1 Reply by alanmc

(3 replies, posted in Accounts Receivable)

Thank you amputhu for the quick reply. It seems that maybe I've overcomplicated things.

One more question, please.

How do I sell purchased product to myself for use by the Company. For instance, I buy web hosting space, domain names, DVRs and CCTV cameras for resale but I also use some of these items for the Company for training and product familiarization. I could make a simple journal entry but the inventory items would not be affected. Thanks for help.

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2 Topic by alanmc

(3 replies, posted in Accounts Receivable)

Hello FA folks,

I'm having a tough time trying to figure out how to record a donation of an inventoried item to a non-profit. I regularly give purchased product, like domain names and other equipment to churches and missionaries. I'm not so concerned about the tax benefit as I am about accounting for the purchased equipment.

I've created a 'charitable contribution' GL entry 6100 under general and administrative expenses but I'm not sure how to reassign the item to that GL from accounts receivable.

Ideas?
Al

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3 Reply by alanmc

(13 replies, posted in Setup)

@albertolima,

You're absolutely correct. Under Sales > Branch, my customer, who is an individual, had 'Tax Exempt' as his Tax Group.
I changed it to Taxable. Now, when a taxable Item is added to a Sales Order, the 'Sales Tax (5.3%)' row appears.

Thanks a million!

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4 Reply by alanmc

(13 replies, posted in Setup)

Wow, thanks for the fast reply, Alberto,

I have;

           tax_types > GST, 5.3%, 2150 Sales Tax
           tax_group > GST, tax applied to shipping - NO, taxes included in this group - GST (5.3%) checked
   item_tax_types > Retail, is fully tax exempt - NO, tax type which is exempt - NONE checked
                 items > Retail
          sales_type > Retail, calc factor - 1.000%, tax included - unchecked

I can see that the price header in the Sales Order form changes from 'Price Before Tax' to 'Price Including Tax' when I change the drop-down 'Price List' from Retail to Wholesale but there never is any sales tax indicated near the sub-total and is not included in the 'Amount Total'

What am I missing?

Go to forum: Setup

5 Reply by alanmc

(13 replies, posted in Setup)

Hello,
I have the same problem where I can't get the tax row to show up on sales orders or invoices.
When I create a sales order, the customer is a 'retail' which is a sales type with the 'tax included' box NOT ticked, the items show as 'price before tax' but no mention of GST.

I can provide additional details but I'm not sure where to start.

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