GST/VAT on invoiced time entries

[Guy Gershoni]

I am trying to get Timesheets entries to include tax when they are
transfered into invoices with the "Create new invoice from Timesheet"
link on the Workeffort tab.

I have setup the Bill From and Bill To parties to be associated with
the Tax Office party for the region and have added a sales tax product
rule that says add 10% no matter what product or store is involved but
when I create the invoice the items always come out tax free and not
associated with a tax authority (these are of type Invoice Time
Entry).

Am I missing something?  Do I need to create taxable work efforts and
associate them with time entries?

I have found:

In TimesheetServices.xml  in simple method
createTimeEntryInvoiceItemsInline on line 154 for SVN revision 677463
I found:

<set field="createInvoiceItemMap.taxableFlag" value="N"/>

If this functionality needs to be written I am happy to help... just
need some pointers on the best way to work out eligibility.

Thanks all for a brilliant peice of software.

Guy
--
Guy Gershoni
Conchus
Email: [hidden email]
Web: www.conchus.com

[David E Jones]

Right now the tax calculation is only done for orders, and not for  
invoices. You will see taxes on invoices if they come from an order  
with taxes, but there isn't anything to calculate tax directly on an  
invoice right now.

You can certainly add these invoice items manually, or also of course  
write something to do this automatically.

-David


On Jul 16, 2008, at 5:38 PM, Guy Gershoni wrote:

> I am trying to get Timesheets entries to include tax when they are
> transfered into invoices with the "Create new invoice from Timesheet"
> link on the Workeffort tab.
>
> I have setup the Bill From and Bill To parties to be associated with
> the Tax Office party for the region and have added a sales tax product
> rule that says add 10% no matter what product or store is involved but
> when I create the invoice the items always come out tax free and not
> associated with a tax authority (these are of type Invoice Time
> Entry).
>
> Am I missing something?  Do I need to create taxable work efforts and
> associate them with time entries?
>
> I have found:
>
> In TimesheetServices.xml  in simple method
> createTimeEntryInvoiceItemsInline on line 154 for SVN revision 677463
> I found:
>
> <set field="createInvoiceItemMap.taxableFlag" value="N"/>
>
> If this functionality needs to be written I am happy to help... just
> need some pointers on the best way to work out eligibility.
>
> Thanks all for a brilliant peice of software.
>
> Guy
> --
> Guy Gershoni
> Conchus
> Email: [hidden email]
> Web: www.conchus.com

[Guy Gershoni-2]

Hi David,

Thanks heaps for your quick and patient reply... the good spirit of
the mailing lists is one reason I love Ofbiz.

On Thu, Jul 17, 2008 at 1:06 PM, David E Jones <[hidden email]> wrote:
>
> Right now the tax calculation is only done for orders, and not for invoices.
> You will see taxes on invoices if they come from an order with taxes, but
> there isn't anything to calculate tax directly on an invoice right now.
>
> You can certainly add these invoice items manually, or also of course write
> something to do this automatically.

So there isn't any philosophical problem creating invoices without
orders?  Are time sheets in this case a kind of order?  Would
converting time sheets to orders which can then be invoiced be better?

Guy

>
> -David
>
>
> On Jul 16, 2008, at 5:38 PM, Guy Gershoni wrote:
>
>> I am trying to get Timesheets entries to include tax when they are
>> transfered into invoices with the "Create new invoice from Timesheet"
>> link on the Workeffort tab.
>>
>> I have setup the Bill From and Bill To parties to be associated with
>> the Tax Office party for the region and have added a sales tax product
>> rule that says add 10% no matter what product or store is involved but
>> when I create the invoice the items always come out tax free and not
>> associated with a tax authority (these are of type Invoice Time
>> Entry).
>>
>> Am I missing something?  Do I need to create taxable work efforts and
>> associate them with time entries?
>>
>> I have found:
>>
>> In TimesheetServices.xml  in simple method
>> createTimeEntryInvoiceItemsInline on line 154 for SVN revision 677463
>> I found:
>>
>> <set field="createInvoiceItemMap.taxableFlag" value="N"/>
>>
>> If this functionality needs to be written I am happy to help... just
>> need some pointers on the best way to work out eligibility.
>>
>> Thanks all for a brilliant peice of software.
>>
>> Guy
>> --
>> Guy Gershoni
>> Conchus
>> Email: [hidden email]
>> Web: www.conchus.com
>
>

[David E Jones]

On Jul 16, 2008, at 9:25 PM, Guy Gershoni wrote:

> Hi David,
>
> Thanks heaps for your quick and patient reply... the good spirit of
> the mailing lists is one reason I love Ofbiz.
>
> On Thu, Jul 17, 2008 at 1:06 PM, David E Jones <[hidden email]
> > wrote:
>>
>> Right now the tax calculation is only done for orders, and not for  
>> invoices.
>> You will see taxes on invoices if they come from an order with  
>> taxes, but
>> there isn't anything to calculate tax directly on an invoice right  
>> now.
>>
>> You can certainly add these invoice items manually, or also of  
>> course write
>> something to do this automatically.
>
> So there isn't any philosophical problem creating invoices without
> orders?  Are time sheets in this case a kind of order?  Would
> converting time sheets to orders which can then be invoiced be better?

An order is kind of a request, or authorization to fulfill, from a  
customer. In the services world this often takes the form of an  
Agreement of some sort, or perhaps a request (for support, for  
implementation, for bug fix, for whatever).

You could create an order based on time entries, and perhaps have a  
product for each billing rate that could be on the order. This would  
be kind of a hack though, as it doesn't make sense to place an order  
for time already worked... :(

So, you have to charge taxes based for services? That bites...

-David