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Steve Golubov
41d 22h

Software Tax Essentials

Planned

Hi @Heber Allred,

I am writing to ask for a much-needed enhancement to our current ZZ software concerning the calculation of sales taxes as per PlanSwith that some of us are using for more than a decade. Implementing the following automatic formulas as on the PlanSwift, or beater computation in future updates which would greatly improve automation and accuracy for users managing multiple tax types:


Nothing new just copy and paste from PlanSwift

1. Tax Calculations Based on Quantity and Price:

  • Tax 1: ([Qty] * [Price Each]) * ([Sales Tax 1] / 100)
  • Tax 2: ([Qty] * [Price Each]) * ([Sales Tax 2] / 100)

2. Include a Taxable checkbox (True/False) to determine if taxes should be applied.

3. Conditional Application Based on Taxable Status:

  • Sale Tax 1: [\Job\Sales Tax 1] * [Taxable]
  • Sale Tax 2: [\Job\Sales Tax 2] * [Taxable]

This setup would allow the software to automatically compute multiple sales taxes while respecting the taxable status of each item or job, streamlining invoicing and compliance processes.

1
Heber Allred zzTakeoff41d 9h

Hi Steve! Thanks for posting your suggestions here. We'll be sure to add some global calculations like this.

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