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Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / Tax Period Report - De...
Microsoft Dynamics GP (Archived)

Tax Period Report - Detail is not pulling data

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Posted on by Community Member

There's probably an obvious setting I'm missing, but my Tax Period Report - Detail (for sales tax) is coming up empty.  We enter receivable transactions manually, and do not use the inventory module.  Any ideas?  Thanks.

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  • Verified answer
    Justin Thorp Profile Picture
    Justin Thorp 2,265 on at

    Hi Glen,

    1.)  On the tax details, have you marked the checkboxes to maintain calendar/financial history?

    (Tools - Setup - Company - Tax Details).

    2.)  The report pulls from the TX00201 and TX00203 tables.  Please review those in SQL to make sure the data is showing there as expected.

    Thank you,

    Justin

  • Community Member Profile Picture
    Community Member on at

    Hi Justin,

    1.)  Yes - these checkboxes are marked.

    2.)  I'm not SQL savvy, but I'll talk with our IT guy to see if he can track that down.

    We are manually entering invoices in the Sales -> Transactions -> Transaction Entry screen, where we've been selecting the Tax Schedule ID.  Does that make a difference?  The appropriate Tax Details are set up in the Tax Schedules.

    Thanks.

  • Community Member Profile Picture
    Community Member on at

    Hi Justin,

    Thanks for your reply to my original question.  Our implementation is going in phases to coordinate with another ERP system, so my Microsoft Partner said this piece is not set up and operational yet.  I appreciate your reply, though.

    Thanks,

    Glen

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