[wildman]

We have several customers that are tax exempt. In previous versions we had a item called co-pay. Many of our tax exempt customers purchase items for their employees that are tax exempt, with a set amount. If the employee spends over that amount the difference is taxable. For example a pair of boots for $149.99, the company pays $100.00 which is tax exempt the employee would be responsible for paying the difference of $49.99 plus tax.
We would enter the customer number, then the item number, changing the price to $100.00, and the item co-pay for 49.99 and make it taxable.
In ver 8 if we use the customer account which has their tax number in the system the entire sale comes up as non taxable. We have to go into the customer data and remove the tax number to process the sale. Then go back in and replace the tax number. Not all employees buy items over their set amount. Is their a better way to accomplish this?

[RetailEdge Moderator]

RetailEdge 8.0 works a little differently from 7.5 for a number of reasons. Right now your best solution would be to:
1. Remove the TaxID from the customer's record so that he will not be tax exempt.
2. Put the customer's tax Id in the customer's note field and check the Notify as Sales Screen checkbox.
3. When selling items to this customer, enter them into the sales screen. A message will be displayed that the customer is tax exempt with their id letting the clerks know that this sale is to be tax exempt. You could also add notes that would let the clerks know what items have what percentages taxed (e.g., Boots $100).
4. Then either:
a. Add all of the non-taxable portion of the sale to the sales screen and press the ctrl-t to make these non taxable. Then add the taxable co-pay items to the sale. These items will automatically be taxed. If you need to, you can change the order of the items on the sales screen to move the co-pay items closer to their related items.
b. Add all items to the sale and then press ctrl-t to remove tax from all items. Then check the items that need to be taxed.

This is a good suggestion and we will add it to the suggestion database. However, this is a pretty major change in how things work so it will have to be looked at in more detail to make sure that the change does not inadvertantly effect other sales screen functions.

We have several customers that are tax exempt. In previous versions we had a item called co-pay. Many of our tax exempt customers purchase items for their employees that are tax exempt, with a set amount. If the employee spends over that amount the difference is taxable. For example a pair of boots for $149.99, the company pays $100.00 which is tax exempt the employee would be responsible for paying the difference of $49.99 plus tax.
We would enter the customer number, then the item number, changing the price to $100.00, and the item co-pay for 49.99 and make it taxable.
In ver 8 if we use the customer account which has their tax number in the system the entire sale comes up as non taxable. We have to go into the customer data and remove the tax number to process the sale. Then go back in and replace the tax number. Not all employees buy items over their set amount. Is their a better way to accomplish this?

[wildman]

The problem with just removing the tax number and putting everything into the text box is the time to edit about 500 customers.

[RetailEdge Moderator]

If that is the problem, I can send you an SQL program that moves all the taxIDs to the notes field and then checks the box for sales screen notification.

Let me know if this is the way you want to go. We can always change it back if we change the way the program works in the future.

The problem with just removing the tax number and putting everything into the text box is the time to edit about 500 customers. :(

[wildman]

Bill yes that program would be great.
Thanks
John

[wildman]

Thanks Bill
That worked great

[sludg3]

Here in BC, CA we have PST and GST. if you are under 14 you are PST tax exempt from clothing.
If a sale is for a snowboard and a pair of pants, you have to pay both taxes on the snowboard, and for the pants you are exempt for PST
What would be the quickest way for the clerk to do a sale and charge both taxes for 1 item, then PST Exempt the next item?

Thanks

[sludg3]

I guess the quickest would be to setup a user called MINOR or whatever, and have them exempt on the 1 tax.
But, then the loyalty dollars or tracking for that specific customer would not be inline. And if they had 1 item with both taxes and 1 item with 1 of the taxes exempt, then you would have to give them 2 receipts.
Ideally, when doing a sale, instead of 1 box for tax exempt have a separate check box for each tax jurisdiction.

But there must be a way to do a sale of one item and have it exempt of 1 of the taxes and then the next item be both taxes, then the next item be 1 of the taxes etc..

[RetailEdge Moderator]

Sorry for the delay getting on this. I needed to do some research on how BC is collecting taxes. What you are saying they do seems little over the top. I'm not sure that the tax department was thinking about how this would be implemented. However what I found is that I think most of what they do is really item based. I have listed below a web site and some of the relevant text. RetailEdge items are either Taxable or Not. Control over how tax is charged is done by adjusting the exceptions on the Tax Juridiction.

It looks like you can setup taxes for certain items based on sizing. If there is a customer that is younger than 15 and uses larger sizes then you need to get the customer to fill out an Certificate of Exemption for Children’s Clothing and Footwear form and keep it on file.

So based on this, I would do the following:

1. Create departments that will allow you to categorize your items to match what the PST is allowing exemptions on (for instance create a department for Childrens Clothing, Safety Items, Adult Clothing, Used Clothing and Footwear.

2. Associate the appropriate items with these departments.

3. Create Tax Jurisdictions for GST and PST. PST would be setup with the following Department exceptions:
a. Safety Equipment 0% (always exempt)
b. Childrens Equipment 0% (always exempt)
c. Used Clothing and Footwear 0% except over $100 then regular PST rate (2-Tier Rate)

4. Create another Tax Jurisdiction for the Exempt Child. PST Child Exempt would be setup with a normal tax rate of 0% and one exemption on Department Adult Clothing 0%.

5. Setup the default sales tax for the sales screen to be GST and PST. This will take care of the normal case.

6. When a child (large child) comes in and fills out the proper forms create a customer for them. Add a note to their notes field that says they are Child Exempt with a form on file and check the Notify at Sales Screen Checkbox. Then either:

a. Tell the clerks to adjust the sales tax on the sales screen (this could also be added to the notes). This is done by clicking on the Sales Tax Tab on the Sales Screen, pressing the Change button, Adding the Child Exempt Tax to the sale, or

b. Associate the GST, PST and Child Exempt PST with the Customer. Then when the customer is associated with the sale, Check "Ship this Sale" (this direction can also be added to the notes). When you check Ship this Sale, the Customers Sales Tax Jurisdictions get associated with the sale instead of the Default Sales Screen Sales Tax.

Whatever is easiest for you. Sounds complicated but it really is not. This should take care of the problem for you.



Clothing and Footwear for Children Under Age 15
You do not use a certificate of exemption and do not charge PST on clothing or footwear sold in the following sizes:
children’s dresses, suits, coats, skirts, trousers, blouses, shirts, underwear, sweaters, and pyjamas up to and including girls’ Canada Standard Size 16
and boys’ Canada Standard Size 18, hosiery up to and including girls’ size 9 1/2 and boys’ size 10, gloves up to and including girls’ and boys’ size 7, footwear up to and including girls’ and boys’ size 6, and hats in infants’ and children’s sizes designed for children under age 12.
You also do not use a certificate of exemption and do not charge PST on the following items, when the items are in children’s sizes:
baby clothing, such as bibs, blankets (but not children’s blankets), bunting bags, cloth diapers, rubber pants and shawls, belts and suspenders, mittens, certain sportswear, such as track suits and shoes, hockey sweaters, baseball caps and shoes, bathing caps and suits, and ski boots, ties, and uniforms, such as school, Girl Guide, Boy Scout and team uniforms.

Adult‐sized Clothing

You do not charge PST when larger or adult‐sized clothing and footwear is
purchased for children under age 15 (i.e. 14 and under), if you get certification from the customer. Have the customer fill out and sign a Certificate of Exemption for Children’s Clothing and Footwear form (FIN 417) and keep the certificate in your records to show why you did not charge PST. This form is available from the ministry or any Service BC‐Government Agent office. You will also find it on our website at http://www.sbr.gov.bc.ca/ctb/forms.htm

You do not charge PST on larger or adult‐sized uniforms purchased by a youth sporting organization for children under age 15. Have the customer fill out and sign a Certificate of Exemption for Children’s Clothing and Footwear form (FIN 417) or give you a letter stating how many uniforms they are buying for children under age 15. Keep the certificate or letter in your records to show why you did not charge PST on some, or all, of the uniforms. For example, if the customer is buying 100 uniforms and 70 of those uniforms are for children under age 15, the certificate or letter must indicate that 70 of the 100 uniforms are for children under age 15.

Safety Equipment
You do not charge PST on safety helmets for sport, recreation and transportation,
whether they are purchased for children under age 15 or not.

Used Clothing and Footwear
You do not charge PST on sales of used clothing and footwear if the price of the
individual item is less than $100, whether the item is purchased for a child under
age 15 or not.

Here in BC, CA we have PST and GST. if you are under 14 you are PST tax exempt from clothing.
If a sale is for a snowboard and a pair of pants, you have to pay both taxes on the snowboard, and for the pants you are exempt for PST
What would be the quickest way for the clerk to do a sale and charge both taxes for 1 item, then PST Exempt the next item?

Thanks

[sludg3]

Thanks, for taking the extra time to verify facts before jumping in...

What you are saying they do seems little over the top

yeh, welcome to canada .. taxville
Because of lots of different tax laws in Canada and various scenarios that may occur, the easiest solution we see to most issues up here is posted at the bottom of this post. a request for next version..

1. Create departments that will allow you to categorize your items to match what the PST is allowing exemptions on (for instance create a Department for Childrens Clothing, Safety Items, Adult Clothing, Used Clothing and Footwear.

Done

2. Associate the appropriate items with these Departments.

used departments not classes due to client having many classes vs. departments to minimize the exceptions in the tax jurisdictions

3. Create Tax Jurisdictions for GST and PST. PST would be setup with the following Department exceptions:
a. Safety Equipment 0% (always exempt)
b. Childrens Equipment 0% (always exempt)
c. Used Clothing and Footwear 0% except over $100 then regular PST rate (2-Tier Rate)

inputted all the departments that are pst exempt all the time in the exceptions for PST

4. Create another Tax Jurisdiction for the Exempt Child. PST Child Exempt would be setup with a normal tax rate of 0% and one exemption on Class Adult Clothing 0%.

created another tax jurisdiction, 'PST Child Exempt' **instead of Normal tax rate of 0%, that should be 7% so everything not in exception list will be charged the 7%
created all the exceptions for each department in the 'PST Child Exempt' juridiction that are pst exempt AS WELL AS added all exceptions from the PST exception list...so that in sales screen we can take out the pst jurisdiction and put in pst child exempt jurisidiction as explained below*

5. Setup the default sales tax for the sales screen to be GST and PST. This will take care of the normal case.

DONE

6. When a child (large child) comes in and fills out the proper forms create a customer for them. Add a note to their notes field that says they are Child Exempt with a form on file and check the Notify at Sales Screen Checkbox. Then either:

a. Tell the clerks to adjust the sales tax on the sales screen (this could also be added to the notes). This is done by clicking on the Sales Tax Tab on the Sales Screen, pressing the Change button, Adding the Child Exempt Tax to the sale, or

This only has to be done if the client is buying an item that is not normally tax exempt.
Clicking the sales tax tab on the sales screen, press the change button adding the PST Child Exempt jurisdiction and removing the PST jurisdiction.
*This is why we added the PST exceptions to the PST Child Exempt exceptions as above.

***The issue is that if an adult buys something for herself and the same item for a child, it can't be done on the same sales transaction because the childs item is nontaxable and the adults is fully taxable.



The best way I can see to rectify this is to request a feature that on the Sales Screen / Items tab, you take the taxable column and have it able to checkmark each tax jurisdiction separately for each item.

[katzw]

Hi there!

I just read this in response to your email Bill - I would really, really like to throw my lot in with the person above who would like the checkbox per tax jurisdiction. It seems like the only thing we can do to avoid 2 transactions.

Thanks!
Kathy

[RetailEdge Moderator]

Yes with your help, Version 8.1.2 now has the ability to adjust these tax jurisdictions on the flow. So if a Child comes in and purchases an adult jacket, then you can switch the department on the Sales Screen to the PST Exempt Children's department and have the sales tax be properly adjusted. To do this:

1. Add the Adult item to the Sales Sreen.
2. Press Ctrl-Alt-X.
3. Change the Department to the Children's Department for the item.

The Sales Tax will then be adjusted to reflect that you are selling an item out of the Childrens Department and give you the PST exemption. This may look a little funny on Reports in that you will find the sale of an Adult item in the Childrens department and in the Adult Department. But this is accurate.

Hi there!

I just read this in response to your email Bill - I would really, really like to throw my lot in with the person above who would like the checkbox per tax jurisdiction. It seems like the only thing we can do to avoid 2 transactions.

Thanks!
Kathy