x Want to participate? Join the group to interact
  • State Verified Answer
  • Replies 6 replies
  • Subscribers 240 subscribers
  • Views 648 views
  • Users 0 members are here
Browse Forums
Sage 100 Contractor Announcements
119
topics
57
replies
Sage 100 Contractor General Discussion
1k
topics
4k
replies
Sage 300 CRE Announcements
168
topics
526
replies
Sage 300 CRE General Discussion
3k
topics
9k
replies
Sage Construction Management Announcements
4
topics
0
replies
Sage Construction Management General Discussion
17
topics
25
replies
Sage Estimating Announcements
39
topics
3
replies
Sage Estimating General Discussion
189
topics
448
replies
Chuck B

Is there an easy way to confirm tax version?

SOLVED
Posted By

Is there no simple way to confirm which tax update version you are on? I thought it would be as easy as opening PR, going to Help > About and seeing it right there. According to an old Sage knowledgebase article I found. Their suggestion is to check the effective date on the taxes in PR. That's fine when you've only done a single update for the year, but all these sub-updates share an effective date so that doesn't tell me if I'm current. Instead, I have to compare the tax changes from the release notes with formulas in PR to see if they match up.

It seems like there has to be a simpler way to handle this. I'm not saying it's unbearable or something we do often, it just seems silly that this is the answer. Am I missing something?

Parents
  • 0

    Chuck -

    Look at the effective date prior to doing the update for a tax that is updating in the tax release you are downloading.  This can be found in PR > Taxes > Tax Rates.  Then pick the tax such as COSWH and note the effective date.  Run the update and then go back to that screen.  It should have updated the Effective Date if applied correctly.

    Cheers,

    John McLagan
    Independent Senior Consultant
    Johnny on the Spot

Reply
  • 0

    Chuck -

    Look at the effective date prior to doing the update for a tax that is updating in the tax release you are downloading.  This can be found in PR > Taxes > Tax Rates.  Then pick the tax such as COSWH and note the effective date.  Run the update and then go back to that screen.  It should have updated the Effective Date if applied correctly.

    Cheers,

    John McLagan
    Independent Senior Consultant
    Johnny on the Spot

Children
  • 0 in reply to John McLagan

    I do appreciate you trying to help, but I feel that you didn't read my original post or might have missed my point. Your answer seems more geared toward "how can I confirm that a tax update applied correctly" rather than "how can I easily tell which tax version I'm on".

    In my original post, I mentioned the method you are suggesting. Effective date isn't a good option when all the minor tax updates (like the 2-3 released so far this year) share the same effective dates. At best, this tells me that I'm on 2023.X. The X is important to know.

    I'll ask this a different way. Is there anywhere in Sage CRE300 (or even a log file somewhere) where it will tell me something like "You are on Tax Update Version: 2023.03"?

    It seems like the official answer is:

    Create a Sage City or Sage Knowledgebase account
    Search for the latest tax update release notes
    Find something in that document that has changed with the latest update
    Go into PR > Setup > Taxes > Tax Rates
    Compare formulas with the thing you found in the document (since effective dates are the same for the sub-updates)
    Feel reasonably confident that everything is as it should be

    I guess what I was hoping is that there was some option I was missing that would be more like:

    Go into PR > Help > About Payroll
    Your tax version is listed here

*Community Hub is the new name for Sage City