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US Sales Tax Update: Customer Record has Tax Item but Taxable checkbox is set to False
There are three requirements to make a transaction Taxable. This is by marking the Taxable checkbox in the following records:
- Customer Record (Financial Tab)
- Item Record (Accounting Tab)
- Transaction (Accounting Tab if Per-Line Taxes on Transactions = F)
Previously, when one of these requirements is set to Taxable = F, the Tax in the transaction will not be computed. However, with recent feedback and testing made, this is not the same behavior that the system will give us.
To illustrate:
Set Up Taxes Page
- Enable Tax Lookup on Sales Transactions = T
- Charge Out of District Sales Taxes = F
- Per-Line Taxes on Transactions
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