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Tax problems double check this on your installation. (General)

posted by Dieter Simader(R), 01.01.2018, 18:59

Hi All

This isn't a bug or a defect but it is something that we should all know
about how sql-ledger works. I just found out about this today while doing
some other coding so maybe everyone else already knows but if not here it
is.

If you end a tax code by filling in the "Valid To" entry in the "System"
"Taxes" screen and you then create a new tax code with a higher rate linked
to the same chart account number, as I did when New Brunswick raised it's
HST rate from 13 to 15% a couple of years ago, it is not enough just to
update your New Brunswick customers to the new rate!!!!!

Little known to me a new tax rate is not automatically applied to all of my
existing parts and services so I continued to sell to NB customers thinking
they would be charged the new rate, after all I had updated the NB customer
profiles. Unfortunately since I hadn't updated my parts and services none
of my NB customers were charged any tax at all!!!!

I've got hundreds and hundreds of parts and services and none of them have
the new 15% NB HST checked off. I now have to either make a pot of coffee
and spend a few hours bored stupid while I pull each one up and change it
or I have to write an SQL scrip to add the new tax rate to all of them.

Dieter

Is there a better way to do this?

Of course there is a better way!

The Valid To date is for tax rate changes. Don't set up a new tax!!! Add the new rate for the same tax in System -> Taxes and leave the date empty for the new rate.

 

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