Sales Tax Glitch
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kcenter
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« on: December 11, 2009, 10:31:58 PM »
There must be some sort of an issue with the sale tax.  Out city changed the rate a while back.  I went in and changed it in set up, but I see I have been eating the additional cost for some time as their invoices do not calculate correctly.  Set up shows the rate the way it should, but the invoices will not change.
Can you tell me how to fix this?
Thank you.
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admin
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« Reply #1 on: December 12, 2009, 06:08:58 AM »
What changes did you make to Sales Tax setup?  Did you change more than the Sales Tax percentage?

Cheers,
Stan
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kcenter
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« Reply #2 on: December 13, 2009, 10:37:02 PM »
I only changed the % in the set up screen.  I also only have one tax type set up.
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kcenter
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« Reply #3 on: December 13, 2009, 10:38:46 PM »
When I try and change it again now....when I first start an invoice, it appears correct.  But as soon as I enter an item into that invoice, it reverts the tax back to the old rate.
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« Reply #4 on: December 15, 2009, 04:14:35 AM »
You have the default set (it is set when an Invoice is created). To change it just click on the check box to the left of the total (lower right of Sale Order window). This will allow you to edit the default tax rate.

Hope this helps.

Cheers,
Stan
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kcenter
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« Reply #5 on: December 30, 2009, 08:14:54 AM »
Sorry, I am not finding the box by the total on the right in the sales order screen.  Do you mean when you click on sales order from the menu, or when you choose a customer that goes into another sales order screen, or when you are in set up under sales orders?  In all three cases I don't see any total or box to check or uncheck.
I would think I could just go in an change the default tax rate in set up and all invoices going forward would reflect the new rate, and the prior invoices remain unchanged. 
I cannot get this to change.
I don't want to have to change every invoice going forward to reflect the new rate, even when I try to do that, as soon as an item is entered, it defauts back to the old rate that is no longer in the set up.
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« Reply #6 on: December 30, 2009, 09:22:36 AM »
The check box is named "Show Tax Rate" (near totals on bottom of Sales Order). It's purpose is to allow you to change the Tax Rate after an Invoice is created (for example you need to change Tax rate for an out of State order where tax is different). The default Tax Rate comes from Setup, it is set when you first create the Order.

MBA does not change all Orders when you change the Tax Rate. Tax Rates are for a specific point in time. If you change the Tax rate you don't want MBA recalculating an old Order if you go back and look at it (this would cause all kinds of confusion as Sales Totals would be wrong, customers that paid their bill would now owe more or maybe have a credit if tax rate when down). The "Show Tax Rate" check box (when checked) will display the Rate(s) on the current Sales Order and allow you to change them for this Order.

Hope this helps.

Cheers,
Stan
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kcenter
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« Reply #7 on: January 04, 2010, 11:05:00 PM »
So are you are saying that from now on, because the tax rate changed, I will have to go into every new invoice I create, check the box at the bottom to show the tax rate, then change each one individually? 
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« Reply #8 on: January 05, 2010, 11:39:17 AM »
No, MBA should use the defaults from Setup (what ever percentages you have in Setup at the time you create the new Order).

Cheers,
Stan
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kcenter
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« Reply #9 on: January 24, 2010, 11:33:08 PM »
But this is what I have been trying to say from the start.  I changed my default tax to the correct new amount.
I go and create an invoice and it still goes back to the price the tax was BEFORE I made the change.
I just tried it again.  When I first open the invoice screen and show tax, it shows the new tax rate, but as soon as I enter a customer who is an existing customer (which are nearly all my invoices each campaign), it goes back to the old rate.  As soon as the name is put into the box on the invoice screen, it goes back to the old rate. So MBA is not using the new rate in the setup.
Now I went to try to add a new customer to see if it would take the new rate.  But that also, as soon as a name goes into the customer name field of the invoice, it goes back to 7% and the new rate is 7.375%.
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« Reply #10 on: January 25, 2010, 08:47:35 PM »
What version of MBA are you using?  I have tried here with latest version and it works properly every time. Has anyone else run into this issue??

Cheers,
Stan
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