Taxes not displayed for custom fields

[kylegp]

v5.8.51-W157

I have the following tax settings and “charge taxes” is ticked for a custom field.

However, when creating an invoice, the tax amount for the custom field is not displayed.

I assume this is because I have Invoice Item Tax rates enabled instead of Invoice Tax rates and the custom field is not being included.

Is there any way to display the tax rate for the custom field the way I’m wanting, or is this a bug?

The total is correct as I have chosen inclusive taxes, however I want the GST charged to include and reflect the GST included in the surcharge (custom field).

[hillel]

Hi,

I think you’d need to enable both invoice and invoice item tax rates.

[kylegp]

That doesn’t display as I want either. See I have added a $5 surcharge, it should be 0.45c GST for the surcharge (custom field, based on 10% GST) but it shows $5 because it it’s calculated the line items GST of $4.55 plus the 0.45c for the custom field tax.

Ultimately I’m wanting it to tally the GST for the line items, and show a separate GST for the custom field. I can make this work if I display the surcharge as a line item, but I’m wanting to do this with a custom field.

[hillel]

@david can you please advise?

[david]

is this a custom field, or a surcharge field?

[kylegp]

It’s a surcharge field under Custom Fields > Invoices > Surcharge Field

[david]

@hillel @kylegp

One of the problems here is that the surcharge uses only the invoice level taxes (not the line item taxes) that have been configured on the invoice.

I can see here you have line item taxes, and no invoice level taxes?

[kylegp]

@hillel @david

There’s definitely a bug here in my opinion.

I have enabled Line item taxes and invoice level taxes to test, and I have inclusive taxes enabled.

I created a new invoice.

You can see in this example we get the tax amount in the line items, as we want, and this totals $20 of GST. You can also see that I have $3.59 in the Surcharge field, and I have “Charge taxes” ticket for the surcharge field.

There are two issues:

• The surcharge has “Charge taxes” ticked, but the taxes from this $3.59 surcharge (0.33c) are not added to the GST summary.
• GST 10% is displayed twice in the summary.

[david]

@hillel

did v4 add the surcharge taxes into the totals summary?

[kylegp]

Should it not be in the summary? If you have a surcharge field and you are ticking to charge taxes, and have inclusive taxes enabled, where else would it be displayed other than the summary? Currently it’s not showing that the surcharge includes GST and for how much (through the summary).

Also not sure why GST 10% is showing twice.

Maybe I should just give up on using a custom field and just make the surcharge a line item each time. It’s just less convenient to do so. This also means that my GST reporting didn’t factor in the GST on the payment surcharges…which is not good. Luckily I don’t have to go back and rectify too many…

[hillel]

I believe it did if taxes were enabled for the surcharge

[kylegp]

Should I raise a github issue for this?

[kylegp]

I have raised the following suggestion and I see where some of the confusion is coming from regarding these settings now.

Allow for Tax Amount per line item to be usable with Invoice Tax Rate (without enabling invoice item tax rates) · Issue #10120 · invoiceninja/invoiceninja (github.com)

[kylegp]

And this is ultimately what I think is a bug regarding the custom surcharge field. The apply taxes button doesn’t seem to have any affect on this field.

Surcharge field “Charge taxes” is not applied and displayed in summary · Issue #10121 · invoiceninja/invoiceninja (github.com)