Pennsylvania Sales Tax Compliant Invoice Style
Overview
This feature introduces a new invoice style that calculates sales tax only on the taxable portion of the invoice, in compliance with Pennsylvania Department of Revenue guidelines. The enhancement ensures that non-taxable employee costs are excluded from tax calculations, providing accurate invoicing and adherence to Pennsylvania tax laws.
Key Benefits:
- Guarantees compliance with PA tax regulations.
- Improves accuracy in tax reporting and invoicing.
- Reduces risk of overcharging clients by excluding non-taxable costs.
Functionality
1. Feature Addition
- Where it appears:
The new invoice style is available automatically for all customers with primary address in Pennsylvania. - New UI Elements:
- Option to select PA-Compliant Invoice Style during invoice setup.
- Display of taxable amount, sales tax rate, and sales tax due on the invoice.
2. Behavior
- When the PA-compliant invoice style is selected:
- Sales tax is calculated only on taxable items, excluding non-taxable employee costs.
- Invoice displays:
- Gross Fee (Total Item Bill or Total Amount)
- Taxable Amount
- PA Sales Tax Rate
- PA Sales Tax Due
- Total Invoice Amount