1 Reply Latest reply on Jun 10, 2010 2:32 PM by philmodjunk

    Calculating Sales Tax by State

    JAM

      Title

      Calculating Sales Tax by State

      Post

      Hello!

       

      I recently purchased Filemaker Pro 11 (for Mac) after having updated from version 5.

       

      I'm starting afresh using the Invoices in starter solutions.

       

      My issue:  I only need to charge tax for orders shipping to California (whether billed there or not).  Is there a way to do this so that I don't have to click "taxable" for every line item for each CA order?

       

      Also, I've read it is better to use a "look-up" instead of a calculation, but I haven't the foggiest idea of how to go about that.

       

      Any information would be greatly appreciated!!!

       

      Thanks!

        • 1. Re: Calculating Sales Tax by State
          philmodjunk

          Yep, looked up values are the way to go here.

           

          Define a new table, SalesTax, with two fields: State, TaxRate

           

          Define a relationship linking this new table to the State Field in your shipping address:

           

          Invoice::ShippingState = SalesTax::State

           

          In your Invoice table, define a matching number field, TaxRate, bring up the field options dialog, select the Auto-enter tab and select the looked up value option.

          In the dialog that pops up select SalesTax::TaxRate as the field from which a value will be looked up.

           

          Now, when you enter or select a state in Invoice::ShippingState, Invoice::TaxRate will copy the current tax rate over from the SalesTax table.