How to edit/enter date in tax settings for supplier registered this financial year

Tanya JaroTanya Jaro Member Posts: 6
edited September 2019 in Accounts Business Range

Comments

  • Acctd4Acctd4 Accredited Partner Posts: 891 ✭✭✭
    edited September 2019

    Hi Tanya

    A date/registered for what?  Can you clarify further?

    If you're referring to GST-registration, this isn't something you can date-stamp in the Supplier record.  However, next time you enter a bill/cheque for that Supplier - along with changing that transaction to NCG (from NCF previously) - if you add NCG as the default "Supplier Tax Code" in the box at the bottom of the screen, Reckon will ask if you want to update the record & (provided you have set in your Preferences to auto-recall) should retain that going forward. 

    Shaz Hughes Dip(Fin) ACQ NSW, MICB

    Reckon Accredited Partner (AP) Bookkeeper * Regd BAS Agent (No: 92314 015) *

    ICB-Certified Bookkeeper * Seasonal Tax Consultant since 2003

    Accounted 4 Bookkeeping Services

    Ballajura, WA

    0422 886 003

    [email protected]

    https://www.accounted4bs.com/

  • Tanya JaroTanya Jaro Member Posts: 6
    edited August 2018
    Hi Shaz
    Thank you for your reply. 
    Client was not registered for GST in the last financial year. Now he is as of 1/7/2018.
    Tax codes for GST are enabled in settings this year but I still have to manually change codes to NCG when entering bills.
    Thanks.



  • Acctd4Acctd4 Accredited Partner Posts: 891 ✭✭✭
    edited September 2019

    Hi Tanya

    Add "NCG” as the default tax code to the Supplier's record & make sure you have your Preferences set to "Automatically recall last transaction for this name" on the My Preferences tab - Go to Edit (along top toolbar) Preferences > General

    Shaz Hughes Dip(Fin) ACQ NSW, MICB

    Reckon Accredited Partner (AP) Bookkeeper * Regd BAS Agent (No: 92314 015) *

    ICB-Certified Bookkeeper * Seasonal Tax Consultant since 2003

    Accounted 4 Bookkeeping Services

    Ballajura, WA

    0422 886 003

    [email protected]

    https://www.accounted4bs.com/

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