A/R Sales Tax RPT NonTable Sales vs Tax Exempt

Question

Does any one know how Sage handles sales tax.. we run the A/R Sales Tax report and we dont know why some of the invoices show up in the Nontaxable bucket and other in Exempt.. the example we noticed was both customers had an entry in Exempt field in there customer record.. only we did wondering about how does Sage allow alpha exempt data when it should be numeric.

Erzsi_I · Answer

Hi @Bob@TED, Thanks for reaching out. If you're finding that Sales tax is not calculated correctly in Sales Order or Acounts Receivable, please see this article (I copy / pasted the steps below): 
 Cause 
 Sales tax is not calculated or is miscalculated when the following occurs: 
 
 Sales Tax Class is not selected in Sales Tax Code Maintenance for sales 
 Sales Tax Rate is not correct in Sales Tax Code Maintenance 
 Sales Tax Schedule does not contain the correct Sales Tax Codes 
 
 Resolution 
 
 Open Library Master, Setup, Sales Tax Schedule Maintenance 
 
 Select, Sales Tax Schedule assigned to Customer 
 Verify the correct Sales Tax Code s are selected 
 Leave window open

Open Library Master, Setup, Sales Tax Code Maintenanc e
 
 Select, Sales Tax Code (s) from Sales Tax Schedule above 
 Verify, Sales Tax Rate percentage , change if not correct 
 Check, Sales box to use in Sales Order and Accounts Receivable 
 Click, Accept 
 Repeat for all Sales Tax Codes assigned to the Sales Tax Schedule

There's also this r elated resource: 
 
 How to Set Up Sales Tax Classes, Tax Codes, and Tax Schedules

Sage 100

A/R Sales Tax RPT NonTable Sales vs Tax Exempt

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