Taxing some Orders - Not Taxing other Orders

[henryihunter1954]

My client has Customers that are taxable and other Customers are not taxable.

As it stands now, I have Text Boxes that are performing my calculations:
Example:
Text Box - Order Total : (Displays the total amount for Orders in this Order)
Text Box - Tax Amount : (Formula that calculates Order Total * Tax percentage - 0.0575)
Text Box - Delivery Charge : (Displays amount charged for making the delivery - as an example $20)
Text Box - Grand Total of Order : (Displays the Total amount of all previous named Text Boxes)

This is fine. Gives my client correct calculations.
So, my client states that some Customers are Tax-exempt and the tax rate or any charge for Taxes should not be applied.

I need an efficient way of making the proper calculation for those Customers that are Tax-exempt.

I am interested in suggestions on the manner in which this should be handled.

Thanking you all in advance for your assistance with this situation.
As a matter of fact, I hope I get several suggestions, helping me to learn more ways to deal with situations.

 

[sonic8]

My client has Customers that are taxable and other Customers are not taxable.

Either the tax rate or another attribute (Tax Exempt=Yes/No) needs to be stored per Customer.

You should never store tax rates hardcoded in a formulas.


I did a video on calculations in queries , which actually happens to use tax calculations as an example. I store the tax rate per item there, which usually makes sense for VAT calculations. You would need to add the TaxExempt-Flag per customer then.

 

[henryihunter1954]

Sonic8:

Thank you very much for your quick response.
I have read your response. I also have downloaded your suggested video and listening to it now.
Thank you so very much. I will read and listen to your suggestions. Will be glad to get back with you later on and let you know how it all turned out.

Thanking you once again for your assistance.

 

[henryihunter1954]

Sonic8:

Thank you for your help. I looked at your video and it provided information that is great in design to get the most from the data.

I had to look at my Client's Quickbook program. I looked at the design of each Customer setup and saw that it did match up with the design of how taxes are handled.
In talking with my Client, she sprang on me a small piece of information that I took for granted. My Client stated that ALL of her customers will be taxed. Game! Match! And Point!
I don't have to setup Tax-Exempt status at all.

2 lessons learned:
1. Setup the Tax Status on an individual basis as you and Quickbook have done.
2. Don't assume - ask the question to be sure

Thank you so much because I did learn the procedure.
Also, I do look forward to working with the people at Access World. Best support I've seen ever and I've been doing Support for more than 30 years.

Thanks again Sir.

 

[Gasman]

Even if they become tax exempt, you could use a rate of 0% ?

 

[henryihunter1954]

Gasman:

Thank you.
I thought about that only after I got my first response.
Then, my Client informed me that all will be taxed.

Thank everyone for responses.
It made me aware of other methods of performing tasks. That is a great help to me.

Again, thank you very much Gasman. You confirmed some of my so called 'crazy way' of trying to resolve a problem. Thanks