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  • Taxable / Exempt Sales

    Hello, We've implemented a new City tax (on top of county), is there a way to run a GL report that would only includes invoices that include tax from a specific Sales Tax Agency Name. I was hoping I could double click on the agency name on the Taxable…

  • Takeoff template is adding sales tax district to some line items. Where is it coming from?

    Its only a template not a job, so not from job. Not from parts.

  • Editing Sales Tax Rates

    Hello, We have a new sales tax and have two questions- -We can't seem to edit the actual Sales Tax ID (the first field) when in the Sales Tax Wizard? Where do we find that? -Is there any way to delete old sales tax records? When we try to delete…

  • Multiple Sales Tax Rates for a single invoice

    Hello, Our city launched an additional tax where some of our items are now taxed at 7.9% while other items on the same invoice are taxed at 8.4% as they include a .5% food and beverage tax. I can't for the life of me figure out how to build this so…

  • Sales Tax Exemption Expiration Logic

    Hello all. I'm new here, so I'm stumbling my way through some of this...it has been enlightening to say the least! Here in Oklahoma, agricultural sales tax exemptions expire periodically. For audit purposes, we must maintain records of our customers…

  • sales tax rate report for only active customers

    I need to export to excel all my active customers and have their sales tax rates exported as well. Some have multiple taxing agencies. Thank you Kirk

  • Problem with "Taxable/Exempt Sales" reporting with Detail

    The Report, in the non-summary mode list subtotal lines that are not necessarily detailed as Subtotals. Without indication that these amounts are Subtotals by Taxable Type, there will be confusion to the amounts displayed. In essence the granularity…

  • Defined Field in "Customer Transaction History", Amount? Missing Freight Field.

    It is unclear what this "Amount" truly represents. The label is incomplete. Users are unable to reconcile the Totals of the Invoice, Sales Tax and Non-Commission Totals. Also, while the "Sales Tax Amount" can be added to the report, the similar Freight…

  • Different Sales Tax Payable Accounts for Different Tax Bodies

    Hi, Is it possible to have multiple sales tax payable accounts? this would make it easier to figure out my payments each month to different tax bodies.

  • How to separate the type of Sales Taxes paid by exempt customers.

    Oklahoma wants to know the totals of tax paid or exempt. Is there a way to split this up in Sage so that our Church, School, Governments are under one tax exempt category, then sales to qualified Veterans, nontaxable services, or other qualifying exempt…

  • Alert: TLS 1.0 / 1.1 support for Sage Sales Tax ending February 16, 2023

    As previously communicated by Avalara, to provide customers with the highest levels of security, Avalara will no longer support TLS 1.0 and 1.1 after February 16, 2023. Learn more here . If Sage Sales Tax stops working after February 16, 2023, please…

  • Alert: TLS 1.0 / 1.1 support for Sage Sales Tax ending February 16, 2023

    As previously communicated by Avalara, to provide customers with the highest levels of security, Avalara will no longer support TLS 1.0 and 1.1 after February 16, 2023. Learn more here . If Sage Sales Tax stops working after February 16, 2023, please…

  • Has a patch come out to fix the Sales Tax in AR

    We discovered a flaw with state sales tax not calculating properly and I was in contact with SAGE support about an issue. The issue was with sales tax not computing correctly when entering freight on a repetitive invoice. I was told it is a flaw in the…

  • sales tax issue - Double counting items as two different classes

    2020 year's sales tax was easy. I just ran the tax tracking report for the relevant fiscal periods and sort by tax class, which for us is 1 for taxable items and 2 for non-taxable. But this year, the same report for both this year and last double counts…

  • What happens when you change sales tax rates, a summary.

    Sage sales tax best practices include putting a bunch of sales tax rates under a single ID and making changes to the rates as needed. You may be wondering what happens to prior transactions when you update those rates: Updating the rate does nothing…

  • Sales Tax

    Is there a way to have a report that shows the sales tax on accounts receivable? Our state allows us to take exemption on sales tax payables that are not collected. At the end of each month we are creating a spreadsheet of accounts receivable and then…

  • Reverse tax on a sales order invoice

    We created an invoice through sales order and charged tax. The customer just sent us a payment along with a sales exemption form. Now I need to reverse the sales tax on the invoice. How do I do this?

  • Sales tax expense

    Currently, Sage is booking sales tax on invoices as follows: Debit A/R $107.25 Credit Income $100.00 Sales Tax Payable $7.25 When payment is received, checking is debited and A/R is credited for $107.25. Is there a way to report the full …

  • Include Sales Tax Code in reports and lists

    The sales tax code, which is entered in an order, invoice, or quote near the bottom of the entry window, is not available on the invoice register, sales journal, or sales order reports. Nor is it available as a column in the invoice or orders lists. This…

  • Why does the sales tax percent only show on the first change order but not the additional change orders run at the same time?

    When running all the change orders for a job, the first one shows the 8.25% rate but the second, third, etc., show 0%. If the change orders are run individually, the rate shows correctly on each one.

  • Code invoices to show up in report as non taxed items

    Hopefully this will make sense: Our company is trying to figure out how to code, or whatever, our Supplier BP invoices to show that we were not taxed and should have been so we can run a report to decided what we owe for sales tax. OR if we can somehow…

  • Online Support Case has not been addressed

    Good Afternoon, We currently have two open support cases in New status (both revolving around AR> Sales Tax), how long is support's turn around time? One of the cases is a recurrence from a case created 10 days ago. Case Number: 8008312166

  • AR Sales Tax Report duplicating invoices and credit memos

    Good Afternoon, Has anyone reported issues with the AR Sales Tax report duplicating invoices and credit memos? I know that they are duplicates because the invoice and credit memos are the same numbers.We are running V2019 SP2. Any help is appreciated…

  • How do I run a Sales Tax Liability report in Sage 50?

    I need to run a Sales Tax Liability report for a client so that I can prepare monthly/quarterly/annual sales tax returns (for multiple states) and remit the proper payments to the various states. I am relatively new to Sage 50, and have not had to run…

  • Importing Invoices (.imp) does not contain compatible tax information

    I am getting above error that is Importing Invoices (.imp) does not contain compatible tax information

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