Customer Tax codes set up

Hello. I need help. my drop down in my taxes tab in the receivables ledger is showing up as no tax but I have already set up my tax codes in the settings to appear in all journals. I have also done some of the things that I have searched in the blogs here.I need the drop down to show my G and GP codes. I have been stuck on it for more than 3 days now please help! Thanks in advance

  • 0

    Under Setup, Settings, Company, Sales Taxes, Tax codes, you should see a list of codes.  That list should be showing up in the Receivables ledgers if the Use In column indicates All Journals or Sales.  Could this be the problem?  If not, can you show us a screen shot of this Tax Codes screen?

  • 0 in reply to Richard S. Ridings

    HI there. this is the screen shot that you were asking for. I even tried to assign tax codes but with no luck. I've already started the whole thing from scratch the third time now but with same results I'm not sure where I went wrong.

  • 0

    Hi Seyah:  I only see screen shots for "Tax Codes".  Did you go to "Settings", "Sales Taxes" and "Taxes" and add your tax in the table there as well?  You'll need to know the G/L Account numbers to track the tax in for both purchases and sales.  Once that's been done...go to Tax Codes, choose your Code by clicking on a blank line under the "Code" column and click the search button...a "Tax Code Details" window should open.  Using the search button in the "Tax" column, choose your tax and fill out the necessary information, and say "ok".  See if that helps.

  • 0 in reply to seyrah

    seyrah

    I tried a few options in a sample file here but I cannot get the same results you are seeing.  I have no idea why the list is not showing up.  I have been assuming you can select the tax code on the Sales data entry screen and it calculates correctly, however even if they are not, you should still see the list.

    I am afraid I cannot help further without seeing the actual database.

  • 0 in reply to Brenda - The Office

    Brenda,

    Unfortunately, this is likely not the answer.  I added a tax code T without specifying any taxes or other calculation and it showed in the Customer Ledger.

    I even created a brand new file with no chart of accounts, then added a Sales Tax code without setting up the Taxes dialog or adding any calculation behind the tax code.  It will still show the tax code in the Customer Ledger without even entering a customer name.

  • 0

    Hi Seyrah

    It is possible the tax codes have been set to only show in the Purchase Journal instead of the default All Journals, or Sales Journal. See the screen shots below:

    This next screen shot from the customer record shows in the drop down list how The G0 and the T codes do NOT show in the drop down list because both of the codes have been set to Use in the Purchases only.

    I hope this solves your problem.

    Jo Anne [email protected]