I want it to do for my Tax Expenses accounts.
Ok, understood. Maybe go about it another way, such as storing the Tax Amounts in separate Ticket Tags on event Order Added, or Settle Automation Command event. Let me try that…
OK my bad. We’ve implemented TAX TOTAL:X feature to handle EBT request. Surprisingly that tag accepts order state value to calculate tax amount of selected orders.
I don’t know why I didn’t changed syntax here… Sorry for the confusion and let me implement a specific tag for that.
I think I kind of understand why its not working the way I want. The tax transactions are going into Receivables as a credit from the sales account. That happens once… so it shows the credit under sales and the corresponding (balance) It does not list anything from debit because the sale does not actually put it there. So I understand that part and why my structure is not working… I guess What I am asking then is how would I mirror the Tax amount into my Tax Expenses account. Or is there a way I can read the tax amounts and put it into my Tax Expenses Account without messing with receivables or sales.
Is there a way to do a transaction without using a source… Example if I wanted to just put money into my Tax Expenses Account without taking it from a different account. And use an action or rule to specify the amount by reading taxes from a sale.
Thanks @emre. I was beginning to think I was crazy, or there was a bug.
Maybe the Tag could be {TAX AMOUNT:X}, since {TAX AMOUNT} already exists?
@kendash, I found out when creating the GC scenario, that I could indeed have a Transaction Document that had no Source Account. In the Transaction tables in the DB, the row would show NULL as the Source.
OK so thats good there is still hope… Now i just need to figure out how to make it read the specific tax amounts as the actions “Amount”
I tried {TAX TOTAL} with a transaction that only has the credit account and no source… it does nothing. But it does work if I list a source. So maybe the fix he is working on might allow me to do what I want.
@Jesse maybe it is simpler than you thought. I think you only need a single account transaction type that takes tax account as source and gov payments account as target. When you make a payment to gov tax account balance decreases to zero. The credit amount of the tax account shows how much you owe, debit amount shows how much you paid and balance displays how much you should pay. Doesn’t it works?
… also you should create a account transaction document type to create transactions when you make payments to gov. Just like how customer account payments works.
I got that part to work. I can successfully transfer money from my Tax Expenses into my government bank account… what I want is something to fill in the Credit amount on my Tax Expenses account so when I make a payment it reads - balance.
EDIT: I think what your saying is what I want… Im just having trouble getting it to work. I want the Debit Portion of Tax Expenses to auto populate based on each sale. And then when I manually make payment into the government bank account it takes it out as a Credit and brings balance to 0
The issue im having is getting the Debit portion to increase by reading the individual tax values.
I don’t think you need tax expenses accounts. You can use tax accounts listed under sales accounts so you won’t need mirroring.
I see what your saying… let me try that and see how it looks.
It does not work… it adds to the Credit portion of taxes under sales… and if i try to make it not use a source account it crashes. If i use the tax accounts listed under sales then it messes with receivables and makes it not accurate…
I just tested if I could create a transaction that does not use a source and use an action to deposit a fixed amount into it…
The action will not execute if the transaction does not have a source. It would work beautifully if the action would execute the document and deposit an amount without a source.
OK let me post a sample shortly.
I’ve done it before (NULL Source). I need to take a look at an early implementation of my GC system and get back to you.
I can manually add a line to transaction to make it enter a fixed amount… so it should be possible but the action will not execute the same. Its almost as if the action is set to look for a source if it doesnt have a source it wont create the transaction line.
Interesting… It let me manually add the line to the transaction to deposit the amount… it worked amount showed in correct account etc… but when i went back in to erase the line the program crashed
