**If you are interested in turning on this feature and have Quickbooks integration please contact help@vinosmith.com to complete integration**

Requirements

  1. Enabling Taxation at the Supplier level
  2. Specifying Wines are Taxable
  3. Creating one or more Tax Tables

Enabling Taxation For Suppliers

Tax calculations need to be activated for each applicable Supplier.

  1. Navigate to the Suppliers list from the Wines tab
  2. Click on the Supplier; click Edit in the left
  3. Scroll down to the Invoice content, Invoice Options settings and check Calculate & Display Tax On Line Items

Specifying Wines are Taxable

By default Wines -- and hence line items of that wine -- are not taxable. If you create a new wine and its associated Supplier does have taxation enabled then the Taxable flag will automatically be set.

However, if you are adding taxation after your wines have been created in Vinosmith you will need to specify the taxable flag for each applicable wine. You can use the Excel Import/Export flows for Wine Properties to do this in a batch manner.

Create One or More Tax Tables

Vinosmith allows you to manage tax tables for each State and optionally at the Jurisdiction (County) level.

Vinosmith uses the Accounts Shipping State field to find the first applicable tax table. If Jurisdiction matching is specified that will further require the Accounts Shipping County field to match the Tax table's Jurisdiction.

How to get started:

  1. Click on My Account in the top-right and then Manage in the left
  2. In the left navigation click on Manage Tax Tables; then click on Create Tax Table
  3. Provide a Title for the Tax table - this is used for reference only.
  4. Provide the State this tax table is applicable for. It has to 100% match the Shipping State values you have entered on your Accounts.
  5. If you require taxation down to the Jurisdiction/County level then check the box for jurisdiction match; then provide the required Jurisdiction. It has to 100% match the Shipping County values you have entered on your Accounts.
  6. Mode: specify whether tax is calculated at a flat percentage for the whole order (e.g. 5% tax applied across the board to the whole order) -or- whether its Volume & Alcohol Percentage(%) based. If the latter you will need to enter in the applicable tax rates. Critical Additional requirement: the Alcohol % values will need to be entered per wine and should be numeric only values (e.g. "12.5" - no quotes).

Once the tax tables have been created; during order entry, the first applicable tax table will be applied automatically.

After you've completed the steps above, update your Account's Shipping County to 100% match the Jurisdiction you created in Step 5.   You can use the Excel Import/Export flows for Accounts to do this in a batch manner.