updated the A/R tax table rates but the new rates are not being used by QI to calculate the tax charges. The program is instead using the "old" tax rates to calculate the tax charges.

currently installed:

QI - 6.7A (000122)
AR - 6.1A (000113)

Any ideas as to what may be happening?
Any ideas how to fix this problem?

Hello Laraine,

Quik Invoice does not use the AR as a source of Tax information except to use the Tax Group, Tax Type, and Price List assigned to the Customer.

Tax information is defined in Quik Invoice in Housekeeping. Tax Types is used to set the description for Item and Customer Tax categories. Rates are set in Tax tables.

miscommunication with the client - the actual problem is:

changing the customers tax group in A/R. then going back into QI to invoice only the "new" tax group is not being used to calculate the tax charges.

Is there a "procedure" that must be followed to have QI pick up the change in the tax group? ie. do all QI invoices have to be printed and posted?

Is there anything in QI that needs to be changed also?

Dear Laraine

See above response from us. QIP does not use the AR tax information in the way you are expecting.

You must setup new tax definitions in QIP, Housekeeping. There are two areas - Tax tables (to setup the actual Groups and jurisdictions) and Tax types (to setup the various Item and Customer tax categories).

There is also an option in the QIP Company Profile to set a default tax group to use, if this needs to be changed.

Hope this is a little clearer now.

PS Invoices that have already been entered in QIP (ie open invoice batches) will not automatically use the new tax information - you will have to visit these invoices and change them accordingly.

Regards
Softrak Support

[This message has been edited by Softrak Support (edited 08-21-2001).]

[This message has been edited by Softrak Support (edited 08-21-2001).]

Let's try this again:

I think I understand where things are set-up in QI - tax rates, groups, etc. AR only holds the assignment of the tax groups to the customers.

The "new" tax group was set-up in QI correctly.

My understanding, and also what you wrote earlier, is that QI "reads" the tax group information that is assigned to the customer in AR - Yes or No?

Based on this then the when an AR customer is assigned a "new" tax group QI should "read" this information for calculating the tax charges.

However, this does not appear to be what is happening as the "new" tax group is not being read by QI when inputting a new QI invoice.

Laraine

Dear Larraine

Yes, AR holds the assignment of the tax groups to the customers. The actual purpose of the tax groups in AR is to match with OE.

If QIP is not 'reading' the new tax group (created new in QIP to match the new one in AR) when entering a new invoice, then you could check the following to ensure there is not something else causing this to occur:

1. Try exiting out of QIP and AR and going back in. Perhaps the files involved were not updated correctly to reflect the changes.
2. Ensure that the actual QIP tax "type" categories have not changed vs. the AR Tax Code information. For example, if AR is setup as:
0. Tax Exempt
1. GST & PST Taxable
2. GST Taxable only
3. PST Taxable only
Then this must match QIP to be effective.

Also, they will not be able to 'save' the changed tax information in QIP if:
1. There are open invoice batches
2. The Tax Summary Report has not been printed and cleared.

Hope this gives some more direction...

Good luck!

Thanks for the help, especially the last part about 'saving' the updated info if they have open batches or have not printed and cleared the Tax Summary report. Is that info anywhere in your documentation, as I could not find it?

Laraine

Hello Larraine!

You're welcome!

The information is in the manual in Chapter 3. In my manual, the Tax tables & Tax types information starts on page 3-52, with the reference to 'saving' changed information on page 3-59 at bottom of page.

The index in the back of the manual lists more references in this regard as well...

Take care