Friday, November 30, 2018

Tax Codes Appear Twice on the Customer Record even when Tax Code List Include is set to Tax Groups Only or Tax Codes Only

Under Setup > Accounting > Set Up Taxes > United States tab, the Tax Code Lists Include dropdown field is not applicable to Customer records. Even if you set the Tax Code Lists Include dropdown field to Tax Groups Only or Tax Codes Only, both Tax Groups and Tax Codes would still be available for selection on the Tax Item field within the Customer Record > Financial tab.

 

The selection made on the Customer Record would supersede the choice selected on the Tax Code Lists Include dropdown field under the Setup > Accounting > Set Up Taxes > United States tab. For example, the Tax Code Lists Include is set to Tax Codes Only. If you select a Tax Group at the Tax Item field within the Customer record, that Tax Group would be populated on sales transactions.  However, the tax rate of the Tax Group will be blank on the transaction since tax calculation is limited to Tax Codes only.

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