Tax Year Configuration

Is it possible that the tax agency vendor was only associated with the tax(es) in 2025 in Acumatica?  Or did something else around those taxes change in prior years?  Did the tax type change (i.e. in prior years you only paid those taxes and didn’t need to remit anything, but now you are collecting it and have to remit?)

Thanks Megan for Prompt Response ,

To answer your question, I don’t think there is a way to connect a tax agency vendor to a specific year—or at least, I haven’t seen this option.

Regarding your second question, this is the first time I’m calculating the tax. For other tax agencies, I calculated all the previous taxes that hadn’t been calculated yet (for example, up until December 2024). Then, for January, I was able to generate a one-month report from the system.

This approach worked for other vendors, but for this specific vendor, I don’t have access to previous tax periods.

Are the settings on the Tax Agency tab of the tax vendor the same as the others?  Or is there some difference?

Yes it is completely same , and Rest of the TAX settings are same as well .

If you prepare the tax report for the first period in 2025 is it picking up the historical transactions form 2021 and 2022?  Or are those not being picked up?

That is the good question , i think there is a glitch in the system , 

because i haven’t calculate the Tax for this Tax agency , how ever the period which is shown in preparing form is Third Tax period in 2025, and even system doesn’t let me to prepare the tax as well ,

and also the warning message is “ cannot prepare TAX report for open Period when the preivous period isn’t closed”

but all the Period are open and system is not bringing up the first period as well

in Calculation it seems that the system has brought all historical record , but i am not able to Prepare the tax report to check the detail .

Sounds like this is something to escalate to Acumatica support and/or your VAR.

Hi ​@bmardanian were you able to find a solution? Thank you!