Requirements

1. Enabling Taxation at the Supplier level

2. Specifying Products are Taxable

3. Creating one or more Tax Tables

1) Enabling Taxation

Activate tax calculations for each applicable Supplier.

1. Navigate to the Suppliers list from the Products tab

2. Click on the Supplier; click Edit on the left

3. Scroll down to the Invoice content, Invoice Options settings

4. Check Calculate & Display Tax On Line Items and Save

2) Specifying Products are Taxable

By default, Products -- and hence line items of that product -- are not taxable. If you create a new product and its associated supplier has taxation enabled, the Taxable flag will be set automatically.

However, if you add taxation after creating your products in Vinosmith, you will need to specify the taxable flag for each applicable product. You can use the Excel Import/Export flows for Product Properties to do this in a batch manner.

3) Create One or More Tax Tables

Vinosmith lets you manage tax tables for each State and, optionally, at the Jurisdiction (County) level.

How Vinosmith Assigns a Tax Table to an Invoice

There are two methods to link a tax table with an Invoice:

Direct Account Assignment

An Account can have a Tax Table assigned. This field is available when editing the Account, under the 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 Account's Shipping State field to find the first applicable tax table. If Jurisdiction matching is specified, the Account's Shipping County field must also match the Tax table's Jurisdiction.

How to get started:

1. Click on My Account in the top-right and then Manage on the left

2. In the left navigation, click on Manage Tax Tables; then click on Create Tax Table

3. Provide a Title for the Tax table; this is used for reference only.

4. Provide the State for which this tax table is applicable. It must 100% match the Shipping State values you have entered in your Accounts.

5. If you need taxation down to the Jurisdiction/County level, check the box for jurisdiction match, then provide the required Jurisdiction. It must 100% match the Shipping County values you entered in your Accounts.

6. 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: Enter the Alcohol % values per product as numeric-only values (e.g., "12.5" - no quotes).

Once you create the tax tables, the system will automatically apply the first applicable tax table during order entry.

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 batches.