DATA RECOVERY: How to resolve the error message 'Tax Item has an invalid type" when editing an Item, Customer or Supplier record

  • 1
  • Article
  • Updated 1 month ago
When you are editing an Item record, Customer record or Supplier record and you encounter the error message "'Tax Item has an invalid type" 

Troubleshooting:

If you are editing an Item record.

- Are you able to remove the tax code that is currently set?

- If you cannot edit or change the tax code, see the solution below.


If you are editing a Customer or Supplier record, go to the Additional Info tab.

In the Tax Information section:

- Check to see what tax code (if any) is set for that customer/supplier record

- Are you able to remove the tax code that is currently set?

- If you cannot edit or change the tax code, see the solution below.


Now check the setup of the tax code that is assigned to that item, customer, supplier record.

Click on the Lists menu then select Tax Code List

Select the affected tax code
Click on the Tax Code button
Select Edit Tax Code


In the Taxable Information section
- what is set as the Purchase Tax Item
- what is set as the Sales Tax Item 


Now check the setup of the tax items that are assigned to that tax code.

Click on the Lists menu then select Tax Item List

For each of the tax items that are set for that tax code, what is in the Type column?

Select the affected tax item
Click on the Item button
Select Edit Item

Confirm that each tax item is set-up correctly.

Consider opening up the sample company or creating a new test company file to see what the default settings are for tax items and tax codes.


Solution:

If your tax codes and tax items are set up correctly, the 'merge' process will usually work to resolve the issue.


1) Make a note of the current name and details of the affected record

- Using the example of a customer record called "My Customer"


2) Edit the record and change its name by adding the word "(Damaged)" to the end of the name

- So now the customer record called is called "My Customer (Damaged)"

3) Create a new Item, Customer or Supplier record (depending on what is affected)

- give this new record the same name as the original record

- Example: Create a new record and call it "My Customer"

4) NOw go back to the original record and change its name back, removing the suffix ""(Damaged)" from the end of the name

- So now the old customer record called is called "My Customer"
- When you save the change, you will be notified that an existing record exists
- Click OK to merge, the old record into the new record

5) Edit the new record and confirm it now allows you to edit and set the Tax Code


If the problem persists after trying the process above, contact the Technical Support Team for additional troubleshooting assistance.



Regards,

Data Recovery Team
Photo of Data Rec

Data Rec, Employee

  • 7,826 Points 5k badge 2x thumb

Posted 1 month ago

  • 1

Be the first to post a reply!