While working on some changes for the funeral home database, I have come across the following problem:
The following is the expression I use to determine the tax rate:
So if Date of Deather is before 7/1/2003, the tax rate is 7%; otherwise 8%.
HOWEVER! If a funeral is prepaid, the funds are not received/booked until the person dies (they are held in a trust), but the fact that they may have actually been paid before 7/1/2003 means we have to calculate the tax at the earlier (7%) rate.
We have a Yes/No checkbox on the data entry screen that is checked if it is a prepaid funeral/unchecked if it is not, and I'd like to tie the formula into that check box.
I will continue to try this as I wait but wonder if anyone can help.