Tax module that saves different tax percentages for advanced tax management in coreBOS.
This module, along with the coreBOS Tax Category module, permits us to establish configurations like different taxes per client, depending on their billing localization, their legal status of tax retention, or any other combination of conditions we need in our business.
The Tax Type module will permit us to tag products, clients and vendors with a tax classification, while this Tax module will permit us to define a tax value for each tax type using escalation rules depending on the configured values during the creation of the inventory record.
You can get a little more information in this blog post.
It is important to note that once these modules are installed you should not use the Settings Tax Configuration anymore. Create tax records only in this module, it will take care of adjusting the necessary internal details.
Do not DELETE tax records, mark them as inactive. This is important for correct management of historical inventory records that have applied the tax setting. In other words, if we apply a tax record to an invoice, then you delete the tax record, when you view/edit the inventory record the tax calculation will be incorrect as it needs the setting record applied. Simply mark the record as inactive with the field in this module.
As a corollary of the previous comment: NEVER empty the recycle bin in this module.
If you have installed the modules before 2024-04-25 you have to update to fix an error calculating taxes when individual tax mode is selected.
Overwrite and add these files:
- modules/coreBOSTax/coreBOSTaxHandler.php
- modules/coreBOSTax/coreBOSTax.php
- modules/coreBOSTax/changesets/ycoreBOSTax.xml
- modules/coreBOSTax/changesets/addTaxCalculationgetInventoryDetailsSQL.php
Copy modules/coreBOSTax/changesets/ycoreBOSTax.xml to modules/cbupdater/cbupdates/ and load and apply change sets using the application updater.