Default Tax ID on Sales Invoice

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Posted on by Kaja Mohiadeen

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I have only one Tax Details ID with certain %. Once I enter the amount in sales invoice, instead of select the Tax ID, system should calculate the Tax amount based on the Tax ID (Default). Anyone help regarding this issue.

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Bill Campbell 12 on at

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RE: Default Tax ID on Sales Invoice

Taxes are a complicated matter and the result you get very often depends on the settings you have in your system.

1 - Customer must have same sales tax detail

2 - Item must have same tax detail

3 - Shipping method and your company default Tax Schedule are all necessary to make this work.

So if you are expecting GP to automatically charge the sales tax on an order/invoice then you have to have all these settings right.

Hope this points you in the right direction.

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Kaja Mohiadeen 244 on at

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RE: Default Tax ID on Sales Invoice

Mr. Bill, Thanks for your help. I have only one Tax details. Now my requirement is, When I enter SOP, I don't want to select the Tax ID manually. The Tax Amount should fill automatically based on Sub Total. Because I have only one Tax ID.

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Bill Campbell 12 on at

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RE: Default Tax ID on Sales Invoice

Can you attach a screen shot of the SOP window as it is completed - before you enter the sales tax.

I think that it may be a matter of 'default settings'

1. shipping method on the customer - Delivery and Ship have different results on the selection of tax

2. tax schedule selected for the company

3. tax schedule selected for the customer

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Tom Mathew 1,750 on at

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RE: Default Tax ID on Sales Invoice

Set it up in the comapny setup and check the autocalculate in the tax schedule window

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L Vail 65,271 on at

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RE: Default Tax ID on Sales Invoice

Just because you only have one tax detail set up will not cause that detail to be used for all of your transactions. First, you need to put that tax detail in a tax schedule and then assign that tax schedule ID to each of your customers. Then, open your Company Setup Options window and uncheck the box next to 'Use Shipping Method when Selecting Default Tax Schedule'. It's the first checkbox on the options window.

If you are going to use the method suggested by Tom Mathew, you still need to put your tax detail into a tax schedule. Also, in the Company Setup Options window, you need to check the box 'Specify Tax Details for Automatic Tax Calculation', and then in your tax schedule ID setup, mark the AutoCalc box next to your detail.

Kind regards,

Leslie

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