IIF transaction Imports - Amounts Include Tax Flag

[Deleted User]
[Deleted User] Posts: 10 Novice Member Novice Member
edited October 2024 in Accounts Hosted
Hi,
I'm looking at creating IIF files to import transactions to Recon Accounts. I can't find any information how to set the "Amounts Include Tax" flag in IIF (see the picture).
I am just an IT person with no understanding  Reckon or accounting. I was asked to find a way to automatically import transactions to Recon accounts to avoid manual work.
I know all column headings that I need to define in IIF except for the one that allows me  to set the "Amounts Include Tax" flag.

Does anyone know anything about it? Any help would be appreciated.
Masha

image

Comments

  • Zappy
    Zappy Accredited Partner Posts: 5,258 Accredited Partner Accredited Partner
    edited August 2019
    Yes. Yes I do. Send me an email kevin@zappy.com.au
  • [Deleted User]
    [Deleted User] Posts: 10 Novice Member Novice Member
    edited May 2018
    Thank you very much Kevin!
    Have you received my email? ?
  • Zappy
    Zappy Accredited Partner Posts: 5,258 Accredited Partner Accredited Partner
    edited May 2018
    Just sent that through
  • [Deleted User]
    [Deleted User] Posts: 10 Novice Member Novice Member
    edited May 2018
    Kevin, thank you so much for your help!!!  You are great!

    I am sorry to bother you again, but do you know which particular column headings in IIF file are responsible for "Amounts Include Tax" flag?
    May be this is a silly question because of my lack of knowledge in accounting.

    This is my IIF file:
    image

    When I import IIF file I receive:
    image

    but I want to have this: 
    image

    Thank very much again
    Masha


  • paul_9661917
    paul_9661917 Member Posts: 6 Novice Member Novice Member
    edited May 2018
    If you set the Amount in the TRNS line to be inclusive of tax and then the AMOUNT in the SPL line to be exclusive of tax then add the tax amount in the TAXAMOUNT column of the SPL line, at least the amounts will balance correctly, so ticking and unticking "amounts include tax" will not try and re-balance things.
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