Sage 100

Have a client who mixes NT and TX lines on SO.  They have SO's that only have TX lines on them, then when they get to invoicing, they put a negative NT line on it.
If I start a new invoice from scratch and put a negative NT line on it, no taxes calculated.
STARTING TODAY, if they do this, it ends up calculating a net of the positive and negative lines as a taxable amount and ends up calculating negative sales tax.

So the original order was for 10000 and had taxes of, say, 100.00.  We add a negative NT line of 11,000.  Instead of still calculating the 100 on 10000, it is calculating a negative tax on -1000.

This had been working FINE until today.  Does anyone know if there was an Avatax update last night?

------------------------------
Beth Bowers
Mom to Samson, Peanut, ChiChi, Canton, Cagney and Daisy (NO Oxford comma - shriek!)
Beth Bowers
269-445-1625
------------------------------

​@Beth Bowers, I am connected to an Avalara Client and just tested this out for you and had no problem.  I am not experiencing this scenario/issue.  I billed a sales order that was for $ 1000 with $60 tax.  Added a negative item with a sell price of $1100; set it to NT, and my impact is an invoice for $ -40.  This is correct.  The $ 100 credit for the negative amount being greater than the invoice, less the $ 60/tax is the -$40 invoice. 

------------------------------
Madeline Stefanou
RKL eSolutions, LLC
------------------------------

Which version?  Just remembered my client is 2018.

------------------------------
Beth Bowers
Mom to Samson, Peanut, ChiChi, Canton, Cagney and Daisy (NO Oxford comma - shriek!)
Beth Bowers
269-445-1625
------------------------------

Original Message:
Sent: 01-08-2020 18:07
From: Madeline Stefanou
Subject: Avatax might have lost its mind

​@Beth Bowers, I am connected to an Avalara Client and just tested this out for you and had no problem.  I am not experiencing this scenario/issue.  I billed a sales order that was for $ 1000 with $60 tax.  Added a negative item with a sell price of $1100; set it to NT, and my impact is an invoice for $ -40.  This is correct.  The $ 100 credit for the negative amount being greater than the invoice, less the $ 60/tax is the -$40 invoice. 

------------------------------
Madeline Stefanou
RKL eSolutions, LLC
------------------------------

​this client is on v2017.

------------------------------
Madeline Stefanou
RKL eSolutions, LLC
------------------------------

Original Message:
Sent: 01-08-2020 18:42
From: Beth Bowers
Subject: Avatax might have lost its mind

Which version?  Just remembered my client is 2018.

------------------------------
Beth Bowers
Mom to Samson, Peanut, ChiChi, Canton, Cagney and Daisy (NO Oxford comma - shriek!)
Beth Bowers
269-445-1625
------------------------------


Original Message:
Sent: 01-08-2020 18:07
From: Madeline Stefanou
Subject: Avatax might have lost its mind

​@Beth Bowers, I am connected to an Avalara Client and just tested this out for you and had no problem.  I am not experiencing this scenario/issue.  I billed a sales order that was for $ 1000 with $60 tax.  Added a negative item with a sell price of $1100; set it to NT, and my impact is an invoice for $ -40.  This is correct.  The $ 100 credit for the negative amount being greater than the invoice, less the $ 60/tax is the -$40 invoice. 

------------------------------
Madeline Stefanou
RKL eSolutions, LLC

I created a new invoice.  I put the Misc Item, which is set to NT, up as a POSITIVE amount, all by itself, on the invoice.  There is sales tax calculated on it!!!!!
I've gone into the Tax Code Maintenance and made sure that all tax codes were UNCHECKED for the NT tax class.
*weeping*

------------------------------
Beth Bowers
Mom to Samson, Peanut, ChiChi, Canton, Cagney and Daisy (NO Oxford comma - shriek!)
Beth Bowers
269-445-1625
------------------------------

Original Message:
Sent: 01-08-2020 18:44
From: Madeline Stefanou
Subject: Avatax might have lost its mind

​this client is on v2017.

------------------------------
Madeline Stefanou
RKL eSolutions, LLC
------------------------------


Original Message:
Sent: 01-08-2020 18:42
From: Beth Bowers
Subject: Avatax might have lost its mind

Which version?  Just remembered my client is 2018.

------------------------------
Beth Bowers
Mom to Samson, Peanut, ChiChi, Canton, Cagney and Daisy (NO Oxford comma - shriek!)
Beth Bowers
269-445-1625


Original Message:
Sent: 01-08-2020 18:07
From: Madeline Stefanou
Subject: Avatax might have lost its mind

​@Beth Bowers, I am connected to an Avalara Client and just tested this out for you and had no problem.  I am not experiencing this scenario/issue.  I billed a sales order that was for $ 1000 with $60 tax.  Added a negative item with a sell price of $1100; set it to NT, and my impact is an invoice for $ -40.  This is correct.  The $ 100 credit for the negative amount being greater than the invoice, less the $ 60/tax is the -$40 invoice. 

------------------------------
Madeline Stefanou
RKL eSolutions, LLC

Oh, for Pete's sake.  I setup a new tax CLASS, not marked as taxable in any tax CODE, and it's still calculating taxes.  I give.

------------------------------
Beth Bowers
Mom to Samson, Peanut, ChiChi, Canton, Cagney and Daisy (NO Oxford comma - shriek!)
Beth Bowers
269-445-1625
------------------------------

Original Message:
Sent: 01-08-2020 19:43
From: Beth Bowers
Subject: Avatax might have lost its mind

I created a new invoice.  I put the Misc Item, which is set to NT, up as a POSITIVE amount, all by itself, on the invoice.  There is sales tax calculated on it!!!!!
I've gone into the Tax Code Maintenance and made sure that all tax codes were UNCHECKED for the NT tax class.
*weeping*

------------------------------
Beth Bowers
Mom to Samson, Peanut, ChiChi, Canton, Cagney and Daisy (NO Oxford comma - shriek!)
Beth Bowers
269-445-1625
------------------------------


Original Message:
Sent: 01-08-2020 18:44
From: Madeline Stefanou
Subject: Avatax might have lost its mind

​this client is on v2017.

------------------------------
Madeline Stefanou
RKL eSolutions, LLC


Original Message:
Sent: 01-08-2020 18:42
From: Beth Bowers
Subject: Avatax might have lost its mind

Which version?  Just remembered my client is 2018.

------------------------------
Beth Bowers
Mom to Samson, Peanut, ChiChi, Canton, Cagney and Daisy (NO Oxford comma - shriek!)
Beth Bowers
269-445-1625


Original Message:
Sent: 01-08-2020 18:07
From: Madeline Stefanou
Subject: Avatax might have lost its mind

​@Beth Bowers, I am connected to an Avalara Client and just tested this out for you and had no problem.  I am not experiencing this scenario/issue.  I billed a sales order that was for $ 1000 with $60 tax.  Added a negative item with a sell price of $1100; set it to NT, and my impact is an invoice for $ -40.  This is correct.  The $ 100 credit for the negative amount being greater than the invoice, less the $ 60/tax is the -$40 invoice. 

------------------------------
Madeline Stefanou
RKL eSolutions, LLC

did you double check the Avatax Config settings? make sure the Tax by line item box is still checked?  Or maybe check the ship to and make sure the tax code there is Avatax too? grasping at straws here

------------------------------
Michelle Forsey
Eide Bailly, Inc.
801-456-5470
------------------------------

Original Message:
Sent: 01-08-2020 19:43
From: Beth Bowers
Subject: Avatax might have lost its mind

I created a new invoice.  I put the Misc Item, which is set to NT, up as a POSITIVE amount, all by itself, on the invoice.  There is sales tax calculated on it!!!!!
I've gone into the Tax Code Maintenance and made sure that all tax codes were UNCHECKED for the NT tax class.
*weeping*

------------------------------
Beth Bowers
Mom to Samson, Peanut, ChiChi, Canton, Cagney and Daisy (NO Oxford comma - shriek!)
Beth Bowers
269-445-1625
------------------------------


Original Message:
Sent: 01-08-2020 18:44
From: Madeline Stefanou
Subject: Avatax might have lost its mind

​this client is on v2017.

------------------------------
Madeline Stefanou
RKL eSolutions, LLC


Original Message:
Sent: 01-08-2020 18:42
From: Beth Bowers
Subject: Avatax might have lost its mind

Which version?  Just remembered my client is 2018.

------------------------------
Beth Bowers
Mom to Samson, Peanut, ChiChi, Canton, Cagney and Daisy (NO Oxford comma - shriek!)
Beth Bowers
269-445-1625


Original Message:
Sent: 01-08-2020 18:07
From: Madeline Stefanou
Subject: Avatax might have lost its mind

​@Beth Bowers, I am connected to an Avalara Client and just tested this out for you and had no problem.  I am not experiencing this scenario/issue.  I billed a sales order that was for $ 1000 with $60 tax.  Added a negative item with a sell price of $1100; set it to NT, and my impact is an invoice for $ -40.  This is correct.  The $ 100 credit for the negative amount being greater than the invoice, less the $ 60/tax is the -$40 invoice. 

------------------------------
Madeline Stefanou
RKL eSolutions, LLC

------Original Message------

did you double check the Avatax Config settings? make sure the Tax by line item box is still checked?  Or maybe check the ship to and make sure the tax code there is Avatax too? grasping at straws here

------------------------------
Michelle Forsey
Eide Bailly, Inc.
801-456-5470
------------------------------

They are hosted, so I can't do this right this second, but I will.  Very odd that it was working fine yesterday...

------------------------------
Beth Bowers
Mom to Samson, Peanut, ChiChi, Canton, Cagney and Daisy (NO Oxford comma - shriek!)
Beth Bowers
269-445-1625
------------------------------

Original Message:
Sent: 01-08-2020 19:56
From: Kenneth Phillips
Subject: Avatax might have lost its mind

Beth make sure your Avatax is current.  Current build on DSD Website

Current LMAV all versions is January 06, 2020.

 

Sent from Mail for Windows 10

 

Original Message------

did you double check the Avatax Config settings? make sure the Tax by line item box is still checked?  Or maybe check the ship to and make sure the tax code there is Avatax too? grasping at straws here

------------------------------
Michelle Forsey
Eide Bailly, Inc.
801-456-5470
------------------------------

That Tax by Line Item says Tax CODE, not Tax CLASS - I was assuming that was being able to assign a different CODE on each line (sort of like the SHIPTO thing).  If I try to check it, it wants to convert the files, so pretty sure that wasn't changed from what it was setup as yesterday.

------------------------------
Beth Bowers
Mom to Samson, Peanut, ChiChi, Canton, Cagney and Daisy (NO Oxford comma - shriek!)
Beth Bowers
269-445-1625
------------------------------

Original Message:
Sent: 01-08-2020 19:52
From: Michelle Forsey
Subject: Avatax might have lost its mind

did you double check the Avatax Config settings? make sure the Tax by line item box is still checked?  Or maybe check the ship to and make sure the tax code there is Avatax too? grasping at straws here

------------------------------
Michelle Forsey
Eide Bailly, Inc.
801-456-5470
------------------------------


Original Message:
Sent: 01-08-2020 19:43
From: Beth Bowers
Subject: Avatax might have lost its mind

I created a new invoice.  I put the Misc Item, which is set to NT, up as a POSITIVE amount, all by itself, on the invoice.  There is sales tax calculated on it!!!!!
I've gone into the Tax Code Maintenance and made sure that all tax codes were UNCHECKED for the NT tax class.
*weeping*

------------------------------
Beth Bowers
Mom to Samson, Peanut, ChiChi, Canton, Cagney and Daisy (NO Oxford comma - shriek!)
Beth Bowers
269-445-1625


Original Message:
Sent: 01-08-2020 18:44
From: Madeline Stefanou
Subject: Avatax might have lost its mind

​this client is on v2017.

------------------------------
Madeline Stefanou
RKL eSolutions, LLC


Original Message:
Sent: 01-08-2020 18:42
From: Beth Bowers
Subject: Avatax might have lost its mind

Which version?  Just remembered my client is 2018.

------------------------------
Beth Bowers
Mom to Samson, Peanut, ChiChi, Canton, Cagney and Daisy (NO Oxford comma - shriek!)
Beth Bowers
269-445-1625


Original Message:
Sent: 01-08-2020 18:07
From: Madeline Stefanou
Subject: Avatax might have lost its mind

​@Beth Bowers, I am connected to an Avalara Client and just tested this out for you and had no problem.  I am not experiencing this scenario/issue.  I billed a sales order that was for $ 1000 with $60 tax.  Added a negative item with a sell price of $1100; set it to NT, and my impact is an invoice for $ -40.  This is correct.  The $ 100 credit for the negative amount being greater than the invoice, less the $ 60/tax is the -$40 invoice. 

------------------------------
Madeline Stefanou
RKL eSolutions, LLC

I had a client call yesterday with a similar issue. Taxes were not consistent. Here's what I found. In Avatax, there's a list of everything you sell, including misc codes. These are assigned Avalara tax codes. The tax codes, by state, are assigned rules designed to calculate rules for taxation. I found a lot of these 'rules' had expired 1/1/2020 so the item defaulted back to taxable. Once I changed the expiration a later date, say 2021, the invoice calculated the tax correctly.

------------------------------
Bill Pfahnl
Nims & Associates
------------------------------

OH WOW.  @Bill Pfahnl that is definitely nothing I would have EVER considered!  I am going to shoot off an email to the client ASAP.​

------------------------------
Beth Bowers
Mom to Samson, Peanut, ChiChi, Canton, Cagney and Daisy (NO Oxford comma - shriek!)
Beth Bowers
269-445-1625
------------------------------

Original Message:
Sent: 01-08-2020 23:13
From: Bill Pfahnl
Subject: Avatax might have lost its mind

I had a client call yesterday with a similar issue. Taxes were not consistent. Here's what I found. In Avatax, there's a list of everything you sell, including misc codes. These are assigned Avalara tax codes. The tax codes, by state, are assigned rules designed to calculate rules for taxation. I found a lot of these 'rules' had expired 1/1/2020 so the item defaulted back to taxable. Once I changed the expiration a later date, say 2021, the invoice calculated the tax correctly.

------------------------------
Bill Pfahnl
Nims & Associates
------------------------------