There are number of topics discussing issues with tax codes and how Manager decides whether tax transaction is a sale or purchase. I’ll start with the background of the issue. Unlike other accounting systems, Manager doesn’t require seperate tax codes for sales and purchases. In most countries wit…

[image] lubos: Fixed in the latest version (20.8.82) Thanks. Having all taxes only linked to Invoices and Notes, at least, this new solution has zero impact on our workflow. By workflow I mean also explaining to all my colleagues what this new field mean and invite them not to use it.

[image] lubos: Not sure what you mean by this. If you don’t select customer or supplier, then credit amount will be seen as sale and debit amount as purchase. That there can be a credit not seen as a sale even if it is linked to a customer (and vice versa). In this case you need to copy a cus…

[image] lubos: There are some topics in ideas category asking for ability to track sales by customer which are paying cash (no sales invoices). Also, in some countries, you have to submit report to tax authority with the list of suppliers who have collected tax from you. Until now it was only p…

[image] lubos: [image] Davide: All that said, the possibility to attach at line level a tax to a costumer or supplier is shown also under Invoices or Notes creating so much confusion. This is already set in the header. Please hide it. Fixed in the latest version (20.8.82) Consider purc…

[image] AJD: Only way to get this to report correctly now is to do PI for New vehicle and SI for old vehicle. Don’t know your nationality but in Italy (so also in most of EU) you should issue a SI by law. You are deliberately reducing the company’s turnover which determines how taxes are appl…

Sales or purchases where no single customer or supplier linkage is appropriate [image] Davide: What set if a tax is to be set as payable or receivable is the tax law not if it linked to a customer or a supplier. Agree An example of a journal entry where sale / purchase must be set different…

[image] Patch: Receipt: all line items tax is of type sales (independent of the sign of the line item amount), and can be linked to a single customer if desired Payment: all line items tax is of type purchase (independent of the sign of the line item amount), and can be linked to a single suppl…

[image] lubos: This is being covered by this topic. Working on it. Perhaps I should have been clearer Single supplier or customer per transaction data entry mode In the mode where the customer or supplier applies to the whole transaction ie not displayed or selectable at the line item level.…

I give an idea… how about giving the possibility under settings to show or not, for each Tab, the client/supplier drop-down?

[image] Davide: Don’t know your nationality but in Italy (so also in most of EU) you should issue a SI by law. You are deliberately reducing the company’s turnover which determines how taxes are applied. I’m in Australia and yes for large companies there are turnover thresholds which determin…

Added ability to attach customer or supplier to any tax transaction

lubos Split this topic August 30, 2020, 10:51am 13

A post was split to a new topic: View screen shows tax when edit screen has no tax selected

Topic		Replies	Views
Inconsistency in Tax-reporting	29	2086	January 18, 2023
Improvement to payment and receipt forms	88	8284	September 7, 2020
Sale to supplier / buy from customer	14	1138	January 18, 2023
India	185	6616	March 29, 2022
Why do the costs on a journal entry show in the net sales column?	70	5475	January 18, 2023

Added ability to attach customer or supplier to any tax transaction

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