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

walken100 · ‎12-27-2018

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

Anonymous · ‎12-27-2018

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.

walken100 · ‎12-28-2018

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

Thanks for the info.

Bart

walken100 · ‎12-28-2018

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