AP Sales Tax Tracking - Paid and Liability

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SAGE 300 CRE - Version 9.8.51

I've just recently started utilizing the Sales Tax feature in AP and I think it will be a great time saver once I get used to it.  Right now I am still struggling to verify I have everything set up correctly and consistently enter the information.

Now I am preparing my Kentucky Sales and Use Tax payment for July and I am uncertain as to the procedures I should use.

I tried to find information on this in the Knowledgebase, but wasn't able to find anything.

Anyone care to share what your procedures are?  

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  • 0

    Becca Moore:  This is my first time using Sage CRE Product Forums so hang with me.  I didn't realize that you could utilize the Sales Tax feature in AP.  Where is it.  I too have to file a Use Sales Tax every month.  This might be very helpful.  Thanks, B Roop

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  • 0

    Becca Moore:  This is my first time using Sage CRE Product Forums so hang with me.  I didn't realize that you could utilize the Sales Tax feature in AP.  Where is it.  I too have to file a Use Sales Tax every month.  This might be very helpful.  Thanks, B Roop

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  • 0 in reply to BrendaR

    Brenda,

    The Knowledgebase Articles Angie G suggests (64154 & 35663) will help.  The basic set up is in AP settings.

    The first month I was trying to enter/track tax on all invoices subject to tax and it was overwhelming.  Now I'm only entering the tax if it is a not charged on the invoice and to be paid on our return.  Much simpler and I think will work just as well for our company.  (Might not be the same for everyone.)