posted
Is it possible to use a sales tax group when importing invoices via IIF?
The below file works but then the invoice shows the sales tax code from the first line only rather what should be which is the sales tax group.
When I try to change the two sales tax lines to a single line with the proper numbers (the total tax of the tax group plus the total tax amount) it just says out of balance.
Even tested with a 100 invoice and a sales tax group of 1% so a line that was -1,1,1.00 and still out of balance.
Best answer March 02, 2024
Solved
Best Answers
To do this, list the sales tax group item first, then the items that are part of the group:
Notes:
- The Group item row (7) should not have an account/ACCNT.
- The tax amount is doubled, first on the group row (7) and then split out across the two (in this case) items within the group.
- All three rows get the AUTOSTAX designation in the EXTRA column.
- Include the tax percentage as a percentage in the PRICE column. (Not required, but a nice touch.)
To do this, list the sales tax group item first, then the items that are part of the group:
Notes:
- The Group item row (7) should not have an account/ACCNT.
- The tax amount is doubled, first on the group row (7) and then split out across the two (in this case) items within the group.
- All three rows get the AUTOSTAX designation in the EXTRA column.
- Include the tax percentage as a percentage in the PRICE column. (Not required, but a nice touch.)
