Problem with PST Liability Report

It's not a bug. The program seems to work as designed. It's user error.

The tax reports include only sales with a valid tax code. In some jurisdictions, this is what the authorities require - TAXABLE sales. Sales with no tax code, or the "dot - not used" code that seems to be created automatically along with other default tax codes in the Canadian editions, are not included in the sales tax reports.

I tested this by creating a test invoice dated next year with 7 items, each $1000, and each one with a different tax code (including one with the tax code blank. I then generated a P&L and a sales tax report for next year. The P&L showed sales of $7,000 as expected. The sales tax report showed only $5,000 sales; the detail shows that it includes the items with valid tax codes and excludes the blank and "dot" tax code items.

The remedy is to be sure to use a valid tax code - for example "E" (Exempt) for your out-of province customers and other non-taxable sales. Be sure the default tax code and default customer tax code are valid, not blank or "dot" (Edit, Preferences, GST/PST, Company Preferences). If you use Customer-specific tax codes, check them all. And check the default Sales tax code for all your Items.

A simple work-around is to get the sales figure from a P&L report instead of the sales tax report.

example

Thanks for the prompt reply. I'll start using the 'E' code instead of '.'

!-! wrote:

You're welcome. I don't remember anything in Help about this issue, and I expect that MANY users are completely unaware of it - or have decided it's a bug.

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