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Project invoice not included the sales tax when there's a deposit payments
Can you provide more information on your deposit payments?
How did you record them, how are they posted, what is the relationship to the sales tax because payments are usually not subject to sales tax.
Some supporting screenprints would help.
Please refer below:-
The highlighted is the deposit received from customer.
when we generate an last Invoice, the sales tax is not included, the PJC006048 is last invoice generated which did not offset the sales tax (GST).
I cannot identify and reconcile the amounts that you show in your second screenprint with the ones in the first one.
Can you let us know how the deposit was posted originally?
- What category has been used?
- How is this category setup especially in regards to the item sales tax group that is associated with the category?
Would be great if you could check this and let us know.
For deposit usually we just key into Customer Advance nett amount and sales tax (GST) capture automatically.
Good Morning FuHu,
Can you confirm that my understanding is correct?
What I understand is that you create a project invoice for a customer for an on-account amount.
You would like to have sales tax added to the on-account invoice that you send out to your customer.
Example: On-account = $1000, tax = 7% => you want to show $1070 on the invoice and see the net and sales tax separately.
Is that right?
Yes, you are right.
Thanks for your confirmation.
Can you check in the on-account form (general tab) whether a sales tax group and item sales tax group has been selected?
If this is the case, the tax should be calculated and become visible on the invoice.
Yes, sales tax group and Item sales tax group is selected but when we generate invoice its only offset the item original amount, the sales tax is not included.
Can we focus on the lines No 1-5 in your invoice first?
For those lines there is no sales tax.
Is that correct or did the system not calculate sales tax correctly?
If the system did not calculate it correctly then have a look at the project customer/funding source and the categories used to check what item sales tax group and sales tax groups have been used when posting.
Line 6 and 7 are deductions.
Are these the lines where the on-account prepayments are deducted?
To be sure that this sales tax issue is not related to a bug, can you let us know the AX2012 version that you operate?
I am asking this because on LCS there are a number of issues and hotfixes listed that might fix your problem.
Whether it really does depends, however, on the system version that you operate.
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