In the Material Sales invoicing process there is no way to cap individual county rates for a $5,000 rule in the State of Florida. For example, if a customer has an invoice total of $8,500 the State Tax Rate of 6% applies on the entire amount, but the County Tax Rate (which can vary by County) stops at $5,000. So the State Tax would be $8,500 X .06 = $510 but the County Tax (1% Counties) would be $5,000 X .01 = $50 and not $8,500 X .01 = $85.00.
This same premise holds true for PO/AP invoices and was reported in another Suggestion. There is another caveat that state if a customer or vendor submits a PO over $5,000 that designates what they want, how much, and when that only the first $5,000 of customer invoices or vendor invoices for that PO are taxed the County $5,000 cap and all additional invoices are not taxed any County Tax. This would be an override at the PO and Customer Quote level in addition to the $5,000 cap rule per invoice.
Paul West
| Company | The Middlesex Corporation |
| Job Title / Role | Director of Enterprise Applications |
| I need it... | Yesterday...Come on already |
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This is something that we just heard about at my branch level but is affecting or FL branches. Currently the only way around this is to issue a credit for the extra tax that is being charged and send a mock up invoice to the customer.
This needs to be fixed to handle the cap and alleviate the number of credits having to be issued.