In the vendor settings, you can select a default tax code, and you can set up exemptions to any tax codes.  

If you've set a vendor as exempt for a tax code, you will not be able to add the tax for any invoice for that vendor.

Sustainability,

To do anything with a Sales Invoice per the subject of your thread, you should be working with the customers, not the vendors.

Not having a default tax code set up for customer will not stop you from adding a tax code to your invoice and have it calculate.

RandyW said:

If you've set a vendor as exempt for a tax code,...

I think Randy meant "If you've set a vendor (customer) as exempt for a tax,..." not tax code.

I am new to forums so am not sure if I am posting correctly. I have a related question but don't see the solution in the responses.

My question:

I have been using Sage 50 for a year...prior to that it was Simply and before that...Bedford...


I cannot get my GST added to work in my vendor invoices.


I have chosen a tax code of 'G' and a rate of 5% (Alberta vendors only). In Simply...when I chose this (instead of GST included)...the GST box below the subtotal would populate with the 5%.


This is what I want Sage to do as well, but I cannot figure out how to get this box to work?

What am I doing wrong?

I have spent time searching the web as I find so many solutions to so many issues there but nothing helpful on this issue.

Thank-you.

Copper this thread is about Customer sales invoices, not Vendor purchase invoices, so it would be best to start your own thread. However, if you look at the OP of this thread, you should see all the specs for setting up a code and will probably find your answer. I am surprised a file that has been around since Bedford, and am assuming was working properly, all of a sudden stopped working properly.

If you don't get your answer above, please post a new thread to show images of your current setup of taxes and tax codes. A new thread will make sure others will pay attention to it as well. Some people ignore replies to old threads because they were not involved in them. Make sure you check the exemptions on the vendors and item codes as well to make sure they are not affecting the calculations.

Hi, I had this problem as well and used all the trouble shooting methods listed below but still could not figure out why GST would not populate all the time. One of my sales staff figured it out.

Staff always had a customer invoice open so that if a call in wanted a price on product, they could just enter the code in line item and the sales price and availability would come up. Then, when a customer came in-store, they would just delete all of the invoice lines from that open revenues screen and use that invoice for the walk in.

Once we set up procedure where you had to close out the dummy invoices and reopen the revenues screen for a new sale, the GST problem stopped.

You also must enter all of the information in the header of the invoice before you move to the items in the body of the invoice (customer name, date, sales person, location, etc). So for example, the customer puts a can of pop on the counter and you type in pop in the item line...the GST might not populate for this. You have to make sure the customer and all mandatory header items are in before you enter pop in the item line.

If you follow these steps (for both vendor and customer invoices) then the GST will behave and you won't be short cash on your sales because you didn't notice the tax didn't calculate after the customer has paid and left the store.

Hope that works....took us a LONG time to figure it out!