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We believe that if one user has a question, there could be more users who may have the same question. This is why many of our support forum threads are public and available to be searched and viewed. If you’d like help immediately, feel free to search for a similar question, or submit your question or concern.


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    Tax on "Purchase Order" payment tool?

    Asked by toastoakland on January 10, 2013 at 09:40 PM

    I'm trying to figure out how to add sales tax on the "Purchase Order" payment tool.  Am I just missing it or is it not an option?

    Thank you,

    Kristen

    Page URL:
    http://www.jotform.com/?formID=30097282710147

    tax purchase payment tool tool
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    JotForm Support

    Answered by liyam on January 10, 2013 at 10:09 PM

    Hello Kristen.  Currently there is no option to add a separate field for tax on forms.  You will have compute each product with its taxed value for now.

    But we already have made a request for this feature to be implemented.  As soon as we have this up, we'll inform you right away.

    Thanks.

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    Answered by toastoakland on January 10, 2013 at 11:00 PM

    Okay.  Thanks.  I guess I'll just add the tax into the price for each and say (price includes tax).

     

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    JotForm Support

    Answered by liyam on January 10, 2013 at 11:28 PM

    Yup, that would be the ideal for now.  You can also include the amount on the product name that does not have tax in it yet so to inform your customers for the actual amount of the product they're purchasing.

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    JotForm Support

    Answered by abajan on January 11, 2013 at 07:25 AM

    Hi Kristen,

    If a copy of the form's full source is embedded into a web page, it's possible to have the tax inclusive total displayed. I can provide the necessary code if you're willing to go that route.

    I'll post a demo later to show how the form would look.

    We look forward to your reply.


    Wayne

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    JotForm Support

    Answered by abajan on January 11, 2013 at 05:45 PM

    Hi again Kristen,

    Here's the demo I promised you. Complete and submit the form as many times as you wish, selecting different wines each time and also checking each auto-response you get.

    Please let us know if you'd like to use this solution for your own form.

    Thanks.


    Wayne

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    Answered by TSellers on March 03, 2013 at 03:52 PM

    I guess the main problem is figuring out the different tax rates for each state or province. The only fix I could see at this point would be to build a separate form for each location that adds a provincial or state tax, but that would be an unreasonable number of independant forms to update.

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    JotForm Support

    Answered by abajan on March 03, 2013 at 04:27 PM

    @TSellers

    It may be not be necessary to have multiple forms for this. Tell you what, build the form and include a dropdown containing all of the states and provinces and when you've found out what tax should apply for each (a mammoth task, no doubt!), let us know. We should be able to come up with a script.

    Such a script would likely contain a switch statement and if any of the tax rates were to change over time, it would just be a matter of editing that value in the relevant case (of the switch).

    Thanks.

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    Answered by TSellers on March 03, 2013 at 05:22 PM

    Thanks for that. In my case that may not be as mammoth as all that because I just included 'State' theoretically for the benefit of any USA based uers that may be interested. However as I am in Canada I do not have to collect State taxes even if shipping to the USA (which only happens occasionally anyway), the Canadian Provinces that collect provincial sales tax along with the Federal sales tax are just 5 (and soon to become 4 apparently). However I'm thinking that perhaps in the long run given quite a few orders may need adjustment for other reasons (such as running out of stock on an item or a red flag that they ordered an incompatible part), it may be best just to use one Purchase Order submission and then send the client back an estimate or invoice that is tweaked along with the payment instructions for the method they chose. In fact that may go easier on my limit right now for payment submission limits, or is the Purchase Order method also considered a payment submission?

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    JotForm Support

    Answered by abajan on March 03, 2013 at 05:31 PM

    No, Purchase Order payments are not counted against payment submissions. So, that may indeed be the route to go.

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    Answered by TSellers on March 03, 2013 at 07:27 PM

    Thanks abajan,

    I can see where in future with the multiple payment options and having 2 Paypal accounts where I will be using more of the payment submission options. As the nature of my business is largely seasonal, that's one reason I gave up my Merchant Account with it's monthly fees (including a monthly 'inactivity fee') and went to Paypal. I can see a need in your pricing model to fill the gap between the free 10 payment submissions and the $9.95 monthly submission fee of a per transaction based option, say $0.25 cents per transaction. Then anyone that has monthly submissions that are averaging somewhere between 11-39 per month would opt for that plan. Has there been any thought toward such an option?

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    JotForm Support

    Answered by jonathan on March 04, 2013 at 01:34 AM

    @TSellers

    Hi, from what I understand on your latest response, it had to do more with the currentl pricing model. I am sure you have noted already the in-between scheme which is the "Economy". Can you you not use this plan? 

    It will be great also if you can create a separate topic for this (since it is now different from the original post).

    Please click here  to create the new topic and we will attend to you on that separately.

    Thanks.

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    Answered by Chalonen on October 22, 2013 at 01:25 PM

    Hello JotForm Support,

     

    Can you please provide me with the coding on the added 9% sales tax from the Demo Wine form?

     

    Thanks,

     

    Chantel

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    JotForm Support

    Answered by guilledutra on October 22, 2013 at 02:43 PM

    Hi Chalonen, 

    could you open a new forum thread with your request in order to provide you with better help,

    http://www.jotform.com/answers/answer.php?

    Thanks

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    JotForm Support

    Answered by NeilVicente on April 10, 2014 at 02:00 PM

    Hello everyone,

    We would like to inform you that we have just implemented the tax option for purchase order payments.

    Please do try it and let us know if you have questions or concerns.

    Cheers!

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    Answered by TSellers on April 10, 2014 at 03:36 PM

    That sounds great, I'll look forward to giving it a try. Thanks for doing this.

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    Answered by Marc  on March 23, 2015 at 11:26 AM

    Because in Canada we have all those taxes depending on the province

     

    Alberta 5
    Colombie-Britannique 7 12
    Île-du-Prince-Édouard 91 14
    Manitoba 8 13
    Nouveau-Brunswick 81 13
    Nouvelle-Écosse 101
    15
    Nunavut 5
    Ontario 81 13
    Québec 9,975 14,975
    Saskachewan 5 10
    Terre-Neuve/Labrador 81 13
    Territoires du Nord-Ouest 5
    Yukon 5

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    JotForm Support

    Answered by david on March 23, 2015 at 12:58 PM

    Hi,

    It is possible to create different tax rates for different areas, here is a thread discussing such a setup:

    http://www.jotform.com/answers/354599-Request-Sales-tax-option-on-products

    If you have further questions regarding this, please create a new thread so that we may address your question separately.