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Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / Tax Schedules
Microsoft Dynamics GP (Archived)

Tax Schedules

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Posted on by Rosemary 10

We have customers where their purchases are exempted from tax. I created a tax schedule for those particular transactions where the 'taxable' option is not ticked, but a tax value is still being calculated.

Not sure what I missed, these customers all have the same salesperson ID.

This amount has to be manually removed every month.

Thanks

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  • soma Profile Picture
    soma 24,410 on at
    RE: Tax Schedules

    What type of transaction do you have created for those customer? and also provide more detail about your problem?

  • Rosemary Profile Picture
    Rosemary 10 on at
    RE: Tax Schedules

    It is a sales tranaction and the customer is not expected to pay any Taxes.

  • Verified answer
    soma Profile Picture
    soma 24,410 on at
    RE: Tax Schedules

    What is the Sales Tax Option for the entered item number from the sales transaction?

    Go to the Item Maintenance window to check the Sales Tax Option for the items which are used for your Sales Transaction. If any of the items has set as taxable with Tax schedule ID, while entering Sales Transaction you need to manually delete the tax in Sales Transaction Item Detail Entry window. Otherwise change the items Sales Tax Option to Based on Customer and remove the Tax Schedule for your desired customers and then create the Sales Transaction without tax.

    Hope this helps!!!

  • Rosemary Profile Picture
    Rosemary 10 on at
    RE: Tax Schedules

    I see what you are saying, will give it a try.

  • Verified answer
    Rosemary Profile Picture
    Rosemary 10 on at
    RE: Tax Schedules

    It worked, thanks much!

  • soma Profile Picture
    soma 24,410 on at
    RE: Tax Schedules

    You are most welcome.

    Note: If my suggestion got solved your problem, mark it as a verified because this will helps to some others who having the same problem.

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