Freeside:3:Documentation:Administration:Tax Districts

Overview

Freeside currently supports billing taxes by district in the state of Washington. The information is pulled from the Washington Department of Revenue for updating customer records with tax districts while also updating the tax rates in the internal tax editor located at Configuration -> Billing -> Locales and tax rates.

Setup

Configure the option: tax_district_method located in the UI, Configuration -> Settings. Currently the only option is Washington sales tax.

The command freeside-tax-district-update will need to be ran.

freeside-tax-district-update

The command will update the 'district' field for all customers nd service locations using an online tax information lookup method. Currently the only one supported is the Washington Department of Revenue sales tax table, and looking up the tax district will create a cust_main_county record with the tax rate for that district.

Updating tax rates

The script wa_tax_rate_update can be used to update taxes in the cust_main_county table.

Example usage:

wa_tax_rate_update -t "State Sales Tax" -c "Sales"

-t defines the tax name -c defines the tax class

This will download the new rates and upgrade the tax tables. You will need to do this for each tax class you have setup in your system.