Tax code and Amount appears as a separate line on an Invoice or Purchase Order

Legacy KB ID: 3604

Question

Why does the Tax Code Description, Rate & Amount print on a split line?  It shows correctly on the screen. 

Answer

This problem will be encountered when there is no Tax Total field at the bottom of the printed Invoice or Purchase Order table but tax is included in goods sold.  If Reckon Account does not have a field to display the tax component then it will insert a split line with the tax details and amount.

  

Solution

 

For customized templates: 

Add a Tax Total field to the footer of the Invoice or Purchase Order table.

1.    Open an invoice or purchase order with the template in error;

2.    Click on Customize button then Additional Customization;

3.    Select the Footer tab;

4.    Tick the Tax Total box under Print and click Layout Designer;

5.    Check that a Tax Total box appears in the footer;

6.    If there is no Tax Total box you will need to insert one;

·         Right-click on the background of the template

·         Select Add and data field

·         Tick Tax Total and click OK

·         Shift the Tax Total boxes (title and amount) to the desired location

·         Click OK twice to save and close changes.

 

If you do not wish to show a Tax Total Amount

In addition to the steps above, in the Layout Designer:

  1. Right click on the Tax Total Amount box
  2. On the Text tab, change Colour to White
  3. Right click on the Tax Total Title box and repeat Step 2
  4. Click OK three times to close the box, Layout Designer and Template
  5. Click OK to Save & Close. 

 

Quicken Standard Templates

You cannot modify a Reckon Account Standard Template.  Make a copy of the template first then modify as above.

To create a copy of a template:

1.    Open an invoice and with the required Reckon Account Standard Template;

2.    Click on Customize button then manage Templates then Copy;

3.    Accept the name that is offered and click OK;

4.    Click on Customize Template to modify it. 

 

Reckon Account Standard Templates affected by this issue are: 

·         Attorney's Tax Invoice

·         Reckon Standard Pledge

·         Delivery Note Invoice

·         Fixed Fee Tax Invoice

·         Reckon Standard Pledge

·         Tax Invoice From Proposal

·         Time & Expense Tax Invoice

·         Proposal

·         Retail Estimate

·         Reckon S.O Packing Slip

·         Reckon S.O Pick List

·         Sales Order With Rep

  • Work Order

  

Additional Note

For similar reasons a Tax Code line may appear on a Statement.

 

How did we do?

Related Articles

Tax Invoices appear under Purchases on a Tax Detail – Cash Net Report
Printing an Estimate, Sales Receipt (Cash Sale) or Invoice, an incorrect amount appears
When I print an invoice some amounts appear as ******
Powered by HelpDocs (opens in a new tab)

Powered by HelpDocs (opens in a new tab)