Calculating tax rate per province in VB

geepxz · #1 03-19-2020, 01:41 PM

SHORT REQUEST: im looking for the VBA syntax for an IF function that references a bookmark drop down value in a word document.

IN DEPTH:I have a template I am currently working on and I would like it to automatically calculate the tax rate.

First I have drop downs. We first select CA or US, depending on country is selected the Province/State dropdown changes. This is adone in VB.

Code:

Sub PopulatedRegion()
    Select Case ActiveDocument.FormFields("ddCountry").Result
    Case "CA"
        With ActiveDocument.FormFields("ddRegion").DropDown.ListEntries
            .Clear
            .Add "AB"
            .Add "BC"
            .Add "MB"
            .Add "NB"
            .Add "NL"
            .Add "NT"
            .Add "NS"
            .Add "NU"
            .Add "ON"
            .Add "PE"
            .Add "QC"
            .Add "SK"
            .Add "YT"
        End With
    Case "USA"
        With ActiveDocument.FormFields("ddRegion").DropDown.ListEntries
            .Clear
            .Add "AL"
            .Add "AK"
            .Add "AZ"
            .Add "AR"
            .Add "CA"
            .Add "CO"

etc...

We do not charge tax for the US.

Now for Canada, later in the document I have a bookmark [TOTAL_FEES] and the advance payment [TOTAL_FEES/2] which is saved under [HALF_FEES].

I then add the admin fees which are taxable so it gives me [HALF_FEES*1.05] aka [HALF_FEES2]. So far all works great but now the hard part. I would like to find a way in VB (If possible id rather not put a table in there) to create an IF formula that would work with the selected province in the drop down. For exemple if Ontario [ON] (13% tax) is selected my formula would become [HALF_FEES2*1.13].

Does this make any sense? Someone here able to help?

macropod · #2 03-19-2020, 02:13 PM

I'm not sure that formfield dropdowns will work in this case, as they only accept a maximum of 25 entries and there are more than twice that US States.

As for the tax calculation, with formfields no VBA code is required - it can all be done with field coding. Such a field might be coded along the lines of:
{={IF{REF ddCountr}= "CA" {IF{REF ddRegion}= "ON" 1.13 1.05} 0}*{Half_Fees} \# $,0.00}

Regardless, given the limitation of 25 for formfield dropdown entries, you should instead consider the use of content control dropdowns, for which all your US States can be added. In that case, the VBA code might look like:

Code:

Dim Admin As Single, Tax As Single
With ActiveDocument
  If .SelectContentControlsByTitle("Country")(1) = "US" Then
    Tax = 0
  Else
    If .SelectContentControlsByTitle("Region")(1) = "ON" Then
      Tax = 1.13
    Else
      Tax = 1.05
    End If
  End If
  Admin = .SelectContentControlsByTitle("Admin")(1).Range.Text
  With .SelectContentControlsByTitle("Tax")(1)
    .LockContents = False
    .Range.Text = Format(Tax * Admin, "#,##0.00")
    .LockContents = True
  End With
End With

Note: You shouldn't use content controls and formfields in the same document, as they weren't designed to be used that way and trying to do so can cause problems.

geepxz · #3 03-19-2020, 02:58 PM

Youre absolutely right. We divided the USA in 2 for 50 states using USA and U.S.A.

Thank you! ill try this right away and get back to you with feedback!

Quote:

Originally Posted by macropod

I'm not sure that formfield dropdowns will work in this case, as they only accept a maximum of 25 entries and there are more than twice that US States.

As for the tax calculation, with formfields no VBA code is required - it can all be done with field coding. Such a field might be coded along the lines of:
{={IF{REF ddCountr}= "CA" {IF{REF ddRegion}= "ON" 1.13 1.05} 0}*{Half_Fees} \# $,0.00}

Regardless, given the limitation of 25 for formfield dropdown entries, you should instead consider the use of content control dropdowns, for which all your US States can be added. In that case, the VBA code might look like:

Code:

Dim Admin As Single, Tax As Single
With ActiveDocument
  If .SelectContentControlsByTitle("Country")(1) = "US" Then
    Tax = 0
  Else
    If .SelectContentControlsByTitle("Region")(1) = "ON" Then
      Tax = 1.13
    Else
      Tax = 1.05
    End If
  End If
  Admin = .SelectContentControlsByTitle("Admin")(1).Range.Text
  With .SelectContentControlsByTitle("Tax")(1)
    .LockContents = False
    .Range.Text = Format(Tax * Admin, "#,##0.00")
    .LockContents = True
  End With
End With

Note: You shouldn't use content controls and formfields in the same document, as they weren't designed to be used that way and trying to do so can cause problems.

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