Tax not calculating automatically

[PTina]

I have a strange case where the tax is automatically
calculated for one tax and nothing happens when the other
tax is selected.

Shipping Method is Piciup
Specified Tax details for automatic calculation in Company
setup options is unchecked.

The default tax calculates ok. However, if I change the
tax schedule, no tax is calculated and the tax field
remains 0.

How can I get the tax to automatically calculate even when
the default tax has to be changed?

Thanks in advance for any assistance.

 

[PTina]

Has no one else encountered this with the Purchases tax?

My investigation so far reveals that once the selected tax is different from the default (in Payables Management Setup --> Options), the tax does not automatically calculate.

What I have the users doing now is to select the tax again from the expansion button, either from the Tax Schedule ID field or the Tax Amount field.

I don't think that the users should have to do this extra step however, am I missing something?

 

[PTina]

I got the solution in another forum. I needed another tax schedule that was linked to all the tax details. This is the schedule that should be set as the default Purchases Tax in Payables Management Setup -- Options.

With a Shipping Method of PICKUP the system will compare the taxes linked to the Tax Schedule Id from the entry screen with those in Payables Management Setup --> Options to find a match and thus calculate the tax amount.

I initially had one tax Schedule ID for each tax detail that I had setup.

 

[Luvsql]

If you are on version 7 or later I would HIGHLY recommend turning off the tax calculation based on shipping method. It should always pull from the vendor card (makes the most sense). You should also create a tax schedule called ALLDETAILS and add every tax detail to it. Add this tax schedule to your setup > purchasing and receivables.

You can turn this option off by going to setup > company > company > options. This affects both A/R and A/P.