Hi,
I'm afraid not because Sage does not have the sophisticated pro-rata tax concept on shipping lines. The pro-rata tax has no equivalent in Sage. You can assign a single Sage tax to the pro-rata which actaully works only if all of your order lines are taxed with a fixed percentage. As soon as the carriage tax varies you have to revise the transfer manually. You could possibly use the 'search' option to filter on orders from EU countries each day and then manually change them - I got it working using:
Where 'Carriage Tax Code' 'IsEqualTo' 'T1'
AND 'Carriage Tax Amount' 'IsEqualTo' '0.00'
It produces four or five csv files (depending on whether you are using customer accounts or not). The paths to the files are set in 'Business Settings | Order Processing | Export Options'. You then export an order and take a look at these files before processing them to Sage. You will see that the 'persons.csv' file does not contain any tax information, so it can't set this information by default.
I hope there is some way round the VAT exempt tax code in the carriage line, I appreciate you looking into this further for us.
Where 'Carriage Tax Code' 'IsEqualTo' 'T1'
AND 'Carriage Tax Amount' 'IsEqualTo' '0.00'
When Actinic generates a new customer, I assume that it is producing a csv file with the new customer record, and then this is imported into the Sage customer database table. As Actinic is generating the customer record, it should also generate the customer tax code, in the same way it calculates the tax code for the order lines. It can then insert the correct tax code into relevant customer record field. Is this possible?
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