AnsweredAssumed Answered

Paying taxes... and making records of it

Question asked by LeszekŁuczkanin on Oct 25, 2016
Latest reply on Nov 6, 2016 by beverly


Customer ID (pk)










Operation ID (pk)

Customer ID (fk)



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?