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102 Points
Posted 11 months ago
John G, Information Support Analyst
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27,390 Points
Tax Tracking is switched on when you create a bank account and select the option to track tax (GST). Once used it cannot be changed, unless all the transactions are deleted and the bank accounts tracking tax deleted.
If your bank account tracks tax and you use an account that has a tax code assigned, the Split window will not open. The transaction will enter via the bank register once you click Enter.
If the account you choose does not have a tax code assigned, then the Split window will open, allowing you to assign the appropriate tax code.
If your bank account is not ticked to track tax the Split window will not open. If that account has a tax code assigned, it will be ignored.
Hope this explains the working of Tax Tracking.
regards,
John
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102 Points
Yes you are telling me I'm stuck with it because I made a silly mistake months ago by enabling this feature. Is it feasible to delete say 20,000 transactions? That is the rough number over the last 20 yrs. Could they be put in a buffer while tax tracking is disabled. I don't think the program allows this & would take forever.
If I upgrade my version of QHB, will the tax tracking setting carry over?
Robyn Kelly, Accredited Partner
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4,126 Points
Rich, I have a suggestion you could try but I haven't fully tested and you need to be cautious.
1. **IMPORTANT** Backup your data file first
2. Create another bank account and NOT enable that for tax tracking.
3. Highlight all transactions in the original bank account (click on first transaction, shift & page down to the bottom). Maybe start with one transaction to test first!
4. Right click on the transaction(s)
5. Cut transaction(s) - or if you are too nervous "Copy" first
6. In the new bank account right click & Paste transaction(s)
7. If this works and in step 5 you copied - go back and delete the trasnactions that you copied
Good luck
Robyn
Robyn Kelly, Accredited Partner
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4,126 Points
Robyn Kelly, Accredited Partner
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4,126 Points
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102 Points
Rav, Community Manager
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67,630 Points
You've registered for the Community by using the Facebook option hence why your Facebook profile picture is being displayed. Get Satisfaction is the forum platform that the Reckon Community utilises.
You can remove this by revoking Get Satisfaction access under your Facebook settings, I've added a short how-to HERE on how to do that.
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102 Points
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