Forum Discussion

alisonMackay's avatar
alisonMackay
Experienced Cover User
30 days ago
Solved

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 s...
  • Doreen_P's avatar
    Doreen_P
    24 days ago

    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

alisonMackay's avatar
alisonMackay
Experienced Cover User
24 days ago

The report found, did not actually show results for the tab "calculate sales tax on" 

So if anybody has a suggestion, please post. 

 

Doreen_P's avatar
Doreen_P
MYOB Moderator
24 days ago

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

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