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Thread: Tax Exempt - Pastel Invoicing

  1. #1
    Email problem KimH's Avatar
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    Tax Exempt - Pastel Invoicing

    After invoicing an overseas client I noticed that on the invoice under Tax Exempt is a 'N' - the default tax code for this client is 03 (Exempt 0%) - does this 'N' stand for NO and if so what settings must I change to correct this?

    Thanks in advance.
    "If at first you don't succeed, do it like your mother told you."

  2. #2
    Platinum Member Neville Bailey's Avatar
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    Good question, Kim - first time I've had it!

    I haven't tested it, but try this:

    In the Customer record, go to the Processing tab and, under "Default Tax", change the setting to "Force tax type" and then, under "Tax Code", select "03 - Exempt".

    Hopefully this will change the "N" to "Y" on the invoice.

    Let me know the outcome!
    Neville Bailey - Pastel Accounting Consultant and Photographer
    neville@accountingsoftwaresupport.co.za
    www.accountingsoftwaresupport.co.za
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    *** 20% DISCOUNT ON PASTEL XPRESS / PARTNER SOFTWARE UNTIL 15 DECEMBER 2017 ***

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    KimH (25-Aug-11)

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    Email problem KimH's Avatar
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    Hi Neville,

    I have tried setting to 'default tax' and 'force tax type' and the persistent 'N' remains.
    "If at first you don't succeed, do it like your mother told you."

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    Gold Member Martinco's Avatar
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    Well Kim,

    I suggest some tippex on the screen and invoice ! ( Just kidding )
    Martin Coetzee
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    We solve your fastening problems.
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    You may never know what results will come from your actions, but if you do nothing, there will be no results... Rudy Malan 05/03/2011

  6. #5
    Email problem KimH's Avatar
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    LOL!! Best advice I've had all day
    "If at first you don't succeed, do it like your mother told you."

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    Platinum Member Neville Bailey's Avatar
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    The simplest other solution is to remove the offending data fields in Forms Designer.

    Neville Bailey - Pastel Accounting Consultant and Photographer
    neville@accountingsoftwaresupport.co.za
    www.accountingsoftwaresupport.co.za
    View Neville Bailey Photography

    *** 20% DISCOUNT ON PASTEL XPRESS / PARTNER SOFTWARE UNTIL 15 DECEMBER 2017 ***

    "Give every person more in use value than you take from them in cash value."
    WALLACE WATTLES (1860-1911)

  8. Thanks given for this post:

    KimH (25-Aug-11)

  9. #7
    Gold Member Martinco's Avatar
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    Kim,
    Neville's advice is good........what I did was to make a special "export invoice" with the needed/not needed fields and save it as a optional form that you use only for export customers and leave the normal form for local customers.
    Martin Coetzee
    Supplier of Stainless Steel Band and Buckle and various fastening systems. Steel, Plastic, Galvanized, PET and Poly woven.
    We solve your fastening problems.
    www.straptite.com

    You may never know what results will come from your actions, but if you do nothing, there will be no results... Rudy Malan 05/03/2011

  10. Thanks given for this post:

    KimH (25-Aug-11)

  11. #8
    Email problem KimH's Avatar
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    Thanks guys - I will remove the offending data fields completely.
    "If at first you don't succeed, do it like your mother told you."

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