Tax Exemption, Public Note and Custom Fields

Self-Hosted | v5
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Version ie <v5.10.30>

Environment

It seems like this is intended to report bugs, so my apologies if I shouldn’t post this here, but I saw several similar topics which received help, so I’m gonna try my luck:

My question is how to best implement Tax Exemption with respective Disclaimer/Notice.

Thanks to turbo124 I found a solution for the EU B2B Tax Exemption called “Reverse Charge”, which is to add a $tax-info to public notes.

But I also have to accommodate different types of tax exemptions and these need different notice texts.

For example, when invoicing US customers for digital services, it’s also tax free but not reverse charge and I have to add a reference to §3 UStG.

And there are a few other countries with similar tax treaties.

So my question regarding this is how to create something like $tax-info-US myself.

I’m also wondering if it is somehow possible to use a custom Client field (type “Switch”) to replace the public note?

My last question, which would be absolutely perfect, is if there would be some way to automate that all clients which are located in US automatically have that Tax-Exempt switch enabled or automatically have the tax exempt notice without even needing that switchbox?

Thanks in advance and sorry if this is the wrong place. If this is the wrong place, please let me know where I can ask such questions.

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while playing around a bit more I realized that using $tax_info for companies that are in the same country as I am will display a different text than using it for other EU countries.

so there must already be some logic somewhere which runs when $tax_info is called and decides which text to provide based on that.

I’m an amateur(!) webdev, so if someone could point me to where this logic is located, I may be able to make a PR to add country specific tax_info myself or extend the current version.

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Hi,

I don’t believe this is currently supported but if you’re a developer I don’t think these changes should be too complicated, You may be able to use ChatGPT or similar to help.

We use the forum to provide support for existing features and track feature requests in GitHub.

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