CAPITAL Office Business Software

We have one department primarily selling to retail customers, one to wholesale and one to both.

According to the help file...

The CAPITAL Tax Matrix can be used to automatically select the appropriate tax rate, e.g., inclusive or exclusive, depending on:

The type of item sold.

What department or division it is being sold from.

The customer category (who it is being sold to).

Where would we find the CAPITAL Tax Matrix? The above seems to be the only mention of it in the help files, and I can't find any expansion on where to locate it or how it works.

We would most likely want to base our tax incl./tax excl. option by customer category.

Thanks.

Rgds
Barry

The Tax Matrix is actually a backward compatibility feature of CAPITAL that was left in the system for a number of years until the complete retirement of the older version 2. It's main purpose was to deal with many of the complexities relating to the old sales tax system. GST simplified this area and the need for a Tax Matrix was greatly reduced. (CAPITAL 7.6 is the first release to no longer make any mention of this feature.)

Generally speaking it is probably better to select a particular approach for handling tax rates and stick to it. I.e., have all your sell prices inclusive or exclusive of tax, rather than mix them between transactions (although you may still do this if you wish). Remember that you have complete control over the presentation of your forms, so you can show tax inclusive prices on your invoices even if the prices appear as tax exclusive on your transaction screen.

However, if you do want the sell price and tax rate to be determined by where you are selling from and who you are selling to, you probably should:

1. Set-up separate inclusive and exclusive sell prices in stock control.
2. Under installation settings for invoicing, indicate which price fields in stock control are inclusive and which are exclusive of tax.
3. Create a script (or have us provide you with a script) to assign a tax code to stock items based on whatever criteria you specify. The script hook that would typically handle this would be R-INPOST.MAC

Great. Yes, the modification of the various invoice forms to either include or exclude GST, and then assigning the relevant form to a customer works for us.

Thanks.