Hello,
How do I setup per unit sales tax in Acumatica?
“A per unit tax, or specific tax, is a tax that is defined as a fixed amount for each unit of a good or service sold, such as cents per kilogram/liter. It is thus proportional to the particular quantity of a product sold, regardless of its price. Excise taxes, for instance, fall into this tax category.”
Best answer by nhatnghetinh
I have looked carefully and I have noticed that all taxes in Acumatica are only calculated as a % of the value of the sale.
I tried this method using "Discounts" without customization or using a 3rd party solution. Can you see if it works?
For example, with the Excise tax situation.
Step 1: Create "Non-Stock Items" corresponding to "Excise tax"
Sales Account: Select the Excise tax account
Step 2: Create Discount
Step 3: Create Sales Orders
The system will automatically display tax items after entering the sales quantity.
Next: creating Shipment
Step 4: Create Invoice
Step 5: Save and RELEASE Invoice
Best Regards,
NNT
+11Please see the document “F330 Sales Taxes” and take this course at Acumatica Open University.
Best Regards,
NNT
Please see the document “F330 Sales Taxes” and take this course at Acumatica Open University.
Best Regards,
NNT
Hello
I have done this course but did not see anything specific to calculating tax using the sale/purchase quantity as the basis and a flat tax amount to be applied. Please do share the reference page number or video segment if you think I missed it.
All inidcations are that Acumatica clients have to use one of the 3rd-party solution providers to get this specific functionaity, which for clients outside the USA may be overlkill.
+11I have looked carefully and I have noticed that all taxes in Acumatica are only calculated as a % of the value of the sale.
I tried this method using "Discounts" without customization or using a 3rd party solution. Can you see if it works?
For example, with the Excise tax situation.
Step 1: Create "Non-Stock Items" corresponding to "Excise tax"
Sales Account: Select the Excise tax account
Step 2: Create Discount
Step 3: Create Sales Orders
The system will automatically display tax items after entering the sales quantity.
Next: creating Shipment
Step 4: Create Invoice
Step 5: Save and RELEASE Invoice
Best Regards,
NNT
+11Please see this idea here and contribute your business case as well to help get this functionality added to the system.
I have looked carefully and I have noticed that all taxes in Acumatica are only calculated as a % of the value of the sale.
I tried this method using "Discounts" without customization or using a 3rd party solution. Can you see if it works?
For example, with the Excise tax situation.
Step 1: Create "Non-Stock Items" corresponding to "Excise tax"
Sales Account: Select the Excise tax account
Step 2: Create Discount
Step 3: Create Sales Orders
The system will automatically display tax items after entering the sales quantity.
Next: creating Shipment
Step 4: Create Invoice
Step 5: Save and RELEASE Invoice
Best Regards,
NNT
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