formula to show the tax amount on a column in a transaction saved search for each customer

AI generated answer (using internal Slack threads):

To show the tax amount on a column in a transaction saved search for each customer, you can use a formula field in the results tab of the saved search. The formula would be something like this:

CASE WHEN {taxitem.iseccode} = 'T' OR {taxitem.isreversecharge} = 'T' THEN ({amount} * 0.21) ELSE {taxamount} END

This formula checks if the tax item is either an EC code or a reverse charge. If it is, it calculates the tax as 21% of the amount. If it's not, it simply uses the tax amount. If you want to break out the tax by state, county, and city, you can use a similar approach with a formula field. Here's an example:

Formula (Text) Maximum CASE WHEN {taxitem.taxtype} = ‘County’ THEN {taxitem.taxtype} END Tax County Tax County
Formula (Percent) Maximum CASE WHEN {taxitem.taxtype} = ‘County’ THEN ({taxitem.rate}/100) END Tax County % Tax County %
Formula (Text) Maximum CASE WHEN {taxitem.taxtype} = ‘State’ THEN {taxitem.taxtype} END Tax State Tax State
Formula (Percent) Maximum CASE WHEN {taxitem.taxtype} = ‘State’ THEN ({taxitem.rate}/100) END Tax State % Tax State %
Formula (Text) Maximum CASE WHEN {taxitem.taxtype} = ‘City’ THEN {taxitem.taxtype} END Tax City Tax City
Formula (Percent) Maximum CASE WHEN {taxitem.taxtype} = ‘City’ THEN ({taxitem.rate}/100) END Tax City % Tax City %

These formulas check the tax type and if it matches the desired type (County, State, or City), it returns the tax type and the tax rate. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******