CRM-18580 Add support for second Sales Tax per line item

    Details

    • Versioning Impact:
      Patch (backwards-compatible bug fixes)
    • Documentation Required?:
      None
    • Funding Source:
      Needs Funding
    • Payment Status:
      Estimate Needed

      Description

      When creating a financial type for a taxable contribution, the financial account only allows one 'Sales Tax Account is' account to be associated. This is a problem for those cases in the US where there's a state tax and a city tax and both must be applied to the transaction. The financial account should allow for multiple 'Sales Tax Account is' financial accounts to be added.

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          Activity

          [CRM-18580] Add support for second Sales Tax per line item
          KarinG added a comment -

          Hi Upleaf - this is definitively a good idea - but a new feature under the current structure, and a fair bit work to accomplish this.To make this happen - there are essentially two options to get this new feature into core: a) hire a CiviCRM partner/developer to contribute code - or b) pay the CiviCRM Core team to develop this for you via the paid feature queue: https://civicrm.org/paid-issue-queue

          Upleaf added a comment -

          Hi Karin,

          I brought this issue to Joe Murray and he said he had a workaround implemented for a client, and that he could, as a paid work order, implement this solution into core.

          We have a client to fund this work and are on a tight deadline (1 week). Could you please help me move it forward / let me know how to proceed.

          Thanks!

          Osvaldo

          KarinG added a comment - - edited

          Coleman Watts has contacted Joe Murray - I know they were discussing how to implement this - core vs extension - I've pinged them here - so that they can report back to you on this.

          Joe Murray added a comment -

          Hi Osvaldo, sorry about the slow turn-around...didn't realize the timeframe was so tight. Could you indicate here if you need to have two sales taxes for:
          a) event registrations
          b) memberships
          c) other services or goods sold as part of a price set?

          Also, to speed things along, any feedback on what if anything from the following list is out of scope would be appreciated:
          changes to handle the message templates for contributions, memberships and event participants; event registration and contribution/membership front end signup and confirmation pages; backoffice event registration, membership signup and contribution creation and edit and view pages; contact summary tabs for contributions, memberships and event registrations including payment displays; contact dashboard; and possibly other places.

          Jonathan Boeke added a comment -

          I also have the the need to apply multiple taxes for accounting purposes. Was this ever implemented, perhaps as an extension? Seems to me there should not be an arbitrary limit. Might need city, county and state taxes for example.

          KarinG added a comment -

          At the risk of sounding like someone we know Eileen McNaughton - I'd prefer we 1) add unit tests to sustain single tax per line item functionality; and 2) fix what's not working there [see discussion on Mattermost Agileware - before moving onto multiple taxes per line item;

          Joe Murray added a comment -

          For those coming here and wondering about status, the one-off, hard-coded example of supporting one or two sales taxes depending on jurisdiction as determined by postal code is https://github.com/JMAConsulting/biz.jmaconsulting.cdntaxcalculator. It is not a full solution by any means, and was not designed to work with other price sets.

          http://civicrm.stackexchange.com/questions/15783/multiple-tax-rates/15960#15960 indicates the functionality needed for full solution, and high level architecture. Feel free to contact me at joe dot murray at jmaconsulting dot biz for a quote, or ask the core team.

            People

            • Assignee:
              Unassigned
              Reporter:
              Upleaf

              Dates

              • Created:
                Updated: