Taxes

Rodopi lets you setup taxes for different geographical locations on a per customer basis.

Example 1: You subscribe someone in Colorado where a 8.5% sales tax exists. You configure Rodopi to calculate the tax amount and it will show on the customer invoice.

Example 2: You subscribe someone in Canada where a 7% PST exists and a 7% GST exists. You can configure Rodopi to calculate both taxes and they will show on the customer invoice on different lines.

With Rodopi you can define as many Tax Types as required. Tax Type is for example Sales Tax, Federal Tax, State Tax or other.

For each Tax Type you can define as many Tax percentages as you require for each tax type. For example in one city you may have 8.5% sales tax, and in another the percentage for the same Tax Type will be 9.3%.

Then you can setup as many location definitions for each Tax percentage.

'Tax Types': To describe a new type of tax. Federal Tax, State Tax or other.
'Location': is a geographical location to define where the parent tax percent is in effect. The customer will be automatically assigned to a Tax Type on subscription if his/her address matches some location.

Taxes

Main Menu

Administration

Help

Add/Modify Tax Groups

Tax Type Description			Fee Payment Type	Return Payment Type	Tax Level
PST			Tax Debit	Tax Credit	1
	Tax Description				Tax Percent
	PST				8.25% *

	Tax Description				Tax Percent
	PST				7.00%
		Location Description		Location Type	Location
		Canada		Country	Canada

	Tax Description				Tax Percent
	No Sales Tax				0.00%
		Location Description		Location Type	Location
		Default Zip Match		Zip code

Tax Type Description			Fee Payment Type	Return Payment Type	Tax Level
GST			Check processing fee	Non Recurring Return	2
	Tax Description				Tax Percent
	GST				6.54%
		Location Description		Location Type	Location
		Canada		Country	Canada

	Tax Description				Tax Percent
	Default GST				0.00%
		Location Description		Location Type	Location
		Default zip code		Zip code

Back to the admin menu

To Add a Tax Type

You need to add second Tax Type only in case two or more taxes per sale are required.

On the right of the line that starts 'Tax Type Description' click on 'Add Type'

'Tax Type Description' Enter a text string description for the new tax type
'Fee Payment Type": is 'Tax Debit' or a new debit type as defined in 'Transaction Types' . You may need to create it in the Transactions page first as type debit and taxable.
'Return Payment Type": is 'Tax Credit' or a new credit type as defined in 'Transaction Types'. You may need to create it in the Transactions page first as type credit and taxable.
'Tax Level': 1,2 or 3.

Tax level 1 is calculated on the Net amount, Tax level 2 is calculated on Net + Tax level 1, Tax level 3 is calculated on Net + Tax level 2 etc.

Example 1: For Canada there are 2 taxes PST and GST, PST is calculated on the net amount, GST is also calculated on the net amount. So both Tax Types should be Tax Level 1.

Example 2: Fictional: Kentucky has a State Tax of 7% and a Federal Tax of 6% over the net + State tax. So the State Tax level will be 1 and the Federal Tax Level will be 2. For a service plan that is $100, the State Tax is $7, total = $107, the Federal Tax is 6% from $107 = 6.42, total = $113.42.

Click on 'Save' to save and go back to the main Taxes screen

To Add a Tax Percent

On the right of the line that starts 'Tax Percent' click on 'Add Pct.'

You can choose a module for calculating taxes. Rodopi is integrated with Vertex CommTax tax software package. If you have no this software you can use RODOPI built-in tax module. In this case please specify tax percent.
'Tax Percent': The amount of tax to add.
'Tax Description': A simple text description of the tax, like 'State tax in Texas' or 'GST'

Click on 'Save' to save and go back to the main Taxes screen

To Add a Location

On the right of the line that starts 'Location' click on 'Add Loc.'

'Location': The actual link to the client plan details, what you normally type in the plan
'Location Description': A simple text description for the location
'Location Type': The fieldname to use: Zip Code, City, State or Country

Wildcards work on the Zip Code start e.g.: 91 (all zip codes starting with 91)

Example 1: Everyone in Texas: Location = 'TX', Location Description = 'Texas, USA', Location Type='State'

Example 2: Everyone in Seattle: Location = 'Seattle', Location Description = 'Seattle, WA', Location Type='City'

Example 3: Everyone in Southern California: Location ='92', Location Description ='Southern CA', Location Type='Zip Code'

Click on 'Save' to save and go back to the main Taxes screen

NOTES:

You can only add a location when a Tax Percent exists for that tax type
You cannot delete a 'Tax Percent' if there are 'Locations' defined for it
You cannot delete a 'Tax Type' if there are 'Tax Percents' defined for it.