Issues with transferring tax codes to new company file - Tax codes not showing in invoices

We are creating a new company file due to change of company name. All suppliers and customer data etc has been transferred over. We are currently creating memorised transactions ready for the new file to start in the new financial year, however when selecting a tax code (GST) within the invoice none appear and has 'add new' in the drop down box. The tax codes were included in the transport over. We have tried re-transferring the file and this does not change. We had the idea to create a new code 'GST.' as a way to then delete 'GST' and change 'GST.' back to 'GST'.

We have deleted 'GST' from all customer and item lists, to enable us to delete this code, however repeatedly get the attached message. We have searched everywhere and can't find the "GST' code being used anywhere.

Does anyone have any solutions (had this issue before and able to work it out), or suggestions that we may not have thought about?

Thanks.

Accepted answers

Kris_Williams

I don’t know if it would help but have you done a backup and verify data. And also a rebuild of data?

All comments

klaura

Hi @Ngrech,

We have KB that might help here.

Error: The taxable setting in tax code NCG (or GST) has been changed. This can not be imported. - Reckon Help and Support Centre

Let me know how you get on.

Best regards,

Karren

Acctd4

Welcome to the community @Ngrech !

You shouldn't need to transfer the standard tax codes as these are already created in a new file by default so it sounds like the system might be struggling with the duplication ? I would activate the existing, default ones & delete the duplicate ones that transferred.

You may have GST selected in Preferences (under Edit dropdown menu) > Tax:

You might also have added default tax codes to your Customers/Suppliers in the previous file:

… which would have transferred across with these Lists.

Ngrech

Thanks Karren - we have read the KB and tried the suggestions noted and that didn't work.

Thanks Shaz - there is no duplication of tax codes or lists when we complete the transfer. Our Preferences tab is as above, with no default tax code listed, nor is it noted under any customer in the additional information tab. We are at a loss.

See below when entering a new invoice - the tax drop down box is blank. All that is showing is the new 'GST.' that we entered.

Kris_Williams

FYI This is what my Tax code dropdown looks like

Kris_Williams

And this is what my tax code list looks like

Ngrech

Yes, that is what our tax code list looks like also, however the above is what it looks like when we are entering invoices. When I do 'add new', we get an error message that the tax code already exists.

Kris_Williams

You could try adding a new one but make it GST2

Then make the old one inactive

Ngrech

We have also been trying that with the GST., however even making it inactive, when I go to 'add new' tells me the code is already being used. Hence why we are stumped.

Kris_Williams

does the same thing happen with other codes, like NCG on a cheque?

Ngrech

Unfortunately it does.

Kris_Williams

I don’t know if it would help but have you done a backup and verify data. And also a rebuild of data?

Acctd4

@Ngrech
It sounds like your Tax Items are not configured correctly - Have you checked that they have been specifically allocated to sales/purchases accordingly there ?

Ngrech

We'll give that a go. Thanks.

Datarec

Hi @Ngrech

It is possible that when you create the blank new data file, it did not fully go through the initialisation process that would have created the default Tax Payable and Tax Items and Tax Codes.

If you view your Tax Item List you would normally see the tax related items.

Your Tax Code List would also show the default tax codes.

The lists shown above would be what a totally brand new data file would have present by default.

If the one you created did not look like that initially, then something had gone wrong.

You may need to create a brand-new blank data file.