Forum Discussion

Wendy03's avatar
Wendy03
Contributing User
4 years ago

Tax Codes

I have been advised that the Tax Code on an Item Number is over-ridden by the Tax Code assigned to the customer on their card. Why is there an option for a Tax Code on Item Numbers if it is automatic...
  • Tracey_H's avatar
    Tracey_H
    4 years ago

    Hi Wendy03 

     

    Thanks for your post. The customer's tax code will only override the item's tax code or allocation account's tax code if you have ticked Use Customer's Tax Code in the customer card. You can find this option in the customer card>>Selling Details tab:

     

     

    By unticking this option the item or allocation account tax code will be used. The same option is available for supplier cards in the Buying Details tab.

     

    Please let me know if you need further help.

     

    If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.

Tracey_H's avatar
Tracey_H
Former Staff
4 years ago

Hi Wendy03 

 

Thanks for your post. The customer's tax code will only override the item's tax code or allocation account's tax code if you have ticked Use Customer's Tax Code in the customer card. You can find this option in the customer card>>Selling Details tab:

 

 

By unticking this option the item or allocation account tax code will be used. The same option is available for supplier cards in the Buying Details tab.

 

Please let me know if you need further help.

 

If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.

  • Wendy03's avatar
    Wendy03
    Contributing User
    4 years ago

    I spent a lot of time on Chat today regarding this question. I was told the operator checked with a developer and that I would have to change the Tax Code on every customer because the code allocated to the customer always overrode the Item code.  It looks like someone needs to give that developer a bit more training on how the system works. In any case, that you for your response.