Sales Tax on Posting groups instead of the invoice - Why?

Josetxo
Josetxo Member Posts: 92
edited 2011-01-13 in NAV/Navision Classic Client
Hello,

we are using a 4.01 spanish database, on which we have set the Sales Tax for the US.
It is working good, but we have this problem. We have an invoice on which Florida State and Miami Sales tax are applied.
The sales tax in Florida is like this (6%):

Tax Jurisdiction Code Tax Group Code Tax Type Effective Date Tax Below Maximum Maximum Amount/Qty. Tax Above Maximum
FLORIDA TAXABLE Sales Tax 01/01/09 6,000 0,00 6,000

The Sales Tax in Miami is like this (1% for the first 5.000$, 0% for the rest):

Tax Jurisdiction Code Tax Group Code Tax Type Effective Date Tax Below Maximum Maximum Amount/Qty. Tax Above Maximum
MIAMI TAXABLE Sales Tax 01/01/09 1,000 5.000,00 0,000

This should apply this tax for the whole invoice, am I right? So if the invoice exceeds 5.000$, only the first 5.000$ are taxed.
But when we try to post the invoice, NAV shows an error message that says "The Sales Tax for the FL-MIAMI Tax Area Code and the TAXABLE Tax Group Code is incorrect. The calculated sales tax amount is -204,6, but was supposed to be -177,57".

We have commented the lines that control this message in codeunits 398 and 12, in a test database to track the error. It seems that it is not applying the Maximum / Minimum criteria for the whole invoice: it is doing it on the Gen.Prod. posting groups!!
So if the posting group subtotal is less than 5000$, it applies a 7% on it (6 % for FL and 1 % for Miami).

How can we post this invoice? Is the Sales Tax setup incorrect?

Many thanks in advance,
Josetxo

Comments

  • Josetxo
    Josetxo Member Posts: 92
    Perhaps it is an incorrect Sales Tax configuration. The MIAMI Tax Jurisdiction has a value of 1% until 5000$, and 0% for amounts above that.

    We have set it up like this:

    Tax Jurisdiction Code Tax Group Code Tax Type Effective Date Tax Below Maximum Maximum Amount/Qty. Tax Above Maximum
    MIAMI TAXABLE Sales Tax 01/01/09 1,000 5.000,00 0,000

    Is there something else to be done with this kind of tax? Any help on this will be highly appreciated.

    Many thanks in advance,
    Josetxo

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