When I duplicate a non tax item the duplicate shows it with tax

gerdgoebel · ‎October 30, 2020

I am using QB Prem 2020 with latest updates.

I create new assembly items by duplicating exiting items. The items I duplicate are non-taxable, but the duplicate has the tax code set.

Is there an option where I can specify that the duplicate should also copy the tax setting from the item copied from? Duplicating should mean everything is copied as is.

MariaSoledadG · ‎October 30, 2020

I know a way on how you can fix issues when duplicating items. I'm here to provide you a few information and help you with this, gerdgoebel.

For now, the option to select no tax when duplicating an inventory assembly is unavailable. When duplicating an item, only items creates a duplicate without tax code. You'll want to manually change the new items to non-tax.

Also, if you duplicate a main (or "parent") item, the new item will become a parent item. If you duplicate a parent item that has subitems, only the parent item will be duplicated and not the subitems.

When duplicating a subitem, the new item will become a subitem. Lastly, if you duplicate an inventory item, all item information will be copied except "On Hand" and "Reorder Point." Those fields will also be set to "0."

Please read this article for more information: Add, Edit, And Delete Items.

For your future reference, you can run reports in QuickBooks Desktop so you'll be able to get the information you need. Here's an article for your guide: Understand Reports.

Keep in touch if there's anything else you need. I'll be right here if you need further assistance.

View solution in original post

MaryAnn_E · ‎October 30, 2020

Hi there, @gerdgoebel.

It could be that there's no info in your customer's sales tax setting. This can be the reason why the item doesn't show as taxable.

To check this out, we can go to your customer's settings and make sure that the tax item is set up. Let me show you how:

Go to the Customers menu and select Customer Center.
Right-click the name of the customer you wanted to check, then select Edit Customer Job.
In the Sales Tax Settings page, make sure to choose the tax code and tax item on each corresponding drop-down arrow.
Click OK.

However, if you've already set this up and the item still doesn't show as taxable, I recommend performing some basic troubleshooting steps to fix your concern.

We can run the Verify and Rebuild Data tool in QuickBooks Desktop to identify and resolve the issue.

If you need more help regarding other tasks in QuickBooks Desktop, you can check our articles here. Make sure that the topic is set as "QuickBooks Desktop."

Let me know if you have any other questions. I'm always here to help.

gerdgoebel · ‎October 30, 2020

This is not customer related, also, db does not have any customers yet.

The issue is when duplicating items. The copy from item uses the correct tax code "Non" but the duplicated item uses "Tax".

MariaSoledadG · ‎October 30, 2020

I know a way on how you can fix issues when duplicating items. I'm here to provide you a few information and help you with this, gerdgoebel.

For now, the option to select no tax when duplicating an inventory assembly is unavailable. When duplicating an item, only items creates a duplicate without tax code. You'll want to manually change the new items to non-tax.

Also, if you duplicate a main (or "parent") item, the new item will become a parent item. If you duplicate a parent item that has subitems, only the parent item will be duplicated and not the subitems.

When duplicating a subitem, the new item will become a subitem. Lastly, if you duplicate an inventory item, all item information will be copied except "On Hand" and "Reorder Point." Those fields will also be set to "0."

Please read this article for more information: Add, Edit, And Delete Items.

For your future reference, you can run reports in QuickBooks Desktop so you'll be able to get the information you need. Here's an article for your guide: Understand Reports.

Keep in touch if there's anything else you need. I'll be right here if you need further assistance.

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When I duplicate a non tax item the duplicate shows it with tax