CRM-10909 Create Sample Tax Extension

          Details

          • Type: Task
          • Status: Done/Fixed
          • Priority: Major
          • Resolution: Won't Fix
          • Affects Version/s: 4.3.0
          • Fix Version/s: 4.6
          • Component/s: Accounting Integration
          • Labels:
            None

            Description

            Create a sample tax extension as follows:

            • on post event for financial_item (create, edit, delete), implement code to handle the tax implementations of the financial_item by doing an appropriate thing (create, edit or delete) with a matched financial_item, and also updating the contribution total as appropriate.
              • the extension will assume that all items using a revenue financial account marked as taxable are taxable
              • the financial account for the tax will not be taxable in this simple example extension
              • name the tax HST, and use 0.13 as the amount
            • UI: change the offline New Membership form so that it displays price set amounts as follows (see image):
              • under membership Amount field, add Taxes (frozen) and Total Amount (frozen)
              • use the Name of the Financial Account that is used for the tax as the label of the field
            • add an additional record to the civicrm_financial_trxn table transferring the HST amount from the Expenses HST account to an Accounts Payable HST account representing the amount owed to the government
            • on changes and reversals, ensure that any transfer into or out of the HST expense account is matched by an additional entry in civicrm_financial_trxn making equivalent changes to the Accounts Payable HST account (ie change reducing tax results in reduction in expense and reduction in amounts owed to government)

              Attachments

                Activity

                [CRM-10909] Create Sample Tax Extension
                Joe Murray added a comment -

                Andrew, thanks for agreeing to work on this with me. Could you follow the instructions for http://wiki.civicrm.org/confluence/display/CRMDOC42/Installing+CiviCRM+from+subversion+%28SVN%29+repository for http://svn.civicrm.org/civicrm/branches/trunk.civiaccounts/ (this branch will become trunk in the next few days). Then examine the database structure for a few tables:

                • civicrm_line_item (holds each item in order from a price set),
                • civicrm_financial_item (holds a financial item record related to each line item for the use cases that interest us here),
                • civicrm_financial_type (provides a bundle of civicrm_financial_accounts that can be used in different contexts for dealing with an item, such as its account receivable account for a pay later and its asset account for cash or cheques received and its revenue account, etc),
                • civicrm_financial_account (replaces civicrm_contribution_type, and provides a general ledger account for each side financial transactions),
                • civicrm_entity_financial_account (joins financial_type to several financial_accounts, with its account_relationship being used by code to pull out the appropriate financial_account for an item depending on context).

                Then we can chat more.

                Joe Murray added a comment -

                Andrew has a working version for 4.2 that is being updated to 4.3. Discussions have occurred with Parvez, who is also looking to implement an extension to support VAT and HST etc (see http://civicrm.org/blogs/parvez/charging-sales-tax-value-added-tax-vat-contributions and related wiki page). Not clear what collaboration if any will ensue.

                Andrew Wasson added a comment -

                The 4.2 version of the tax extension did not take CiviAccounts into consideration so currently Lola S, Andrew P and I are discussing the best path forward to build the 4.3 extension in such a way that it is future proofed while we account for parts that are not available in core. The missing piece at the moment is a Tax Rules Engine as discussed here: http://forum.civicrm.org/index.php/topic,28955.msg124180.html#msg124180

                Alex C added a comment -

                Has there been more progress on implementing a tax solution into civicrm other than this one by you Andrew?:
                https://github.com/awasson/civiTAX (i have just downloaded this and will test it over the next day or so)

                There seems to be active discussion about implementing a core solution but no references to where the development code might be to perhaps chip in and help?

                Joe Murray added a comment -

                See http://wiki.civicrm.org/confluence/pages/viewpage.action?pageId=83493410 and contact Jamie at CompuCorp for more info.

                David Greenberg added a comment -

                Alex - specifications are on the wiki at http://wiki.civicrm.org/confluence/pages/viewpage.action?pageId=83493410

                You can contact Jamie Novick at Compucorp to see about getting plugged in to the development efforts.

                Joe Murray added a comment -

                Superceded by work being done on by Compucorp.

                  People

                  • Assignee:
                    Andrew Wasson
                    Reporter:
                    Joe Murray

                    Dates

                    • Created:
                      Updated:
                      Resolved: