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

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Tanya Jaro
Tanya Jaro Member Posts: 6 ✭
edited September 2019 in Reckon Accounts (Desktop)

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  • Acctd4
    Acctd4 Accredited Partner Posts: 3,405 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert
    edited September 2019
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    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 - specialising EXCLUSIVELY in Reckon Accounts / Hosted ! ***

    * Regd BAS Agent (No: 92314 015)* ICB-Certified Bookkeeper* Snr Seasonal Tax Consultant since 2003 *

    Accounted 4 Bookkeeping Services

    Ballajura, WA

    shaz@accounted4.com.au

    https://accounted4.com.au

    (NB: Please give my post a Like or mark as Accepted Answer if I have been able to resolve your query as this helps others when seeking solutions!)
  • Tanya Jaro
    Tanya Jaro Member Posts: 6 ✭
    edited August 2018
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    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.



  • Acctd4
    Acctd4 Accredited Partner Posts: 3,405 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert
    edited September 2019
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    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 - specialising EXCLUSIVELY in Reckon Accounts / Hosted ! ***

    * Regd BAS Agent (No: 92314 015)* ICB-Certified Bookkeeper* Snr Seasonal Tax Consultant since 2003 *

    Accounted 4 Bookkeeping Services

    Ballajura, WA

    shaz@accounted4.com.au

    https://accounted4.com.au

    (NB: Please give my post a Like or mark as Accepted Answer if I have been able to resolve your query as this helps others when seeking solutions!)

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