I'm having difficulty in getting the credit notes and invoices to show fiels correctly calculating taxes. It's like there aren't fields to calculate properly based on the times being taxable and non-taxable. Base on the fields available when I view the credit note or invoices items that are not taxable still show with taxes or all items on credit note or invoices shows no taxes whether the item is taxable or not.

Help new to Designer
Ishana

Hi Ishana,

First of all, check the Totals tab of the invoice and credit note to ensure that the Tax was correctly generated for the document. If the numbers are not as expected here, then they will print exactly the same way on the form.

If the tax amounts are correct on the Totals tab but not on the printed form, then the wrong codes are being used on the form. You will need to use the Specification Designer (from the Maintenance menu) to edit the fields that print tax amounts and select the correct code. The easiest way is to right-click on the field, choose properties, and from the Spec Code selector at the top, look for and choose the desired Tax Code field.

If the tax amounts are not as expected on the Totals tab, then either the wrong Tax Table has been selected for the invoice, an unexpected Tax Status has been defined for the customer or an item, or the Tax Table has not been configured correctly. In this scenario, the Spec Designer is not the problem but the data setup for the invoice.

Should the latter case be the problem, we'd need more of a specific example as to the setup in order to be able to assist further. For example, an invoice with customer tax status of X and an item tax status of Y is calculating tax but wasn't expecting to. When I edit tax table ABCD, the customer tax status X has a rate of F% and the item tax status has a rate of G%. Perhaps in going through this, it may become obvious as to how the tax was calculated and the correction needed to make it right.

tnx alot, that response really helped me. All is ok now.