Hi Brian,

I'd like to refer you to http://book.ledgersmb.org/1.3/ledgersmb.pdf,
section 25.3 (Tax forms - Overview). It's a section still in progress, but
I think it helps to understand what tax forms in LSMB are. Pictures on what
tax forms look like to be added soon.

Bye,

Erik.


On Thu, Nov 8, 2012 at 1:12 AM, Brian Wolf <br...@activustech.com> wrote:

>  This is excellent information, though I'm not clear on exactly what is a
> "taxform" and how LedgerSMB uses it.
>
>
> Thanks.
> Brian
>
>   Brian Wolf
> Phone: 410.367.2958
> Email: br...@activustech.com
>  Try out Activus Secure Payments™, our recurring payments application.
> Demo at http://demo.activustech.com
>   On 11/07/2012 04:50 PM, Erik Huelsmann wrote:
>
> Hi Brian,
>
> On Mon, Nov 5, 2012 at 2:42 AM, Brian Wolf <br...@activustech.com> wrote:
>
>>  There is a tax checkbox on the customer screen.  When selected
>> (checked), sales tax is collected for that customer.
>> There is also a taxform checkbox for each item (product or service)
>> that's added to a sales order or sales invoice.
>>
>> What effect does selecting (checking) that checkbox have on the sales
>> order or sales invoice?
>>
>
>  The effect on the sales order is nil, but the value is remembered for
> when a sales invoice is being generated. The checkmark will have the same
> value (checked/unchecked) as in the sales order.
>
>
>> Is retail sales tax supposed to be added when selected?
>>
>
>  It's not added to the invoice. That works differently. However, if any
> tax is applicable for the given line, that tax is added to the taxform
> which has been selected for the customer.
>
>  I hope the above helps. If it's too short or cryptical, please provide
> your feedback. Hopefully I can then write a few extra paragraphs for the
> book (http://book.ledgersmb.org/) to explain things more clearly.
>
>
>  Bye,
>
>
>  Erik.
>
>
>>
>> Thanks.
>> Brian
>>
>>   Brian Wolf
>> Phone: 410.367.2958
>> Email: br...@activustech.com
>>  Try out Activus Secure Payments™, our recurring payments application.
>> Demo at http://demo.activustech.com
>>
>>
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