Sage 100

Client is migrating to Sage 100 and would like to display the sales tax rate on their invoices (on the totals tab).  I've done it by backing into it with a formula using the taxable amount and the sales tax amount.  I haven't tested extensively, but may encounter rounding issues.  Is this how others do it, or is there a way to calculate it from the sales tax tables?


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Barbara Goldstein
Sr. Consultant
DSD Business Systems
San Jose CA
800.627.9032 x221
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9.25% ! Wow you must be in No Cal :-)

I like your idea to back into it. I think it's the best way. Another less optimal way would have been to subreport into SY_SalesTaxScheduleDetail linking by the TaxSchedule on SO_InvoiceWrk. Then in the sub, you join SY_SalesTaxScheduleDetail to SY_SalesTaxCodeDetail table and link by TaxCode. Then sum up the TaxRate amounts but filter for SalesTaxable=Y (maybe TaxClass<>"NT" also). If client requires you to show break down by Tax Code, only then I think you use this approach.

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Alnoor Cassim

Accounting Systems, Inc. (ASI)
Email: alnoor@asifocus.com
Orange County, CA
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As an aside - I’ve seen Sage show this type of breakdown though I don’t think they are on Sage 100 any longer.

One customer must have had 5 lines of sales tax detail. I was actually surprised Sage had this capability on their invoicing.

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Wayne Schulz - Schulz Consulting - 860-516-8990
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Backing into the sales tax rate would be easier if Sage stored the "TaxableAmt" and "NonTaxableAmt" in SO_InvoiceHeader and SO_SalesOrderHeader the same as it does on the S/O Data Entry Totals panel. The amounts on the screen are reduced by any corresponding trade discounts; whereas in the tables the fields with the same names ARE NOT REDUCED by any corresponding trade discounts (see graphic below). So, if the invoice has discounts, one can't get the tax rate by dividing "SalesTaxAmt" by "TaxableAmt".
Further, some discounts may affect taxable sales and other discounts may affect non-taxable sales. Is this getting ugly or what? Sage sort of saves the day by providing a field named "TaxSubjToDiscPrcntOfTotSubjTo" that is a ratio of "TaxableAmt" subject to discount as a percentage of the total subject to discount. This gives us the means to determine how much of a discount to reduce the "TaxableAmt" in order to determine the tax rate. Should we be happy? No, this field is not included in the Crystal work files for either invoice or sales order which means we have to add a UDF and set it up to flow through. A "good grief" moment. Please, someone tell us why Sage would favor maintaining UI different from the underlying table over this grief!

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Dan Burleson
Software Consultant
Connex Software
Corvallis OR
541-224-6642
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