**If you are interested in turning on this feature and have QuickBooks integration please contact help@vinosmith.com to complete integration**
Requirements
Enabling Taxation at the Supplier level
Specifying Wines are Taxable
Creating one or more Tax Tables
1) Enabling Taxation
Tax calculations need to be activated for each applicable Supplier.
Navigate to the Suppliers list from the Wines tab
Click on the Supplier; click Edit on the left
Scroll down to the Invoice content, Invoice Options settings and check Calculate & Display Tax On Line Items
2) Specifying Wines are Taxable
By default, Wines -- and hence line items of that wine -- are not taxable. If you create a new wine and its associated supplier has taxation enabled, then the Taxable flag will be automatically set.
However, if you are adding taxation after your wines have been created in Vinosmith, you will need to specify the taxable flag for each applicable wine. You can use the Excel Import/Export flows for Wine Properties to do this in a batch manner.
3) Create One or More Tax Tables
Vinosmith allows you to manage tax tables for each State and optionally at the Jurisdiction (County) level.
How Vinosmith Assigns a Tax Table to an Invoice
Two ways a tax table can be associated to an Invoice:
Direct Account Assignment
An Account can have a Tax Table assigned. This field is available when editing the Account, under Tax & Legal section.
In the Tax Table dropdown choose the table to always be assigned to any Invoice for that Account
Jurisdiction / Address Based Assignment
If no specific tax table has been assigned to the Account (see above) then Vinosmith uses the Accounts Shipping State field to find the first applicable tax table. If Jurisdiction matching is specified, that will further require the Accounts Shipping County field to match the Tax table's Jurisdiction.
How to get started:
Click on My Account in the top-right and then Manage on the left
In the left navigation, click on Manage Tax Tables; then click on Create Tax Table
Provide a Title for the Tax table - this is used for reference only.
Provide the State for which this tax table is applicable. It must 100% match the Shipping State values you have entered in your Accounts.
If you require taxation down to the Jurisdiction/County level, then check the box for jurisdiction match; then provide the required Jurisdiction. It has to 100% match the Shipping County values you have entered on your Accounts.
Mode: specify whether tax is calculated at a flat percentage for the whole order (e.g. 5% tax applied across the board to the entire order) -or- whether it's Volume & Alcohol Percentage(%) based. If the latter, you will need to enter the applicable tax rates. Critical Additional requirement: the Alcohol % values will need to be entered per wine and should be numeric only values (e.g. "12.5" - no quotes).
Once the tax tables have been created, during order entry, the first applicable tax table will be applied automatically.
After you've completed the steps above, update your Account's Shipping County to 100% match the Jurisdiction you created in Step 5.
You can use the Excel Import/Export flows for Accounts to do this in a batch manner.