The No Tax Code Assigned report doesn’t show all transactions

Legacy KB ID: 4300

Question

Why aren't some transactions without a tax code shown on the No Tax Code Assigned report?

Answer

You will experience this issue if you enter a transaction without a tax code and bypass the split transaction window.

For tax to register on Tax Reports, the transaction must be entered through the split transaction window, even if there is no tax involved. 

Workaround

When Tax Tracking is activated, ensure that all transactions, whether they are one-line entries, with or without tax, are entered through the split transaction window.

For existing entries, re-enter non-split transactions as split transactions:

1.    In the Bank Register highlight the first transaction without –Split—in the category field;

2.    Click on the Split tab;

3.    Click OK to refresh the transaction;

4.    Click on Enter to complete the transaction;

5.    –Split—should appear in the Category field;

6.    Check that the Transaction appears in the No Tax Code Assigned Report.