All you sage users please help

[sally01]

We currently use three zones for tax within Actinic, UK, EU and Rest of World. Therefore all UK orders are chaged at 17.5%, EU orders are charged at 17.5% or if they are exempt because they have their own VAT number at 0% and finally ROW which are not charged VAT.

Using Actinic Link we want to set up the tax codes as the defaults within SAGE which are

T1 Standard rated transactions - 17.5% (Used for UK)
T4 Sales to VAT registered customers in EC - 0% (Used for EU)
T0 Zero rated transactions - 0% (Used for ROW)

These codes also need to be reflected in the carriage charge tax field within sage.

Many thanks for any help

[sally01]

Help please

Surely someone must use the link from Actinic to Sage and has setup these tax codes

[jmc200]

Go to the relevant page in the Actinic to Sage Link help file. Use the options shown in the picture.

jmc200

[sally01]

I've tried to follow the steps outlined in the document but it only explains the default values that are created in Actinic. It doesnt elaborate on how to set up or change tax codes. Nor does it expain why currently if we place an order using the Rest of the World set up, the order is passed through to Sage as a T9 which isnt set up anywhere as far as I can see!

[Toby B]

Hi Sally,

So you'll need to have advanced TAX set.

Here is how I would set it up - look at attached image.

Try an export and let me know if any errors pop up.

[sally01]

Hi Tony,

Tried the settings suggested but go the error listed below in the screen shot.

[Toby B]

OK,

Add another row in the Tax grid:

VAT | Pro-Rata | Blank | Blank | T1


Now try...

[sally01]

Hi Toby,

Added Pro-Rata, but then it gave the same error for Exempt so I added that as T2, after this a test order went through from VAT registered company in Ireland as T0 but it should go into T4!

Also within the footer of the order in Sage the carriage tax goes into T1!

Any ideas?

[sally01]

Surely someone must use Actinic Link into Sage using the same tax codes as I'm trying to set up?

[sally01]

Sorry to bounce this but we are still having trouble with this, anyone?

[Toby B]

Hi Sally,

Can I grab your site snapshot (File | Snapshot | Export Site) so I can run some tests with my Sage system?

Hopefully I can get the tax grid sorted and send you a screen shot.

Sent it to tbsupport/@/actinic/./co/./uk

Cheers.

[sally01]

Thanks Toby, I'll send it over now.

[sally01]

Toby,

I tried the settings you sent over but still getting the same problem, I've mailed you the screen shots of the results in Actinic, Link and Sage.

If you could have a look please I would be very grateful

[Toby B]

Hi Sally,

I sent a reply to the 'Howard Christian' address at 11:53.

I've just forwarded it on to the other.