Search Again: Re: Tax Setup in Canada From: William Chase Date: Wednesday, September 3, 2003 Time: 11:09:29 am Yeah, I set it up like you said for PE and things are working out now. I'm not sure what I'll have to do when we start leasing hardware but I may be able to keep the hardware sale portion in our ERP system. Anyhow.. After getting the tax working I wrote a little script to convert the QuickBooks exports into a format Oracle likes. It has been working fine for a couple of weeks but I have some questions.. I see there is a field in the file that is not populated, 'SERVICEDATE'. Is there something I need to turn on to populate this? I'm looking for something that shows me the dates that service (invoice) is worth. Also is it possible to provide a payment type in the payments portion of the QuickBooks file? I don't think it is but maybe you could tack it onto the DOCNUM or something? Our company deals with two banks (don't ask.....), one for credit card transactions and the other for cash, cheque and bank debit. I am currently splitting them out based on '%-%-%-%' which is scary to say the least.. One final question. We purchased an additional company license and I'm working on setting up that company. Is it possible to get into the Company Preferences screen for the second company? I know I can change some settings in the 'More' screen but how can I change the server prefixes and SMTP server info? Once again, thanks for the help. William -----Original Message----- From: Shawn Hogan [mailto:shawn@digitalpoint.com] Sent: Tuesday, September 02, 2003 3:14 PM To: Optigold ISP List Subject: Re: [Optigold ISP] Tax Setup in Canada William Chase wrote: > If I assign 2 tax rates for PE how do I get Opti to calculate tax on tax? I > believe if I can get the tax codes setup properly on my end I should not > have to export the line item data for accounting.. Well, the tax on tax falls under the secondary tax. Since the tax on tax is the minority in your setup, you may want to just calculate the tax on tax amount into the Tax Rate 2 for the tax class/zone. Otherwise you would end up needing to create a separate sub-set of products/services just for that province. - Shawn ---------------------------------- Shawn D. Hogan President, Digital Point Solutions http://www.digitalpoint.com (858) 452-3696 --------------------------------------------------- To subscribe, unsubscribe or to search list archive please visit http://www.optigold.com/lists/isp.html --------------------------------------------------- --------------------------------------------------- To subscribe, unsubscribe or to search list archive please visit http://www.optigold.com/lists/isp.html ---------------------------------------------------

Messages In This Thread: Tax Setup in Canada by William Chase on Aug 5, 2003 at 5:41:56 am Re: Tax Setup in Canada by Shawn Hogan on Aug 5, 2003 at 9:40:12 am Re: Tax Setup in Canada by William Chase on Aug 5, 2003 at 9:56:41 am Re: Tax Setup in Canada by Shawn Hogan on Aug 5, 2003 at 10:42:07 am Re: Tax Setup in Canada by William Chase on Aug 5, 2003 at 11:11:04 am Re: Tax Setup in Canada by William Chase on Aug 5, 2003 at 2:02:03 pm Re: Tax Setup in Canada by Shawn Hogan on Aug 5, 2003 at 2:03:53 pm Re: Tax Setup in Canada by William Chase on Aug 5, 2003 at 2:33:33 pm Re: Tax Setup in Canada by Shawn Hogan on Aug 5, 2003 at 2:37:00 pm Re: Tax Setup in Canada by William Chase on Aug 21, 2003 at 9:29:26 am Re: Tax Setup in Canada by Shawn Hogan on Aug 21, 2003 at 10:32:00 am Re: Tax Setup in Canada by William Chase on Aug 21, 2003 at 10:41:37 am Re: Tax Setup in Canada by Shawn Hogan on Sep 2, 2003 at 11:15:02 am Re: Tax Setup in Canada by William Chase on Sep 3, 2003 at 11:09:29 am Re: Tax Setup in Canada by Shawn Hogan on Oct 13, 2003 at 8:29:51 pm Re: Tax Setup in Canada by William Chase on Oct 15, 2003 at 5:21:15 am