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genjen1961
November 6, 2019
Question

Invoice template and amounts being exclusive of gst

  • November 6, 2019
  • 1 reply
  • 0 views

I have created a template for a customer invoice and uploaded into a clients file.  Works perfectly showing the rate and amounts as gst inclusive.  All the figures work perfectly.

 

I have uploaded this same template into another client and the rate shows as exclusive of gst.

 

I have checked all the settings and cannot see why they are different.

 

 

1 reply

IntuitLily
IntuitLily
November 6, 2019

Thanks for coming to the Community for help, @genjen1961.

 

The default tax code selected by your client may be exclusive of GST. You may need to verify this on the Advanced settings tab of your client's company settings.

 

Let me show you how:

 

  1. Go to the Gear Icon and select Account and Settings.
  2. Choose Advanced on the left-side panel.
  3. Click the Accounting section and change the Default tax rate selection.
  4. Select the Inclusive of Tax and click Save and Done.

 

 

Keep me posted with the results. I want to ensure you'll be able to upload the invoice template showing the rate and amounts as GST inclusive.

 

I'm always here to help if you have other questions. Have a good one.

G
genjen1961Author
November 6, 2019

Good morning, yep default rate is set to inclusive.

AlexV
AlexV
November 6, 2019

Good morning, genjen1961.

 

Thanks for making sure that it's set to inclusive. 

 

Let's toggle the tax rate selection when creating the invoice. On the invoice page, enter all the details needed including the products and amount. Select the Exclusive of Tax in the Amounts are drop-down. Then, let's save it and change it back to Inclusive of Tax. Let's also make sure to select the correct tax type.

 

Let's verify if this is a result of a browser issue if this behavior persist. We can create the invoice using an incognito window. From there, check if it's calculating correctly.

 

We can also clear the cache. These are small files stored by your browser that can cause errors. Additionally, try to create the invoice using another browser. This helps to check if the current browser you're using has issues.

 

Comment again if you need more help. Have a great day!

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