Sales Tax Clears When Using Set Customer

We recently started tracking sales to customers. When we select a customer and scan the items, all of the sales tax checkboxes are off and we have to manually turn each item on again. I cannot find an option to correct this. This is inefficient and risky if clerks forget to collect the tax.

Any ideas???

Thanks!

Reply to
RMG
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If you are not basing tax on customer info (i.e. tax by customer zip or state), then you likely do not have the tax assigned to each taxable line item. Have you checked your items to make sure there is tax assigned? To quickly check if an item is taxable, begin SO Mgr> Database> Items> Find one of the items that are not scanning> Properties> Note the tax field - does it have tax assigned?

If a large number of your items do not have tax assigned, and you are not streaming centralized taxes from your HQ, and taxes are locally owned at the store - then you can run an Inventory Wizard (forget the Task #) to assign your item taxes to the skus.

If you are basing taxes on cust info (i.e. zip, shipping zip, etc.) then you need to make sure you have tax rates set up for all current and possible customer zips.

I hope this helps.

Jocelyn

Reply to
jocelynj

Also make sure your customers are not flagged as tax-free on the actual customer card - I think it is the Options tab.

Jocelyn

Reply to
jocelynj

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