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Microsoft Knowledge Base Article

This article contents is Microsoft Copyrighted material.
©2005-©2007 Microsoft Corporation. All rights reserved. Terms of Use | Trademarks




Article ID: 943562 - Last Review: October 31, 2007 - Revision: 1.0

How to determine whether an invoice calculates the sales tax in Accounting 2007 or in Small Business Accounting 2006

INTRODUCTION

This article describes how to determine whether an invoice calculates the sales tax in Microsoft Office Accounting Professional 2007, in Microsoft Office Accounting Express 2007, and in Microsoft Small Business Accounting 2006.

MORE INFORMATION

To determine whether an invoice calculates the sales tax in Accounting 2007 and in Small Business Accounting 2006, verify the relevant settings. If one or more of the relevant settings are incorrect, the invoice does not calculate the sales tax. To verify these settings, follow these steps:
  1. Determine whether the company is set up to pay sales tax, and determine whether all tax groups are set up. To do this, use one of the following methods:
    • In Accounting 2007, follow these steps:
      1. On the Company menu, click Preferences.
      2. On the Company tab, click to select the Do you pay sales tax? check box.
      3. Click Tax Groups.
      4. In the Tax Groups dialog box, verify that all tax groups are set up correctly, and then click Close.
      5. Click OK.
    • In Small Business Accounting 2006, follow these steps:
      1. On the Company menu, click Preferences.
      2. On the Company tab, click to select the Do you pay sales tax? check box.
      3. Click Tax groups.
      4. In the Modify Sales Tax Group dialog box, verify that all tax groups are set up correctly, and then click Close.
      5. Click OK.
  2. Verify that the item tax for the items in the invoice is set as taxable. To do this, follow these steps:
    1. On the Customers menu, point to Customer Lists, and then click Items.
    2. Double-click each item that is in the invoice.
    3. In the Item tax field, verify that the item tax for the item is set as taxable.
      Notes
      • In Accounting 2007, the Item tax field does not contain "taxable". The value that is not "Non-taxable" is set as taxable.
      • In Small Business Accounting 2006, the Item tax field contains "taxable".
    4. Click Save and Close.
  3. Verify the sales tax codes. To do this, use one of the following methods:
    • In Accounting 2007, follow these steps:
      1. On the Company menu, point to Sales Tax, and then click Manage Sales Tax Codes.
      2. In the Manage Tax Codes dialog box, verify that the sales tax codes are correct.

        Note If a sales tax code is incorrect, modify the incorrect sales tax code.
      3. Click Close.
    • In Small Business Accounting 2006, follow these steps:
      1. On the Company menu, point to Sales Tax, and then click Manage Sales Tax Codes.
      2. In the Modify Tax Code name dialog box, verify that the sales tax codes are correct. If a sales tax code is incorrect, modify the incorrect tax codes.
      3. Click Close.
    Note For more information about how to modify tax codes, see the "About sales tax" topic and the "Manage Sales tax codes" topic in Accounting 2007 Help or in Small Business Accounting 2006 Help.

APPLIES TO
  • Microsoft Office Accounting Express 2007
  • Microsoft Office Accounting Professional 2007
  • Microsoft Office Small Business Accounting 2006
Keywords: 
kbhowto kbmbsmigrate kbexpertiseinter kbexpertisebeginner KB943562
       

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