Need helping adding tax field to Access app

[jtechworks]

I am quite new to Access but I was doing a basic online course for making apps within Access. I did however find a downloadable one through Microsoft that fits my needs quite well except that it lacks the addition of taxes. Here is the link the template http://office.microsoft.com/en-us/templates/TC102220961033.aspx?CategoryID=CT101428241033
If it is not too dificult could someone either tell me how to add taxes (in the project expenses tab and invoice) to this template or even possibly do it for me.

Thanks

James

 

[HiTechCoach]

Since it appears that you want to learn, then you should try doing it yourself and not have anyone do it for you.

Modifying the template will be a great way to learn Access.

Feel free to ask questions and we will be glad to help keep you pointed in the right direction.


TIP: Since Tax rates can change, the rate needs to be stored store in a way that it be changed in the future and not change past transactions.

 

[jtechworks]

Yes, I was contemplating that issue. I know I must find a way so that any updates in the tax rate do not become retroactive. Until now I have been using a simple invoice template I made in Excel years ago. I am selfemployed and this app will be very useful and save me a lot of time. I find the relationships in Access a bit confusing to work with. If you could give me some tips as to where I need to start this voyage it would be most appreciated.

Thanks

James

 

[HiTechCoach]

James,

Access and Excel are very different. When developing a database, you pretty much have to forget everything use know about how to design a good spreadsheet. Spreadsheets in general are a very poor example of a good relational database design.

IMHO, the key to a good relational database is learning to follow the rules of data normalization. They will guide you in the right direction.


Start with this:

Crystal's ACCESS BASICS

For further reading ...

Naming Conventions - Hungarian Notation

GroverParkGeorge's PDF on Normalization

DataModel.org: Rules of Data Normalization


Description of the database normalization basics

The Evils of Lookup Fields in Tables

Hope these help ...

 

[ajetrumpet]

I am quite new to Access but I was doing a basic online course for making apps within Access. I did however find a downloadable one through Microsoft that fits my needs quite well except that it lacks the addition of taxes. Here is the link the template http://office.microsoft.com/en-us/templates/TC102220961033.aspx?CategoryID=CT101428241033
If it is not too dificult could someone either tell me how to add taxes (in the project expenses tab and invoice) to this template or even possibly do it for me.

Thanks

James

james,

what kind of taxes are you talking about?

 

[jtechworks]

Boyd,

Thank you for the links. I will look them over tomorrow and hopefully learn what I need. I am sure I will have questions along the way.

James

 

[jtechworks]

Adam,

I need to be able to have 2 seperate entries for the the project costs. I live in Canada so I need to bill my customers GST and PST. Not to complicate things but on one type of service I only charge GST and on all other service and parts I charge GST and PST.

In the project details table I need the taxes to show in the project expenses tab and the project payments tab. I also need the taxes to show on the invoice. I was thinking of somehow linking which taxes to included depending on the expense code drop menu within the project expenses tab.

James

 

[wilpeter]

You have an adventure ahead. Depending on your province, you may also have to consider HST shortly. Keep in mind also that the transaction file must have both the current date and the date on which the rate of GST or PST was determined (in case of returns, for example). Then there's the exemptions and GST licensees. The GST rate went down not so long ago to 5% so the rate applied must be determined at the time the entry is made. The Product table should likely contain a logical field for each of HST, GST, PST (Yes/No) as to normally applicable. Some items not currently taxable for PST will become taxable under HST. Hardly a novice task, I'm afraid.

 

[ajetrumpet]

Adam,

I need to be able to have 2 seperate entries for the the project costs. I live in Canada so I need to bill my customers GST and PST. Not to complicate things but on one type of service I only charge GST and on all other service and parts I charge GST and PST.

In the project details table I need the taxes to show in the project expenses tab and the project payments tab. I also need the taxes to show on the invoice. I was thinking of somehow linking which taxes to included depending on the expense code drop menu within the project expenses tab.

James

i would need to see a database to visualize this. other more experienced folks may not need that

 

[HiTechCoach]

... The Product table should likely contain a logical field for each of HST, GST, PST (Yes/No) as to normally applicable. ...

These same check box would have to be repeating in the actual transaction detail record. You can use the values from the product table as the defaults. This way when you update the product table, it does not effect any existing transactions.

In the great State of Oklahoma in the USA, they have from one two three taxes based on the physical location (Geo Coding) of where the ownership changes (delivery point)!

 

[HiTechCoach]

james,

you could just get around this all together by not paying any taxes to the government. there are countless ways to do that here in the US, but don't let the secret out.

Your post and contact info has been forward to your local IRS office ...

 

[ajetrumpet]

You post and contact info has been forward to your local IRS office ...

it was a joke boyd. thanks though. that's pathetic. don't you have anything better to do than that?

 

[jtechworks]

Hey Wilpeter

This is the template http://office.microsoft.com/en-us/templates/TC102220961033.aspx?CategoryID=CT101428241033

I am in Winnipeg. Do you have the skills to do what I need with this app? I am trying to learn this stuff but the task seems a little complex. My area of expertise is data recovery and computer and network repair not app programming.

James

 

[wilpeter]

You are likely using 2007 and I use 2002 SR3 with XP. Even if I download the MS file, it might be better if worked on within v 2007. I'll gladly help you without charge if you want to bring me a copy on either a laptop or flash drive. I do have 2007 compatibility. You can email me. Moderator: is this Kosher?

 

[jtechworks]

Hey Wilpeter

Thanks for the generosity. Would it help if I brought you a copy of 2007 trial on a DVD and the database on a flash drive?

 

[wilpeter]

This thread is still open, in case others are interested. I am unable to open the link in the first post. It downloads a compressed file 10222096 (a Cab file) which extracts as an info file and Access Template file. While 2007 compatibility allows me to open (into Access 2002 SR3) an mdb file, it doesn’t open an accdt file.
If someone can create an mdb document from it and zip it, I could likely download it and help this fellow.

 

[HiTechCoach]

This thread is still open, in case others are interested. I am unable to open the link in the first post. It downloads a compressed file 10222096 (a Cab file) which extracts as an info file and Access Template file. While 2007 compatibility allows me to open (into Access 2002 SR3) an mdb file, it doesn’t open an accdt file.
If someone can create an mdb document from it and zip it, I could likely download it and help this fellow.

unfortunaty the 2007 templates use new 07 only features that can not be downgraded. I also think the license to use the templates say they are not to be downgraded.


You will need Access 07 or later to work on the db.

 

[wilpeter]

So it appears to help using that downloaded file would be illegal, so I've put together a sample that might help the poster.

 

[shahid Elahi]

Table field property is "Text". I want to enter Text Like "A", "B" etc as will as Numbers. How is it possible.
Thanks.

 

[wilpeter]

shahid: I'm not sure whether you mean both values such as 1795 and text such as A or B in separate records; or a combination of both, such as A1795. However, a text field allows both numerals and letters. The problem comes when you wish to either sort or search within those records. Thus, A1795, A1796, and A1797 can be sorted alphabetically--but one record of 1798 added without the letter would be sorted ahead of the A1795. Conversely, A200 would be sorted to follow A1797.
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