TAX CODE not pick up after iif file import in General journal enteries

Hello morning @CKETG,

I had to test this for myself as there is not a requirement for our company to use the tax coding for our monthly journals, but this template below seems to be pushing the journal with GST. Not sure if this helps, but tweaking your file multiple times and uploading the file into a test file normally does the trick for us.

Excel which will be converted to IIF file as below:

Uploaded journal with GST on the COGS line (note that in this example below, the balance sheet item seemed to be not picking up the code):

Not a perfect fix but hopefully it could help you, good luck.

Regards,

Nita

Morning @CKETG,

Not sure if you have abandoned this IIF idea but if you insist on having the NCG's appear, you can prepare it in one IIF file but will upload into 3 journals, e.g. template below:

Excel/ IIF file

Journal #1

Journal #2

Journal #3

Otherwise (if entering transactions that appear in your bank account is what you are trying to do here, perhaps not), I strongly advise not to use IIF file and use the general Reckon tax invoice (then receive payments) for your income and Reckon general BILL (then pay bills) for your outgoings. Anything else can be done via cheques, liability cheques, paycheques (and with some occasional journals). I would try to avoid using IIF files to do daily tasks like this because you end up spending too much time personalising the file each time, not to mention potentially could be breaking the file altogether.

The IIF file upload is used only when dealing with 50+ lines that you cannot otherwise afford to enter manually in the Reckon. E.g. if you have to split your payroll tax expense by employees (500 people), or you have to reclassify your cost of sale and split those into the future - say for the next 36 months, of if you just have 200 lines of services that you will need to split in your supplier invoice.

Hope this helps.

Regards,

Nita