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How to sum Tax ID total on report

K
Jr Varsity II
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Good day

I want to sum my tax totals by Tax ID  from the DAC ARTax.

I have a scenario where I have to taxes on a sales order invoice  how best can I sum them on the report by the Tax ID as per the screenshot below

In my case for this invoice I have a tax total of 105.88, and on the invoice print out in the footer I want to split the two as per the above screenshot.

I have the formula =IIf([ARTax.TaxID]='SVUS',Sum([ARTax.CuryTaxAmt]),0) for the SVUS Tax ID and =IIf([ARTax.TaxID]='SUTAXUSD',Sum([ARTax.CuryTaxAmt]),0) FOR the SUTAXUSD ,Tax ID.

 

However on the invoice template the split is not coming out correctly what could I be missing?

The computation is not coming out as desired

which should be:

Sub Total:             542.90

Less Discount        32.64

Invoice Total         510.26

Tax Total                 76.54

Surtax Total            29.34

Total                      616.14

I added the ARTax table on my schema to my report design as shown below

 

 

Best answer by RManathungage94

Hi @kudzaim20,

 

one way is that you can use a sub-report to get tax records to display in the main report.


define desired fields (TaxID and TaxAmount). and put the sub-report into your main report.

 


here is the result.
 

then you can use your formula to get the sum and add to the total. 

hope this helps :)

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Kudzai Masora
iqraharrison
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    iqraharrison
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R
Freshman II
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Hi @kudzaim20,

 

one way is that you can use a sub-report to get tax records to display in the main report.


define desired fields (TaxID and TaxAmount). and put the sub-report into your main report.

 


here is the result.
 

then you can use your formula to get the sum and add to the total. 

hope this helps :)

Chris Hackett
1 person likes this
  • Chris Hackett
    Chris Hackett
K
Jr Varsity II
Forum|alt.badge.img
  • kudzaim20
  • Jr Varsity II
  • March 20, 2024
RManathungage94 wrote:

Hi @kudzaim20,

 

one way is that you can use a sub-report to get tax records to display in the main report.


define desired fields (TaxID and TaxAmount). and put the sub-report into your main report.

 


here is the result.
 

then you can use your formula to get the sum and add to the total. 

hope this helps :)

Thanks for the sub report option. However I will have issues aligning the sub report to an external tax recording software.

The other option is to use variables , but on summing up a variable I get the following error message

Variable $Vat defined
Error message on now trying to sum the variable $Vat in the footer of report

Is there a way to Sum a variable in Report Designer?

Kudzai Masora
K
1 person likes this
  • K
    kudzaim20
T
Jr Varsity I

Hi ​@kudzaim20 . Came across your post looking for the same solution and while i was on here i actually came up with another solution :-). Even though  the post was posted a year ago and i thought i could post another solution that i used on my end to achieve the needed results.                                                          On Build schema Link Artax to ArTaxTran (Trantype,RefNbr,TaxID) and the formula to use is 

=IIf([ARTran.TaxCategoryID]='ZERO RATED',[ARTaxTran.CuryTaxableAmt],'0.00')

So in my scenario my tax ID is Zero Rated. I hope this helps.

Chris Hackett
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  • Chris Hackett
    Chris Hackett
Chris Hackett
Community Manager
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  • Chris Hackett
  • Acumatica Community Manager
  • April 9, 2025

Thank you for sharing your solution with the community ​@tkapuenene36!

Chris ~ Let us know how we're doing: https://forms.office.com/r/xmJUdZ1QE5 - A member helped you, please *Like* their post. A member provided an answer to your question, please mark it as *Best Answer*.

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