VAT Tax

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• Verify the Invoice Transaction:

  • Ensure that the invoice transaction was completed and released. Only released transactions are included in tax processing.

• Check the Tax Configuration:

  • Ensure that the invoice transaction has applicable tax codes configured.
  • Verify that the tax codes are active and correctly assigned to the branch, customer, or transaction type.

• Verify the Financial Period:

  • Confirm that the financial period of the transaction matches the "Fin. Period" field in the "Generate AR Tax Adjustments" screen.
  • Ensure that the financial period is open.

• Review Customer and Branch Selection:

  • Ensure the correct branch and customer are selected in the filters.
  • If the "Consolidate Tax Adjustments by Customer" checkbox is checked, verify if the configuration aligns with your invoice data.

• Tax Adjustment Date:

  • If a "Tax Adjustment Date" is specified, ensure it is within the range of the transaction's document date.

• Run a Tax Report:

  • Use the "Tax Summary" or "Tax Details" report in the "Taxes" module to confirm if there are taxable transactions pending adjustments.

• Permissions or Errors:

  • Verify if there are any restrictions on your user role that may affect tax processing.
  • Check for errors or warnings in the transaction screen or in the "Event History" of the document.