Details
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Type: New Feature
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Status: Closed
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Priority: Major
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Resolution: Fixed
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Affects Version/s: None
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Fix Version/s: 5.2.0-b1
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Component/s: None
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Labels:None
Description
Tax Settings
- Rename the current "Inclusive" tax type to "Inclusive (Additive)"
- Add a new tax type at the top of the list called "Inclusive"
- Update the text of the Tax Type tooltip with the following:
Inclusive will calculate tax as a part of the item prices you set.
Inclusive (Additive) will calculate tax in addition to the item prices you set.
Exclusive will calculate tax in addition to the item prices you set, but will not include it in the order total display.
Behavior
When the new "Inclusive" tax type is selected, tax should be calculated as a part of set prices. For example, if an services costs $100 and there is a tax of 10% then the service line item would be $90.91 and the tax line item would be $9.09 so the overall total would come out to $100.
- To calculate the service price, use the equation
- $price = $package_price / (100 + $tax_percentage)
- To calculate the tax amount use the equation
- $tax_price = ( $package_price / ( 100 + $tax_percentage ) ) x $tax_percentage
This should be handled by the pricing presenter.
Display
In various locations, we should still show the overall total. These locations include:
- All pricing drop downs for packages or configurable options. For example:
- The admin add service package pricing dropdown
- The "Wizard List" order form package list
- The client edit service configurable option change dropdown
- Service widget prices. For example:
- The Billing > Services widget
- The client profile Services widget
- Sales reports
- Invoice line items
- Order form summary box line items
Locations in which we should display the tax subtracted total include:
- Admin service summary boxes (add or edit)
- Client service management summary boxes (addons, upgrades, config options)
- Invoice totals
- Order form summary box totals
Issue Links
1. |
Inclusive tax - setting value update | Closed | Jonathan Reissmueller | ||||||||||
2. |
Inclusive tax - pricing presenter | Closed | Jonathan Reissmueller |
|
Activity
Field | Original Value | New Value |
---|---|---|
Rank | Ranked higher |
Story Points | 8 |
Sprint | 5.2.0 Sprint 1 [ 134 ] |
Rank | Ranked higher |
Sprint | 5.1.0 Sprint 8 [ 134 ] | 5.2.0 Sprint 1 [ 136 ] |
Sprint | 5.1.0-b2 Sprint 1 [ 136 ] | 5.2.0 Sprint 1 [ 137 ] |
Assignee | Jonathan Reissmueller [ jonathan ] |
Status | Open [ 1 ] | In Progress [ 3 ] |
Remaining Estimate | 0 minutes [ 0 ] | |
Time Spent | 32 minutes [ 1920 ] | |
Worklog Id | 15070 [ 15070 ] |
Status | In Progress [ 3 ] | In Review [ 5 ] |
Resolution | Fixed [ 1 ] |
Description |
h2. Tax Settings
* Rename the current "Inclusive" tax type to "Inclusive (Additive)" * Add a new tax type at the top of the list called "Inclusive" * Update the text of the Tax Type tooltip with the following: {quote} Inclusive will calculate tax as a part of the item prices you set. Inclusive (Additive) will calculate tax in addition to the item prices you set. Exclusive will calculate tax in addition to the item prices you set, but will not include it in the order total display. {quote} h2. Behavior When the new "Inclusive" tax type is selected, tax should be calculated as a part of set prices. For example, if an services costs $100 and there is a tax of 10% then the service line item would be $90.91 and the tax line item would be $9.09 so the overall total would come out to $100. * To calculate the service price, use the equation ** $price = $package_price / (100 + $tax_percentage) * To calculate the tax amount use the equation ** $tax_price = ( $package_price / ( 100 + $tax_percentage ) ) x $tax_percentage This should be handled by the pricing presenter. h2. Display In various locations, we should still show the overall package total. These locations include: * All pricing drop downs for packages or configurable options. For example: ** The admin add service package pricing dropdown ** The "Wizard List" order form package list ** The client edit service configurable option change dropdown * Service widget prices. For example: ** The Billing > Services widget ** The client profile Services widget * Sales reports Locations in which we should display the tax subtracted total include: * Admin service summary boxes (add or edit) * Client service management summary boxes (addons, upgrades, config options) * Invoice line items * Order form summary boxes |
h2. Tax Settings
* Rename the current "Inclusive" tax type to "Inclusive (Additive)" * Add a new tax type at the top of the list called "Inclusive" * Update the text of the Tax Type tooltip with the following: {quote} Inclusive will calculate tax as a part of the item prices you set. Inclusive (Additive) will calculate tax in addition to the item prices you set. Exclusive will calculate tax in addition to the item prices you set, but will not include it in the order total display. {quote} h2. Behavior When the new "Inclusive" tax type is selected, tax should be calculated as a part of set prices. For example, if an services costs $100 and there is a tax of 10% then the service line item would be $90.91 and the tax line item would be $9.09 so the overall total would come out to $100. * To calculate the service price, use the equation ** $price = $package_price / (100 + $tax_percentage) * To calculate the tax amount use the equation ** $tax_price = ( $package_price / ( 100 + $tax_percentage ) ) x $tax_percentage This should be handled by the pricing presenter. h2. Display In various locations, we should still show the overall total. These locations include: * All pricing drop downs for packages or configurable options. For example: ** The admin add service package pricing dropdown ** The "Wizard List" order form package list ** The client edit service configurable option change dropdown * Service widget prices. For example: ** The Billing > Services widget ** The client profile Services widget * Sales reports * Invoice line items * Order form summary box line items Locations in which we should display the tax subtracted total include: * Admin service summary boxes (add or edit) * Client service management summary boxes (addons, upgrades, config options) * Invoice totals * Order form summary box totals |
Resolution | Fixed [ 1 ] | |
Status | In Review [ 5 ] | Reopened [ 4 ] |
Status | Reopened [ 4 ] | In Progress [ 3 ] |
Time Spent | 32 minutes [ 1920 ] | 5 hours, 18 minutes [ 19080 ] |
Worklog Id | 15106 [ 15106 ] |
Sprint | 5.2.0 Sprint 1 [ 137 ] | 5.2.0 Sprint 2 [ 135 ] |
Rank | Ranked lower |
Status | In Progress [ 3 ] | In Review [ 5 ] |
Resolution | Fixed [ 1 ] |
Time Spent | 5 hours, 18 minutes [ 19080 ] | 6 hours, 56 minutes [ 24960 ] |
Worklog Id | 15140 [ 15140 ] |
Status | In Review [ 5 ] | Closed [ 6 ] |
Resolution | Fixed [ 1 ] | |
Status | Closed [ 6 ] | Reopened [ 4 ] |
Status | Reopened [ 4 ] | In Progress [ 3 ] |
Sprint | 5.2.0 Sprint 2 [ 135 ] | 5.2.0 Sprint 2, 5.2.0 Sprint 3 [ 135, 140 ] |
Rank | Ranked higher |
Time Spent | 6 hours, 56 minutes [ 24960 ] | 2 days, 30 minutes [ 59400 ] |
Worklog Id | 15212 [ 15212 ] |
Rank | Ranked higher |
Status | In Progress [ 3 ] | In Review [ 5 ] |
Resolution | Fixed [ 1 ] |
Time Spent | 2 days, 30 minutes [ 59400 ] | 2 days, 2 hours, 16 minutes [ 65760 ] |
Worklog Id | 15218 [ 15218 ] |
Time Spent | 2 days, 2 hours, 16 minutes [ 65760 ] | 2 days, 5 hours, 14 minutes [ 76440 ] |
Worklog Id | 15221 [ 15221 ] |
Time Spent | 2 days, 5 hours, 14 minutes [ 76440 ] | 2 days, 5 hours, 43 minutes [ 78180 ] |
Worklog Id | 15223 [ 15223 ] |
Time Spent | 2 days, 5 hours, 43 minutes [ 78180 ] | 2 days, 6 hours, 49 minutes [ 82140 ] |
Worklog Id | 15224 [ 15224 ] |
Status | In Review [ 5 ] | Closed [ 6 ] |
Resolution | Fixed [ 1 ] | |
Status | Closed [ 6 ] | Reopened [ 4 ] |
Time Spent | 2 days, 6 hours, 49 minutes [ 82140 ] | 3 days, 24 minutes [ 87840 ] |
Worklog Id | 15242 [ 15242 ] |
Status | Reopened [ 4 ] | Closed [ 6 ] |
Resolution | Fixed [ 1 ] |