Dear Joanie

Upgrading to a newer version of QIP will not affect the way your taxes were setup prior to the upgrade. There must be something that has changed, whether you made the change inadvertently or not.

Have you done a Data Integrity Check on your QIP and AR data?

Please look at the following suggestions as to what to look for to try to resolve the problem...

1. Go into QIP Housekeeping - Company Profile (2nd Screen) to see if the default tax group was changed from what it was before.
2. Check the items (material) that you have entered on the invoice(s) in QIP's Housekeeping - Item Maintenance area to ensure that the tax status did not change.
3. Go into your invoice and edit the item on the invoice to see if the Tax Type is the correct one.
4. Check the Tax types and Tax tables in QIP Housekeeping to make sure everything is OK there and if not, change it accordingly.
5. Although this does not sound like anything that AR has to do with, you may want to check the Tax setup in AR to ensure it is what you expect. QIP uses the tax group information in AR to decide how to calculate the tax and what tax group to use for a specific Customer when you enter your invoices in QIP.

If nothing here helps, we would need more detailed information on how exactly your tax tables and types are setup in QIP & what tax type the material item(s) are setup for in your QIP items. If you use IC, then we would need the item tax information from IC.

QIP calculates tax by line, not by total amount of the invoice. This has not changed from earlier versions.

Hope this helps!

Regards
Softrak Support