Automatic Tax Calculations Option in Sage 300 ERP

By | April 30, 2015

In today’s blog, we will discuss one more feature worth noticing of Sage 300 ERP i.e. to see how Automatic Tax Calculations can be achieved for A/R transactions.

New Stuff: Cleanup Accounts Using Apply Document Feature in Sage 300 ERP

To access this feature you can navigate to Account Receivable >> A/R Setup >> Options >>Transaction Tab
Kindly refer the below screenshot for the same.

  1. If User unchecks the option “Calculate Tax Amounts Automatically” in AR Options screen while creating any A/R Batch transactions taxes will not be calculated by default.

Blog Post 1

  1. Calculate Tax Checkbox will be Unchecked in the transaction screen as well as Calculate Taxes and Distribute Taxes button will be displayed for the user to manually calculate the tax.  Kindly refer the below screen for the same.

Blog Post 2

  1. If User Checks the option “Calculate Tax Amounts Automatically”; User while trying to create any A/R Batch transactions then taxes will be calculated automatically under Tax tab.
    Hereby default Calculate Tax checkbox will be checked in the transaction screen.  Kindly refer the below screen for the same.

Blog Post 3

This is how user can set option to calculate taxes automatically in A/R. This setting can be changed any time.

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Greytrix offers unique GUMU™ integrated solutions of Sage 300 with Sage CRM, and Magento eCommerce along with Sage 300 Migration from Sage 50 US, Sage 50 CA, Sage PRO, QuickBooks, Sage Business Vision and Sage Business Works. We also offer best-in-class Sage 300 customization and development services and integration service for applications such as POS | WMS | Payroll | Shipping System | Business Intelligence | eCommerce for Sage 300 ERP and in Sage 300c development services we offer services such as upgrades of older codes and screens to new web screens, newer integrations using sdata and web services  to Sage business partners, end users and Sage PSG worldwide. Greytrix offers over 20+ Sage 300 productivity-enhancing utilities that we can help you with such as GreyMatrix, Document Attachment, Document Numbering, Auto-Bank Reconciliation, Purchase Approval System, Three way PO matching, Bill of Lading and VAT for Middle East.

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