2 Replies Latest reply on Oct 25, 2016 6:14 AM by beverly

    Paying taxes... and making records of it

    LeszekŁuczkanin

      TABLE: CUSTOMERS

      Customer ID (pk)

      Name

       

         |

         |

         |

         |

        /|\

       

      TABLE: OPERATIONS

      Operation ID (pk)

      Customer ID (fk)

      Date

      Amount

      Period (month)

      Period (year)

       

       

      I have 3 types of customers:

       

      1. Has to pay tax  fixed - every month the same amount.
      2. Has to pay tax unfixed - every month different value
      3. Doesn’t have to pay
      At the end of the year I give back 20% of taxes that was paid to me, so I need to summarize this incomes for everyone and then count 20% of it. And check if I pay it out.

       

      I need a tool which will show me summary of all customers that has to pay with an amount every one paid each month. I also would like to have a portal (or anything) in my CUSTOMER layout to see how this particular customer was paying this year.

       

      Problem is, that some of customers pay once a month all amount, while another pays few times a month, so sometimes it is 1x 4000,00 $ and another time it is 4 x 1000,00 $ a month.

       

      Any ideas, please?