Has anyone dealt with the situation where they have kit/package/bundle/group items but the component items have different taxability? How are you handling that? I guess what I'm asking is if there's a way to have the best of both worlds - flexibility around pricing the final invoice item (even if it means I have to specify the breakout by component) AND being able to charge the appropriate tax based on the amounts actually charged for each component item (e.g. some component items are taxable, some are not)? Seems like I can only have one or the other using either a kit/package or item group.

what about tax schedules? you set them on your item record and there could be different schedules for items in the bundle

Yes, same same. I'm wondering how folks are dealing with things they want to group up (for invoicing display/sales purposes) when there's a lot of different taxability implications for the real items under the hood.

I have never had to display line level taxes.. Advanced PDF should be able to take care of it? As far as the item group goes you should be able to apply the discount in the same manner you apply it to an item, that is just fine. However, discounting each item within the group is another story, not available.

Rats. Okay, yeah, we can always ultimately make the invoice display however we want, but the challenge we're running into is the tug-of-war between sales and accounting, where sales only thinks of things as a single item (how they want it presented to the customer) and keeps trying to layer on additional complexity because things seem simple from their view, whereas accounting/IT is tying themselves in knots every time an additional wrinkle is added because each "item" is really multiple things behind the scene. And then you add in taxes and discounts and all that and it starts to get pretty hairy. And of course, since sales is revenue generating they're always winning that tug-of-war, making things harder and harder. Okay, rant over. Guess I've got some playing around to do. Maybe I can find a clever way to hack things together that'll get me part of the way there.

So, use kits?

except kits won’t tax correctly. I think it’s going to have to be item groups with some sort of discounting. Either that or something completely custom.

You are in the paradox that indirect tax teams struggle with. Imagine a gift basket where each item inside is taxed differently but sold as a bundle. Its a common thing and mostly a judgement call by tax teams