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New tax code not populating in Automatic Tax proposal

  • Dec 18, 2023 5:20 PM UTC
  • 3 replies
  • 281 views

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Hi

I have a client who add a new tax code.  The tax code is not populating in the automatic tax proposal.  Is there a step that they are missing?

Barbara

Best answer by Furkan Zengin

Hello @CorBarbaL 

Automatic tax proposal is the result of any tax report. Your issue could be due to tax code is missing the tax report or the new tax code is not matched with any template field in Tax Template Field Control window for the Tax Template of your tax report.

So either check the tax codes on Tax Report window.

 

Or check matched tax codes for template fields on Tax Template Field Control window.

 

 

Hope this helps

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3 replies

Furkan Zengin
Ultimate Hero (Partner)
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  • Ultimate Hero (Partner)
  • Answer
  • Dec 20, 2023 11:48 AM UTC

Hello @CorBarbaL 

Automatic tax proposal is the result of any tax report. Your issue could be due to tax code is missing the tax report or the new tax code is not matched with any template field in Tax Template Field Control window for the Tax Template of your tax report.

So either check the tax codes on Tax Report window.

 

Or check matched tax codes for template fields on Tax Template Field Control window.

 

 

Hope this helps


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  • Author
  • Do Gooder (Partner)
  • Dec 20, 2023 3:17 PM UTC

Hi

Thank you very much.  The problem is that they on the tax report, there are no tax codes present.  However, when I went to the template, I was able to finally add the code on the line.  

Barbara


Furkan Zengin
Ultimate Hero (Partner)
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  • Ultimate Hero (Partner)
  • Dec 20, 2023 3:22 PM UTC

Hello @CorBarbaL 

I am glad that your issue is resolved. Please mark the message as resolved so others can benefit from proposed solution.

Thanks