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

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  • Updated 2 weeks ago
  • (Edited)
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Tanya Jaro

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Posted 3 weeks ago

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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. 
(Edited)
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Tanya Jaro

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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.



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