Hi everyone,
I'm having an issue with automatic tax calculation in Sales Orders (SO301000).
The scenario: When I create a new Sales Order and select or change a Customer, the Tax Zone is correctly pulled from the Customer profile (Shipping tab) and updated on the Financial tab of the Order. However, the Taxes tab remains empty.
Best answer by Laura03
Hello,
Please connect all Tax ID’s except 0% Exempt to your Taxable tax category in Tax Category screen.
Then connect each Tax to the correct zone in Tax Zones screen.
Laura
Hello
Is this tax configuration setup natively in Acumatica or utilizing an External Tax Provider?
Amaan
Hello
Is this tax configuration setup natively in Acumatica or utilizing an External Tax Provider?
Amaan
natively in Acumatica
Hello
I would suggest checking the following links:
Tax Zone > Tax Category> Tax ID
is there an error if a Tax ID is manually added to the document?
Amaan
+20Hello,
Please connect all Tax ID’s except 0% Exempt to your Taxable tax category in Tax Category screen.
Then connect each Tax to the correct zone in Tax Zones screen.
Laura
+6
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