Bill and Sales Receipt

Barbara Allen-Guthrie

I have just noticed the name in this bill for last tax year, but it has nothing to do with the company name listed, and I cannot figure out how it got here and what it is connected to so I can change it. I created a bill to be paid on the Home page via "Enter Bills", then when paid I entered via "Pay Bills" so how did Pricewaterhouse get into it? As you can see PWC was not mentioned in the bill

Datarec

Hi @Barbara Allen-Guthrie

Can you check your PREFERENCES for that data file.

Check what is the name of the Tax Agency you have set and confirm it is set to "Australian Taxation Office".

Also check the NCG tax item from the Tax Item List and confirm that the Tax Agency is set to "Australian Taxation Office" and not "Pricewaterhouse"

Barbara Allen-Guthrie

https://community.reckon.com/discussion/comment/20647762#Comment_20647762

Thank you Datarec, you are spot on it was Pricewater House in both instances. I can only create a new Tax Item for each, it won't allow me to use the Australian Taxation Office one for some reason and then I see this.

Barbara Allen-Guthrie

One query do you have the Australian Taxation Office as a Supplier or ??

Acctd4

Hi @Barbara Allen-Guthrie

Yes, the tax agency is a Supplier.

That obscure name you can see is due to the accountant (incorrectly!) changing the default Australian Taxation Office Tax Agency Supplier name to their own ! 🙄 Some accountants - unfamiliar with RA/RAH - did this because they thought it related to the client's "tax agent" 🙄

Unfortunately it cannot be changed so you're stuck with every entry relating to GST being under their name instead, in your system 😒

Barbara Allen-Guthrie

Shaz yes PWC would have done t his years ago, I wonder if I can change their name int he Edit Supplier to Australian Tax Office Agency, would that work?

Acctd4

No, unfortunately, the Tax Agency is unable to be edited/changed 😩😖

Datarec

Go to the Supplier List.

Rename that "Pricewaterhouse" to "Australian Taxation Office"

If there already exists another Supplier with name like "Australian Tax Office" or "Australian Taxation Office", have a look at what transactions if any are referencing those names.

Barbara Allen-Guthrie

https://community.reckon.com/discussion/comment/20647777#Comment_20647777

Thanks it looks like nothing but could not delete it, so created Australian Tax Office Agency and that works for all

Acctd4

@Datarec_ReckonLtd The system didn't allow the Tax Agency name to be changed when I tried years ago on a client file that had the same scenario, unless that's changed ?

Acctd4

@Barbara Allen-Guthrie

Are you able to add it here though ?:

Barbara Allen-Guthrie

Shaz I have been able to add the new one I created as follows, so I am happy so far this will work.

Datarec

If you created a new supplier called "Australian Taxation Office Agency", then you would need to create new tax items to reference that tax agency supplier name and also create new tax codes to reference the new tax items.

Alternatively, since all of the existing tax items would be referencing that "Pricewaterhouse", consider going to the Supplier List, editing the name of the Supplier from "Pricewaterhouse" to "Australian Taxation Office".

Barbara Allen-Guthrie

Thank you pretty sure that is what I have done, but will check