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.
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I don’t know if it would help but have you done a backup and verify data. And also a rebuild of data?
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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.
Shaz Hughes Dip(Fin) ACQ NSW, MICB
*** Reckon Accredited Partner (AP) Bookkeeper - specialising EXCLUSIVELY in Reckon Accounts / Hosted ! *** Bookkeeping & 1-on-1 customised software Training/Troubleshooting ***
* Regd BAS Agent (No: 92314 015)* ICB-Certified Bookkeeper* Snr Seasonal Tax Consultant since 2003 *
Accounted 4 Bookkeeping Services
Ballajura, WA
(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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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.
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FYI This is what my Tax code dropdown looks like
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And this is what my tax code list looks like
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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.
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You could try adding a new one but make it GST2
Then make the old one inactive
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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.
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does the same thing happen with other codes, like NCG on a cheque?
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Unfortunately it does.
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@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 ?Shaz Hughes Dip(Fin) ACQ NSW, MICB
*** Reckon Accredited Partner (AP) Bookkeeper - specialising EXCLUSIVELY in Reckon Accounts / Hosted ! *** Bookkeeping & 1-on-1 customised software Training/Troubleshooting ***
* Regd BAS Agent (No: 92314 015)* ICB-Certified Bookkeeper* Snr Seasonal Tax Consultant since 2003 *
Accounted 4 Bookkeeping Services
Ballajura, WA
(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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We'll give that a go. Thanks.
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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.
Regards,
Reckon Data Recovery Team
How to ask good questions on the Reckon Community
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Reckon Staff 
