Simple Question...I hope

[AndrewCoy]

I am new to access, I need a way to track customer information and invoices. I am pretty happy with the "Time and Billing" template and have customized it to my needs, the only thing that I can't seem to figure out how to do is to be able to somehow calculate tax on the invoices.

Any help is greatly appreciated!

[Datagopherdan]

Theres a number of ways that you can do this. We'll start out if you're computing state taxes where taxes will vary.

1. Make a tax table with a TaxID, State, and Tax % Amount. Set the Tax ID as your primary key.
2. If you already have a state field in the customers table, change it to numeric and then set a one to many relationship between the TaxID in the Tax table and the state field in the customers table.
3. On your forms, you would change the "State" field to a drop-down for the customers.
4. In your query, you would have both these tables and your calc would be something like TotalTax:nz([TotalSale] * nz([Tax %]). You would use this in your report.

You can do the same type of logic for federal tax too where you would have a table and set relationships. You would probably do this on a yearly basis.

I am new to access, I need a way to track customer information and invoices. I am pretty happy with the "Time and Billing" template and have customized it to my needs, the only thing that I can't seem to figure out how to do is to be able to somehow calculate tax on the invoices.

Any help is greatly appreciated!