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Level 1

The order of items on and invoice is changing the sales tax calculation

The order of items in an invoice changes the sales tax calculation.   See screen shots.  Both invoices have the same line items but in different orders. One has a sales tax of $6.44, the other $6.70.  Obviously this creates errors in the amount of sales tax that is being charged to customers.  

 

Why?

 

Bart

sales tax 1.png sales tax 2.png

 

 

3 Comments
Highlighted
Anonymous
Not applicable

The order of items on and invoice is changing the sales tax calculation

This is happening because a discount applies to the thing directly above it.  This is more obvious if the discount is a percentage discount.

 

So,

- If the discount applies to a specific line item, use it directly below that line item.

- If the discount applies to the entire invoice evenly (it is awarded because of the nature of the entire purchase)  then use a subtotal after the items an then the discount.

- If the discount applies to some but not all of the line items, then list those item, then a subtotal and the discount, and then the rest of the items.

Highlighted
Level 1

The order of items on and invoice is changing the sales tax calculation

I accept this but since the discount is a taxable fixed rate I'm surprised it doesn't calculate.

 

Thanks for the info.

 

Bart

Highlighted
Level 1

The order of items on and invoice is changing the sales tax calculation

I can see that when it is applied as a percentage, I'm just surprised that it is applied when the discount is a taxable fixed rate.  But that's probably just me.

 

Thank you for the input

 

Bart

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