no GST amount on Invoice

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  • Updated 2 months ago
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I've created a new Invoice, Customer and Item, in our new company set up, I've set it up correctly with GST on customer's set-up, but when I do the invoice & estimate - no GST is being worked out?
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Sonya Herbert

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Posted 4 months ago

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Kevin Russell, Accredited Partner

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Have you set up the tax preferences in the company file? Have you entered the tax code to the data entry screen?
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Sonya Herbert

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Yes that is both correct. Even when I tick including gst on invoice, it doesn't work out tax amount into invoice
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Sonya Herbert

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Also it's not tracking tax anywhere, we tried a supplier invoice and it's not calculating tax, checked reports on tax but nothing being tracked.
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Sonya Herbert

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HELP PLEASE
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John G, Information Support Analyst

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Hello Sonya,

Please check your company file configuration against these settings....



















Hope this helps,

regards,
John
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Sonya Herbert

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We didn't have GST set up in the Tax Item List - everything else was correct - where does this come into things?


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Sonya Herbert

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Still not calculating GST

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Sonya Herbert

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To Clarify Tax Code Item of GST - it won't allow me to tick the box "GST" for Sales Tax Item - it is saying "This Tax Code has been used, you cannot change it unless you change all transactions, items, accounts, customers and suppliers associated with it"
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John G, Information Support Analyst

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Thanks Sonya,

It sounds like your GST Tax Item is linked to another Tax Code.  Check each tax code you have for GST collection and see which Tax Items they are linked to. 

Are you able to use the existing Tax Code linked to Tax Item GST for your Sales?

If not, create a new Tax Code and link it to the GST Tax Item. 


regards,
John
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Sonya Herbert

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We didn't have any Tax Items linked to any Tax Codes in our system.  We set up new Tax Items in system, however it is not allowing us to make these changes saying "This Tax Code has been used, you cannot change it unless you change all transactions, items, accounts, customers and suppliers associated with it".  Now we have deleted tax invoice (we only had one completed), Deleted customer & supplier (only entered 1 of each), Checked in Reports of our Profit & Loss and there are no transactions whatsoever, so not sure why it's not letting us save the changes for GST TAX CODE?


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Shisir, Employee

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Hi Sonya,

Did you send an email to community@reckon.com as specified above, as we have not been able to locate it yet?

If not can you please advise where did you send it to?

Regards

Shisir
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Sonya Herbert

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Yes I sent to that email address on 28/3/18
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Sonya Herbert

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I've re-sent again!!! we can't log in at all to the Admin account with Quickbooks as it's frozen still on this error.
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Sonya Herbert

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call me on 07-41282775
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Shisir, Employee

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Thanks Sonya,

We have received your email this time. We will contact you soon.

Regards

Shisir