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  • 3% Environmental Fees

    Hello, I am wondering if there is a way to add a 3% fee to invoices that would automatically be calculated on an amount, similar to HST. I considered setting it up as a sales tax of sorts, however, from what I understand, you cannot have two tax codes…

  • Avalara

    FormerMember
    FormerMember
    Has anyone integrated sales tax automation into Sage Business Works?

  • Problem with calculating Sales Tax on Customer Invoices

    I charge sales tax on certain items that my clients purchase from time to time, and those items are marked as "Taxable". All of my clients are also marked as "Taxable". The majority of items that I sell are service-related items, which are NOT taxable…

  • Sales Tax on partial Contract amount

    Client using Job Cost has tax on only part of the contract amount. Is there ANYWAY to make this easy?

  • Sales Tax Liability-after the fact

    Is there a way to create a sales tax liability after the fact? We have a vendor that we have made progress payments to and still owe some money to. It is an out of state (out of country actually) vendor who did not include state sales tax in their proposal…

  • Default Sales Tax Code

    Most of our customers are taxable in one state. It would be nice to be able to set a default sales tax code in the customer default information screen so that we would not have to remember to fill it in every time. With no default, we run the risk of…

  • Sales Report by Ship To State

    We need to create a sales report by Ship To Address that shows the State we shipped to and dollar amounts shipped, to deal with the the hot mess that is the current sales tax situation. Thanks!

  • Sales Tax Codes and Schedules imported through V/I Visual Integrator show TX items as non-taxable in totals 5.40 2017

    I have a strange problem, but it has been years since I have had to do this so maybe i missed a step or something. I imported the codes to the tax code and tax code detail and tax schedule and tax schedule detail. A line that is TX will register as non…

  • Sales order invoicing posting to wrong GL

    ETA - Sage 100 2017 is system. New controller started about the time the issue has appeared. We have one GL sales tax acct. - 1425-00. Sales Tax for one branch is now being posted into 1425-01, instead of 1425-00, when sales orders are invoiced. Division…

  • Sales Tax Credit memo

    V11 Patch 5 Is there a way to do a Sales Tax only credit memo on an invoice that has been posted. Is there a way to do this so that it is properly reflected on the North American Sales tax report? Backgorund. The client has a mix of taxable and…

  • Is there a way to import Sales Tax Codes from another company?

    Hello all, We had to create a new company file for our business. The accountants pulled a lot of stuff over from the old file to the new one, but claim that there is no way to Export/Import Sales Tax Codes. We have over 180 of them set up in the old…

  • When importingt bank statements with the new sage50 features in v2018, you can create a new transaction for unmatched transaction, then ADD a taxe buttons to calculate automatically taxes according to tax code like in sage one.

    FormerMember
    FormerMember
    When importingt bank statements with the new sage50 features in v2018, you can create a new transaction for unmatched transaction, then ADD a taxe buttons to calculate automatically taxes according to tax code like in sage one. in sage one you can…
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    For a limited time, you get 10% off Sage endorsed solutions like Sales Tax Automation, Business Intelligence and Inventory Management, to name a few. Sage is offering 10% off these solutions from Aug 1 through Sept 30: The discount is available on…

  • How to have USE tax identified on committed cost?

    We have a new out-of-state vendor who is a committed cost on a job. The vendor tells us they do not have nexus in the state of NJ (where we are located). So we will need to pay use tax to the state, and bill our client for the use tax. But, we do not…

  • Sales tax rates by item

    In our state we have different items taxed at different rates. Is there a way to set it up that when an invoice is generated each line item will be taxed at its individual rate?

  • RE: How to fix entries with incorrect tax code settings (set to non-reimbursable but should have been reimbursable)

    Andrew Toole said: One option is to "fix" the tax code, then adjust every entry to properly apply the tax amounts. My hesitation here is that when I adjust these I need to change the tax code and it will re-calc the tax amount. That won't work, because…

  • How to fix entries with incorrect tax code settings (set to non-reimbursable but should have been reimbursable)

    Our sales tax rate changed July 1, so I set up a new tax code for this new rate. I thought I double checked everything and it was working great until now, 3 months later when I ran a report to show the balance of account 2315 GST/HST Paid on Purchases…

  • Entering Sales Tax rates Sage 50 accounting

    California has 1785 cities and each one has it's own tax rate not including district tax rates. Sage50 from what I can tell, is all about manually entering the information. Right now this is not a problem, but soon we will be selling to the public online…

  • RE: How do I create a report that shows the sales tax agency, actual tax charged, invoice # and customer & sales rep ID in one?

    All good suggestions. We do have a report that contains all the information you need. It is grouped by Tax Agency. If an invoice contains multiple they are separated according to the Agency. You have the option to supply a date range. This report contains…

  • RE: How do you credit sales tax on an invoice? We invoiced a customer who was tax exempt. They did not notify us until after they paid the invoice leaving a balance of the sales tax.

    Keep in mind the credit memo date relates correctly to your sales tax reporting. So if you have already paid your sales tax for the period that the invoice was entered, you need to make sure your credit memo date is after that time frame. You can create…

  • MAS90 4.4 Sales Tax recalculated between order and invoice

    We sell nationally via Amazon Marketplace, and because our parent company has locations in all 50 states, we are required to collect taxes on all 50 states. When we get an order from Amazon, it already has the correct sales tax for State, County, City…

  • Is there a way to get MAS to tax the total of taxable products and taxable freight instead of calculating the tax separately and adding the results together?

    I am using MAS 200 4.10. When setting up a sales tax code that will tax shipping as well as products I found that MAS doesn't apply sales tax to the total taxable amount. Instead it calculates tax for products separately from tax for shipping and adds…

  • RE: How to set up FL sales taxes

    Hi Joe, Great question! To get multiple taxes on to one contract item, you would need to add them to the same Tax Group. In Accounts Receivable, go to Setup, Taxes, Tax Rates and setup the IDs. Then go to Setup, Taxes, Tax Groups. You can setup a tax…

  • GST one day but not the next!

    We charge our customers 5% GST, for a few days now, I haven't been able to enter "G" for a tax code when entering an invoice. The only code to choose is "no tax". I've been through the setup> settings> company> sales taxes..... taxes & tax codes appear…

  • Correcting Sales Tax opening balance

    We upgraded on Jan 1 to Sage 50 2015 from Peachtree 2009. One of the effects is that all our outstanding Accounts Receivable were entered as historical entries. It appears that they were entered on Jan 1 merely as the total due, without breaking out the…

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