Tax in cart incorrect for products with rule VAT tax per product

[AH]

VM 2.0.20b

Using product tax rule Vat tax per product

Sub total is correct but line item tax displayed is incorrect.

Value stored in table virtuemart_order_items is correct





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[K&K media production]

I can't reproduce this issue. Can you show a image of product price settings?

[AH]

Here is the product setting

But the issues of VM orders and invoicing is far more than a failure to get the subtotal and order detail line to match. However that would be a reasonable start considering the version number we are now on?

I cannot believe that there are no VAT registered UK retailers that have not identified this requirement and have sorted out the configuration needed?

I am looking to see what VatTax per product is doing in the calculation any help is appreciated.

I am aware of rounding functionality, so if you have the parameters that will provide an effective solution I would be very happy to utilise them.

I cannot see a configuration option that effectively supports UK VAT and invoicing requirements for VAT registered businesses selling B2B and B2

For retailers operating a line item scheme in the UK when issuing a VAT invoice the HMRC (GOV) state that we must disclose the following:-

For each item listed on the invoice, you must show:

    the unit price or rate, excluding VAT
    the quantity of goods or the extent of the services
    the rate of VAT that applies to what's being sold
    the total amount payable, excluding VAT
    the rate of any cash discount
    the total amount of VAT charged

I can see no configuration that allows me to do this.

In addition the invoice numbering now implemented is non compliant - I have seen Milbo's reasoning for the order number - but the invoice is dated then sequenced the HMRC will be all over this one if I try and use it! 

VAT invoices must show:

an identifying number, which is from a series that is unique and sequential;



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[K&K media production]

I am looking to see what VatTax per product is doing in the calculation any help is appreciated.

20,43 + 20% tax = 24,516 -> rounding to 2 digits = 24,52 * 10 = 245,20

I don't know why the taxAmount is different ... I don't have this issue.

$this->productPrices['taxAmount'] = $this->roundInternal($salesPrice - $priceBeforeTax)

Can you show a image of your price rounding settings?

For retailers operating a line item scheme in the UK when issuing a VAT invoice the HMRC (GOV) state that we must disclose the following:-

You can write a override with your own layout for cart, invoice ...

In addition the invoice numbering now implemented is non compliant - I have seen Milbo's reasoning for the order number - but the invoice is dated then sequenced the HMRC will be all over this one if I try and use it! 

VAT invoices must show:

an identifying number, which is from a series that is unique and sequential;

You can use this plugin for your own invoice numbers:

http://extensions.virtuemart.net/vm-orders/order-number-plugin-detail

[AH]

Rounding were all set to 2

Round only display ticked

If you are not having the issue can you let me know what your config is please and I will try that

[K&K media production]

OK, disable "Round only display" and it should work. If I enable this, I have the same result like you with wrong taxAmount.

[AH]

I really appreciate you taking time to reply - I know how long it can take to test settings.  The tool tip for the "Display only" is VERY misleading 

Superb, everything now agrees across product line, total and subtotal.

But Now I can see that the VAT tax is incorrect for line item billing!

Item ex vat is 20.43
Single item Sales price is 20.43 * (1+Vatrate)
Single item Vat inclusive rate is = 24.52

So now I buy 10 items, if I use the VAT inclusive single item price:-

10*24.52 = 245.20

exVAT  = incVATtotal /(1.VATpercentage)

exVAT =  245.20/1.20 = 204.33

VAT = 245.20 - 204.33 = 40.87 (to make the calc simpler for testing purposes  because in UK it is 20% we could get the VAT value by incVATtotal/6)

NOTE- VAT calculation is NOT single item VAT value multiplied by QTY of items (this is what is happening in VM)

If I started with the ex vat price which I can only do if we can prove that sales are mainly B2B not B2C

20.43 * 10 = 204.30

inc VAT = 204.30 * 1.20 = 245.16

VAT = 40.86

Database entries in #_order_items and #_orders are aligned with the cart screen values

I cannot see any difference between Tax per Product and Vat Tax per product, I cannot use VAT per Bill due to the line item invoice requirements of HMRC

I really want to get the settings correct

In VM1.1.9 the TAX stuff was very poor and I ended up having to create significant User-Class overrides, to get a usable VAT calculation that would show on the cart and be stored in the database tables.

Please not again 


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[K&K media production]

For B2B the normal way is to use tax per bill.

Make a override for your cart and invoice and show a row with tax value (e.g. 20%) instead of taxAmount.

For vm 2.2 we expected to change the layout ... maybe with tax value row instead of taxAmount row ... or with extra settings for B2B / B2C ... but atm I can't say it exactly and with vm 2.0 you must use a override

[AH]

Thanks for the update.

Any timescales on VM2.1 or 2.2?

Will help me focus my efforts if I have a rough idea of timescales

[K&K media production]

No, here is the roadmap:
http://dev.virtuemart.net/projects/virtuemart/wiki/Roadmap

[lindapowers]

There are concrete e-commerce solutions for the UK, you use really specific settings there and trying to use VM for that could be a nightmare for you.

Do you need to show all that info in the cart by law?

Can't you just show the basic subtotal, shipping cost, total tax and total and then show all the info correctly in your invoice?

The invoice of VM is pretty basic and works fine for Germany probably and some other countries but as you there we needed to create our own template and concrete fields so we bought ccVAOM by chill creations where we can make an invoice template and choose predefined fields like {order_subtotal}
{order_subtotal_excl_tax}
{order_subtotal_incl_ship_excl_tax} etc

But anyway seems your problem is with calculations also.

Also, aren't you allowed to use simplified invoices there?

[AH]

Linda

Thanks for the input.

Simplified invoices are only for orders < £250 so ok for some businesses.

Yes we can offer simplified cart details, however tax per bill is no good for invoices and database storage.

But we have no real worries.

As it stands we are going to be fine with VM2's base functionality:-

Price display settings:-
-Rounding set to 2 on all prices
-Round display set to OFF (Very important as if this is set the subtotals dont match the line items!)

-Display Tax in cart set to YES

-Taxation using VatTax per product although I can see no functional difference between VatTax and Tax per product (so enlighten me someone!)

When adding a product we use the cost price and let VM default the tax rate to get the sales price.

That will give us what we require.

Of course the PDF invoices will need some work but that is expected and as we have the values in the database stored, it will be easy.