Calculate Sales Tax on query
Hello
A longtime user of AccountRight.
I have an item Setting query
In the Selling details of an item the "Calculate Sales Tax on" has a tab choice selection which has provided an issue.
At some point in our history the Selection was set to a LEVEL B
Which leads to incorrect calculation of gst on invoices where the pricing is not Level B
I'm not certain why this choice exists.
Looking for a report for inventory that will show what this selection is, so we can correct errors more quickly in our list of ITEMS.
In short, we need check CALCULATE SALES TAX ON is selected for each item in the INVENTORY
Thank you for your time
Hi alisonMackay,
I can see why checking these one by one would become a bit of a GST scavenger hunt. There isn’t a standard AccountRight report that lists each item’s Calculate Sales Tax On setting. A practical workaround is to export your item list and include the Sales Tax Calc. Method field:
- Open File > Import/Export Assistant.
- Choose Export data, then select Items.
- In the field selection step, include Sales Tax Calc. Method. Using Add All is the easiest way to make sure it’s included.
- Export the file and open it in Excel.
- Filter the Sales Tax Calc. Method column to find items that aren’t set to calculate from the actual selling price.
For the exported values, 0 means Actual Selling Price, while 5 means Level B. You can then update the affected items in their Selling details and select the correct Calculate Sales Tax On option. Make a backup before making bulk changes, and test a small group first if you plan to update the items by import.
This guide explains how to open an exported AccountRight file in Excel: Opening an export file in Excel. If you need further help, you can reach out to our support team via the Contact Us page so they can take a closer look.
Cheers,
Doreen
