We are having difficulty in getting the Header>Tax tab to function
in AP entry. We figured out that we first had to create a TAX
REGION for some reason so that our TAX CODES that define which
specific tax rates apply to an invoice can be pulled in. On the
Header>Tax tab, you have the option to add a NEW TAX CODE. If you
do not define a TAX CATEGORY, the system will allow you to add TAX
CODES but they will not calulate. What we found is that this
calculates tax on every line of the invoice that is not marked as
exempt. Often, we have some lines that are taxable and some that
are exempt on the same invoice. If you have lines that are exempt,
you must enter a TAX EXEMPT code. This is a text-in indicator not
to have that particular line included in the tax calulation. I
would have thought that the TAX CATEGORY, which is a pre-defined
code that apparently does nothing, would have determined exempt
status.
Basically what you end up with is you must go into EVERY tax exempt
line and identify it so. I have requested that an enhancement be
made so that certain parts and/or certain suppliers can be
established ahead of time as always being exempt. This will keep
the AP clerk from having to visit EVERY line for this reason and
determining exempt status onthe fly.
The other problem I had was that if you have a MISC HEADER CHARGE
like fuel surcharge or delivery charge, IT WILL BE TAXED. There is
no option to make the HEADER CHARGES exempt. What this means is, if
the vendor did not charge you for tax on the header charges, you
have to have the vendor issue you a different invoice.
In the end, we just created a MiSC HEADER CHARGE for TAX and trust
that the vendor's numbers are correct. Also, if we have a misc
header charge - IT WILL BE TAXED. This is apparently not
functioning correctly - perhaps Uncle Sam provided this feature.
My question is - Is anyone out there using the tax tab of AP Entry
and getting different results?
in AP entry. We figured out that we first had to create a TAX
REGION for some reason so that our TAX CODES that define which
specific tax rates apply to an invoice can be pulled in. On the
Header>Tax tab, you have the option to add a NEW TAX CODE. If you
do not define a TAX CATEGORY, the system will allow you to add TAX
CODES but they will not calulate. What we found is that this
calculates tax on every line of the invoice that is not marked as
exempt. Often, we have some lines that are taxable and some that
are exempt on the same invoice. If you have lines that are exempt,
you must enter a TAX EXEMPT code. This is a text-in indicator not
to have that particular line included in the tax calulation. I
would have thought that the TAX CATEGORY, which is a pre-defined
code that apparently does nothing, would have determined exempt
status.
Basically what you end up with is you must go into EVERY tax exempt
line and identify it so. I have requested that an enhancement be
made so that certain parts and/or certain suppliers can be
established ahead of time as always being exempt. This will keep
the AP clerk from having to visit EVERY line for this reason and
determining exempt status onthe fly.
The other problem I had was that if you have a MISC HEADER CHARGE
like fuel surcharge or delivery charge, IT WILL BE TAXED. There is
no option to make the HEADER CHARGES exempt. What this means is, if
the vendor did not charge you for tax on the header charges, you
have to have the vendor issue you a different invoice.
In the end, we just created a MiSC HEADER CHARGE for TAX and trust
that the vendor's numbers are correct. Also, if we have a misc
header charge - IT WILL BE TAXED. This is apparently not
functioning correctly - perhaps Uncle Sam provided this feature.
My question is - Is anyone out there using the tax tab of AP Entry
and getting different results?