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Item default tax rate applied, even if changed on Bill

James Cumming   ( User )

Commented 2 years ago

Hi
The default tax as set on an Item is always applied on a bill even if the tax rate is changed on the bill.

Steps to recreate:
- Create an expense Item with one type of tax (eg 15% VAT)
- Create a new bill and select the Item created above
- You will see that "15% VAT" is selected by default as the tax (which is correct).
- The change the tax to something else like "VAT exclusive"
- Now save the Bill.
- You will notice that the saved bill applies the default rate of "15% VAT" and not the selected "VAT exclusive" rate as selected.

Melda Melda   ( User )

Commented 2 years ago

Hi James,

Thank you for your feedback. We will be doing the necessary examinations and tests about your feedback.

Ralph Schmeits   ( User )

Commented 2 years ago

I encounter the same issue.

In our case we regularly change the tax rate for items on an invoice depending on:
- delivery to a private customer (then the default tax rate associated with the item should apply)
- delvery according to an intra EU supply (0% rate)
- export outside EU (0% rate)
- to divide tax rate for the shipping costs (if items with different VAT rates are listed on the invoice)

Melda Melda   ( User )

Commented 2 years ago

Hi Ralph,

We have solved this issue a month ago. Now we could not reproduce as well. Could you please share some screenshots if possible.

Ralph Schmeits   ( User )

Commented 2 years ago

Hi Melda,
I come to this following these steps:

Akaunting version: 2.1.22
step0: check to have at least 2 tax rates (I took VAT low 9% and VAT high 21%)
step1: create an (inventory) item with a tax rate (in my example low VAT rate of 9%)
step2: create an invoice with that item: the low VAT rate is automatically applied, as expected.
step3: change the VAT rate directly below the item, still during the invoice creation process: the total VAT line at the bottom of the invoice changes as well: this is okay.
step4: save the invoice: now the total VAT at the bottom of the invoice falls back to the default tax rate for the item (in this example 9%), instead of 21% to which the rate was changed during invoice creation.

screenshots:
version: https://pic.li/i/U8NI
step0: https://pic.li/i/UdAH
step1: https://pic.li/i/UXjs
step2: https://pic.li/i/UbO2
step3: https://pic.li/i/UmIM
step4: https://pic.li/i/U0LE

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