Hey everyone,
I’m coming up short despite setting up tax categories, IDs, and zones. We have a customer that’s loading historical data with line items on invoices and they want to bring in tax line items but this error keeps coming up. Am I missing something?
“The CA tax cannot be applied to the document because there are no document lines whose tax category contains the CA tax.”
Best answer by gusl
Hey everyone! I was able to add a Manual Tax Zone - where I can manually add a tax amount on the taxes tab - that’s linked to an imported tax zone. It was definitely helpful brainstorming it out here though as it helped me link the category, zone, and tax ID in one swoop.
My steps to do so were the following:
Note that this is for manual imports (uploading from import scenarios and data migration tools) for historical data. This can also work for manually inputting taxes that have already been calculated outside of Acumatica and not using a tax provider.
+19Hello,
What is the Tax Category on the detail lines of your invoice?
The category will be TAX or TAXABLE, for taxable invoice lines. The category defaults from the Stock or non-stock Items on the invoice lines but can be over-written during your import.
Another option/work-around is to just add a non-stock ‘TAX’ line to each invoice to represent tax for migrated invoices. If you use a non-stock ‘TAX’ item to represent tax, you won’t be able to use Acumatica Sales Tax module to report tax on this group of migrated invoices. This option only works if the tax for this group of invoices can be reported from the prior system.
+19What Tax ID’s are connected to the Taxable Tax Category?
In my experience, we can add/adjust tax amounts on the Tax tab, for tax id’s that are connected to a Category that is connected to a Detail line item.
Laura
Hey everyone! I was able to add a Manual Tax Zone - where I can manually add a tax amount on the taxes tab - that’s linked to an imported tax zone. It was definitely helpful brainstorming it out here though as it helped me link the category, zone, and tax ID in one swoop.
My steps to do so were the following:
Note that this is for manual imports (uploading from import scenarios and data migration tools) for historical data. This can also work for manually inputting taxes that have already been calculated outside of Acumatica and not using a tax provider.
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