Tax schedule nontaxable customers

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We have different tax details with different percentages. In case of export, no tax has to been invoiced. How to set up a tax schedule for customers with zero tax calculation?

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Jonathan Fear on at

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RE: Tax schedule nontaxable customers

Any update on the resolution? This is a post that is getting a large number of views so we would like to get a confirmed resolution.
soma 24,410 on at

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RE: Tax schedule nontaxable customers

"I have tested it with the same items on my taxable and nontaxable customers and it works perfect." same item means, Is your item taxable or based on customer?
Community Member on at

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RE: Tax schedule nontaxable customers

Cannot expect from an order entry clerk to do this without errors. This process has to be happen automatically. See my solution below!
Community Member on at

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RE: Tax schedule nontaxable customers

All items are taxable with different percentages. Certain customers are not taxable. I have set up a new Tax Schedule ID for my Nontaxable customers with no Tax Detail. I have tested it with the same items on my taxable and nontaxable customers and it works perfect. Nontaxable customers without tax calculations and taxable customers with the correct tax calculation!
Melissa Sandrovich on at

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RE: Tax schedule nontaxable customers

What do you currently have set as the sales tax option on your items? taxable or based on customer?
soma 24,410 on at

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RE: Tax schedule nontaxable customers

If the customers has no tax schedule detail, even though at the time of creating the invoice, it will add the tax schedule details based on the line items included for the invoice. If you wants the invoice without tax details, you need to open the Sales Item Details Entry window (To open, click the arrow near by line item number label) to remove the Tax schedule for each of line items. But, this will be take more time for more line items.

Hope this helps!!!
Community Member on at

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RE: Tax schedule nontaxable customers

Cannot change sale tax option in item, because most of my customers I have to charge sale tax based on the tax schedule from the item. Only when exporting products for specific customers, no tax calculation has to take place, regardless the tax option from the item.

I was thinking to create a tax schedule for these customers without assigning a tax detail?????
soma 24,410 on at

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RE: Tax schedule nontaxable customers

The sales tax schedule calculate happens in GP based on the item sale tax option in the Item Maintenance.

1. Nontaxable

2. Taxable

3. Based on customer.

while creating invoice, If you don't want the tax schedule, you need to change the inventory sales tax option to nontaxable.

Hope this helps!!!