Client asked for information on sales tax and sales reports.

Information:
They charge a 4% state sales tax. They have not yet broken down the sales tax they should be charging in individual states. They just charge every state 4%. The cart adds an additional 5% local tax IF the customer checks the "Will Pick Up" box for a total of 9%. They are currently manually going through orders to calculate the totals of the 4% amount for the state tax and then manually calculating the total of the 5% local tax. They do not ship outside the USA so they do not use the "Country" tax field.

1) They want to know if they can use the cart search function to generate monthly reports of the 4% state tax and the 5% local tax totals?
2) If they set up the tax rates state by state can the cart calculate the sales tax amount due to each state on a monthly basis?

And my usual question is "How do you do the searches to generate the reports?"

Thanks for any help!

Ray Cramblit

Hi Ray, first, I hope they are not charging "every" state 4% because some states (Oregon for example) have no state sales tax...

In my personal opinion, the cart is not an accounting tool, and the cart should not be used to generate "official" reports for tax purposes.
With that said, you can use the stats feature to filter sales by state, and by date range and it will give you the sales tax that was collected.

In the admin, go to Menu > ORDERS ADMIN > order stats.
Do not select a category.
Select the beginning and end dates.
Select the state
Under "Generate Results" be sure Totals is selected.
Click the stats button and you should see the summary with the total sales tax collected.

Thanks,
David

Thanks for the reply.

They are a very "regional" type business dealing only with their surrounding states. I don't know what their actual tax policy is for each state.

I THINK they are wanting to calculate the "local" and "state" taxes separately for tax reporting. The "local" tax only applies on orders being picked up at their location. I don't see any way to do that in the cart. It gives a total tax with no breakdown. The "Preparing to ship" and "Order shipped" in the status is changed when the order is completed so that search criteria won't help either.

Always appreciate your willingness to help.

Ray Cramblit

I understand Ray.
With my store, we use t-hub to import orders into quickbooks and quickbooks handles the sales tax.
I'm not sure there is a way to do what you want in the admin there.

Perhaps someone else has an idea.

Thanks,
David

Hi Ray you may want to check with Mike Bebe as he has setup tax tables for other sites in the past www.dlss.ca or post the request in the PHP mods forum where the third party developers will see it. https://www.ecommercetemplates.com/support/forum.asp?FORUM_ID=19

Winners never quit, quitters never win
CSS and Responsive Designs
User Manual for Ecommerce Templates

Sinbad,

Thanks for the suggestions. I went ahead and coded a PHP script for my client outside the shopping cart code that seems to give my client the information they wanted to see.

I always appreciate the help given in this forum

Ray Cramblit