Below is an example of how you can handle packaging tax in Uniconta.
Read this article that describes the setup of tax groups and shows an example of handling bottle deposits: Tax groups
Then you create your tax, in this case a packaging tax.
Notes: If you want to run inventory on your taxes, the tax must be created as a product type: Product. Normally, however, you use the product type: Services, for a tax.
Cost Price and Selling Price are the same amount, as no profit is made on a tax.
If you sell a tax as a whole unit, simply set Decimals to 0.
If you sell a tax as a split unit, e.g. 0.50, set Decimals to 2.
Cost model is set to Fixed cost.
This tax is created as a Service and must also be checked in "Item included in BOM".
Then you need to assemble your BOM. You do this from the item overview. Select the item that you want to be the main BOM and select BOMs and Contents.
In the Parts list tab, you add your item, in this case our packaging. You set the quantity to be included in this item and in order to show the item on the invoice and include the sales price, the fields "Include sales price" and "Show on invoice" must be checked.
The result of the invoice can be seen below.
In the BOM tab, you add the item, in this case our packaging, to be included in the BOM. You set the quantity to be included in this item, and in this case it should be 0.38, and the sales value and cost value are calculated on the line. In order to show the item on the invoice and include the sales price, the "Include sales price" and "Show on invoice" fields must be checked.
Note: Remember decimals on the item, otherwise it is only possible to deliver full quantities.
The result of the invoice can be seen below.
Example 1: Setting up packaging tax
Here is an example of how you can use a BOM to invoice an item with a tax, where the tax must be displayed with the item on the invoice. One item, Vending cups is sold for 501,- kr. In addition, there is a tax of 19.20 kr. We create two items, as shown below. The main item, in this case Vending Cups, must be created as a BOM. This item must be included as an item in the BOM, so the "Item is included in the BOM" box is checked.
Then you create your tax, in this case a packaging tax.
Notes: If you want to run inventory on your taxes, the tax must be created as a product type: Product. Normally, however, you use the product type: Services, for a tax.
Cost Price and Selling Price are the same amount, as no profit is made on a tax.
If you sell a tax as a whole unit, simply set Decimals to 0.
If you sell a tax as a split unit, e.g. 0.50, set Decimals to 2.
Cost model is set to Fixed cost.
This tax is created as a Service and must also be checked in "Item included in BOM".
Then you need to assemble your BOM. You do this from the item overview. Select the item that you want to be the main BOM and select BOMs and Contents.
In the Parts list tab, you add your item, in this case our packaging. You set the quantity to be included in this item and in order to show the item on the invoice and include the sales price, the fields "Include sales price" and "Show on invoice" must be checked.
The result of the invoice can be seen below.
Example 2 - Packaging fee per kg.
One item, Vending machine cup, is sold for 501,- kr. In addition, there is a tax of DKK 19.20, but this time the tax is per kg, and therefore the tax is 0.38 per item and must be calculated accordingly. The item and BOM item are created as in example 1. Then you need to assemble your BOM. You do this from the item overview. Select the item that you want to be the main BOM and select BOMs and Contents.
In the BOM tab, you add the item, in this case our packaging, to be included in the BOM. You set the quantity to be included in this item, and in this case it should be 0.38, and the sales value and cost value are calculated on the line. In order to show the item on the invoice and include the sales price, the "Include sales price" and "Show on invoice" fields must be checked.
Note: Remember decimals on the item, otherwise it is only possible to deliver full quantities.
The result of the invoice can be seen below.