Tax Details

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When I click on the expansion Button of the Sales Transaction Entry Window, it launches the Sales Tax Summary Entry Window. I select the Tax Detail but the Account associated with the Tax Detail Does not default in. However, when I drill down on the Tax Detail ID, there is an account associated with it. Why is that account not defaulting in? Thanks!

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Community Member on at

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RE: Tax Details

Nobody has any feedback on this????

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Richard Wheeler 75,848 Moderator on at

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RE: Tax Details

Under Tools->Setup->Sales->Sales Order Processing->Options are you set to use Advanced under Tax Calculations?

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Community Member on at

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RE: Tax Details

Yes. I am Advanced.

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Richard Wheeler 75,848 Moderator on at

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RE: Tax Details

Is there anything unique about the account that it does bring over?

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Community Member on at

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RE: Tax Details

No. Every single tax Detail defaults to the same liability account.

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Richard Wheeler 75,848 Moderator on at

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RE: Tax Details

Is this the same account in Tools->Setup->Posting->Posting Accounts and then under Taxes? Are these inventory or non-inventory items? On the items is the sales tax option set to Taxable or Base on Customer?

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Community Member on at

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RE: Tax Details

The Tools>Setup>Posting>Posting Accounts>Taxes account is the same as what is on every tax detail. However, the Inventory items are a mixed bag. Some are Taxable, some are Nontaxable, some are Base on Customers.

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Community Member on at

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RE: Tax Details

Does any body have any additional input on this. Thanks!

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Bill Campbell 12 on at

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RE: Tax Details

First question - what is the tax rate for Missippi - 7% or .07% - the size of the dollar amount trying to be presented may be the first issue.

Secondly, are there to be two lines of Tax - I dont see the Tax Schedule, so not sure what else might be missing.

Is there a TAX account assigned to the Customer? Not sure if that matters.

Just quick pass at this one.

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Community Member on at

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RE: Tax Details

Thanks!

This is just a test system. Ignore the percentages. I highlighted the wrong line. I was supposed to highlight the account number. I just manually entered that in because it is not defaulting from the account set up on the Tax Detail ID. I don't know why.

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