| Subject: | Enhancement to Tax Detail Report to provide sales breakdown by tax codes | | Summary: | Section A - Describe what the request/issue is about
Fiji has introduced 4 types of Tax since April 2022. - Vat 9%
- Vat 15%
- zero-rated 0%
- Plastic Bag Levy $.0.50
We need a report in Linksoft that can give us a breakdown of Sales Exclusive of each tax vertically. For example, if my Total Tax Exclusive is $200,000 then we need the information as below: Sales Exclusive: $120,000
Vat 15% : $18,000 Sales Exclusive: $60,000
Vat 9% : $5,400
Sales Exclusive $20,000
Zero Rated $0 Plastic Bag Levy: $500 The sample report below: Figure 1.1 Sales Tax Detail Report Requirement
Date | Sales Exclusive | TaxCode | TaxAmount | Sales Exclusive | TaxCode | TaxAmount | Sales Exclusive | TaxCode | TaxAmount | Sales Exclusive | TaxCode | TaxAmount | Total Sales Exclusive | Total Tax | Total Sales Inclusive of Taxes |
01/01/2022 | $ 120,000.00 | Vat15% | $ 18,000.00 | $ 60,000.00 | VAT 9% | $ 5,400.00 | $ 20,000.00 | ZeroRated | $ - | $ - | Plastic Levy | $ 500.00 | $ 200,000.00 | $ 23,900.00 | $ 223,900.00 |
02/01/2022 | $ 130,000.00 | Vat15% | $ 19,500.00 | $ 65,000.00 | VAT 9% | $ 5,850.00 | $ 18,000.00 | ZeroRated | $ - | $ - | Plastic Levy | $ 400.00 | $ 213,000.00 | $ 25,750.00 | $ 238,750.00 |
03/01/2022 | $ 135,000.00 | Vat15% | $ 20,250.00 | $ 62,000.00 | VAT 9% | $ 5,580.00 | $ 19,000.00 | ZeroRated | $ - | $ - | Plastic Levy | $ 600.00 | $ 216,000.00 | $ 26,430.00 | $ 242,430.00 |
Totals | $ 385,000.00 | | $57,750.00 | $ 187,000.00 | | $16,830.00 | $ 57,000.00 | | $ - | $ - | | $ 1,500.00 | $ 629,000.00 | $76,080.00 | $ 705,080.00 |
Section B - Cost Information: 1. Request Information ID | Description (*Required Fields) | Value | | 1 | Customer Name * | All POS Customers Fiji
| | 3 | Cost Covered By * | Discuss Internally
| | 4 | Workarounds? | Dump Sales Reports and Vlookup
| | 5 | Date Required by * | 20/04/2022 |
Section C - Provide a Test plan - List out at least two scenarios that will be used to verify - Make a sale of the below items with the below tax code: All prices are inclusive of Tax
Item | Quantity | UnitPrice | TaxTotal | Total |
15% Tax Item | 1 | $ 10.00 | $ 1.30 | 10 |
9% Tax Item | 1 | $ 10.00 | $ 0.83 | 10 |
0% Tax Item | 1 | $ 10.00 | $ - | 10 |
Plastic | 1 | $0.00 | $ 0.50 | 10 |
- Assuming all this happened on 1st April. Generate Sales Tax Report and it should give data as below
Date | Sales Exclusive | TaxCode | TaxAmount | Sales Exclusive | TaxCode | TaxAmount | Sales Exclusive | TaxCode | TaxAmount | Sales Exclusive | TaxCode | TaxAmount | Total Sales Exclusive | Total Tax | Total Sales Inclusive of Taxes |
01/01/2022 | $ 8.70 | Vat15% | $ 1.30 | $ 9.17 | VAT 9% | $ 0.83 | $ 10.00 | ZeroRated | $ - | $ - | Plastic Levy | $ 0.50 | $ 27.87 | $ 2.63 | $ 30.50 |
Totals | $ 8.70 | | $ 1.30 | $ 9.17 | | $ 0.83 | $ 10.00 | | $ - | $ - | | $ 0.50 | $ 27.87 | $ 2.63 | $ 30.50 |
| | Audit Notes: | Edited by sanjay on 04/04/22 15:44. Edited by sanjay on 04/04/22 11:10. | | 04 Apr 2022 | 10:56AM Comment 1 by Sanjay (Link Technologies) Case L12708 added to project 13.40 | | 04 Apr 2022 | 03:42PM Comment 2 by Sanjay (Link Technologies) Assigned To: Development Followup Date: 04-04-2022 07:37 PM Time Taken: 4.00 | | PART A - Development work for this case has been completed. 1. The change will be available in version: 13.40 2. The following changes were made(Include Database object names, Program classes, and any other relevant information): - Added a 4th Tax Code Label
3. Affected Areas: - Tax Detail Report
4. The issue was caused by: - Fiji Legislation change
5. Other Relevant Notes:
6. Next Step (Review and System Test (Developer) -> UAT (Quality) -> Documentation): UAT
Note: The report defined in the requirements is a new report and will need to be a New Report Request.
|
| | 04 Apr 2022 | 03:44PM Comment 3 by Sanjay (Link Technologies) ETC was changed from 05/04/2022 to 05/04/2022 | | 05 Apr 2022 | 10:54AM Comment 4 by Sanjay (Link Technologies) Assigned To: Development Followup Date: 05-04-2022 02:51 PM Time Taken: 4.00 | |
The following tests were performed:
Table 1 - Test Results
| No | Test Case | Expected Result | Pass/Fail | Comments | | 1 | Generate report using Location
| The report shows Location data only. Sales figures verified
| Pass
|
| | 2 | Generate report using 1, 2, 3 and 4 Tax Codes
| The report shows the selected Tax Codes in the columns
| Pass
|
| | 3 | Generate Report using "Detail Level" = Transactions
| The detail level shows transactions
| Pass
|
| | 4 | Generate report using "Detail Level" = Products
| The detail level shows Product Groups
| Pass
|
| | 5 | Generate Report using "Detail Level" = None
| No detail level data
| Pass
|
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Environment Details - OS version: Win10
- Application version: 13.40
- Setup on:
- Server: LinkQA4
- Database: LinkSOFT
- LinkSOFT URL: HTTP://LinkQA4/LinkSOFT
- Login Details: Standard username and password for user "admin"
Next Step: Closure
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