Windward Software Customer Care

PROBLEM:

Tax credits cannot be added to the bill due to the Tax Credit button being grayed out. The tax credit button is used for value added tax or goods and services taxes where tax on purchases can be used to offset tax collected on sales (ie: GST, HST, VAT).

Figure 1 below shows the grayed out tax button circled.

Figure 1 - Tax Credit button is grayed out

SOLUTION:

The tax credit button will be grayed out if the supplier on the bill has a tax exemption for the GST/HST/VAT. Review the supplier account to ensure the supplier should have their purchases taxed. The tax settings are found on the financial tab of the supplier record as shown in figure 2 below.

Figure 2 - Supplier Tax settings

Notice in figure 2 that the tax 2 is not activated. If this tax setting is activated and we open the bill, then the tax credit button will appear again. To do this, the checkmark will be placed in the tax 2 area, then click the OK button to save the change made on the supplier's account. Figure 3 shows the selected supplier tax setting.

Figure 3 - Tax activated in supplier tax settings.

Edit the bill again and the tax credit button should be active again as shown in Figure 4.

Figure 4 - Tax credit button is active on the bill.