Author Topic: Setting up Sales Tax - How do I Add a formRule to Edit of Financial Account (Read 371 times)

justpeace42 · January 14, 2014, 10:25:59 am

Hi,

I am trying to add taxes to all the transaction in Civi.

I have been working through this page which gives helpful instructions.
http://wiki.civicrm.org/confluence/pages/viewpage.action?pageId=83493410

I have done step 1 except where it says:
Add a formRule to Edit of Financial Account that requires that if Is Tax? is set, Financial Account Type must be Liability and Tax Rate > 0.
I can't figure out where to do this.

I can only assume that my lack of doing this is the reason I still cannot add taxes to my events. I have created the Financial Account, have tried to go into financial types and associated with the account, but it is not giving me the option as shown in step 2 for Financial Account Relationship - it does not show 'sales tax account is'.

Any help would be appreciated

Donald Lobo · January 14, 2014, 05:13:34 pm

I dont think that code was integrated into the main code base.You might want to follow up with Parvez/Veda, they potentially have a custom extension to handle tax stuff

lobo

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Author Topic: Setting up Sales Tax - How do I Add a formRule to Edit of Financial Account (Read 371 times)

justpeace42

Setting up Sales Tax - How do I Add a formRule to Edit of Financial Account

Donald Lobo

Re: Setting up Sales Tax - How do I Add a formRule to Edit of Financial Account