We have a customer who requires a breakdown of taxes, GST & PST, so the customer is set up for GST and we add the PST so 2 separate taxes are listed on the Order under Releases>Tax for each line and Header>Tax.
When we made the Invoice only the GST is listed. What did we miss
Can you see the other tax on the Invoice Entry screen? Or in the Edit List?
Does the Tax line on the printed invoice equal the sum of all taxes, or just the ones shown?
(Trying to figure out if it is not being pulled from the order vs being pulled, but not being displayed on the printed form)
I would look at
PST may be configured not to show-up on AR/AP there are checkboxes for that or it may be configured to only show-up during a Partial/Full Payment, or it may only be configured for a specific Jurisdiction.
Compare GST to PST Setup.
Tax Liability Maintenance
They are identical and both have the Use in AP & Use in AR checked, nothing else is checked for either
Tax Type Maintenance
Also identical, I used the 5% to help me set up the 7%
I forgot to ask, so I assume the Taxes show-up perfectly fine in the Invoice Tracker / Invoice Entry, just not the report.
nope, they are not showing up in Invoice Entry
If you are in Canada try checking the settings on the Canada sheet.
Use Tax Type Maintenance to specify different tax types and tax rate codes your company needs to support sales and purchase processes.
When you enter a new tax type, you need to select a Canada-specific setting from the Type drop-down list on the Canada sheet. The options include:
Open Tax Type Maintenance via Financial Management / Accounts Payable / Setup / Tax Type
Steps
I don’t have a Canada tab, I only have a EU Data tab
would that be an incorrect setting in our Company config?
Make sure you have the CSF Functionality for Canada installed. You can download it from EpicWeb with the instructions.
It installs the Country Specific Functionality for Canada, and that includes that tab.
I will look into that, thank you
Apparently the CSF .cab will also add an Extension to the SalesTax table and so on with a field called
SalesTax.CSFCA_SalesTax_Type
@hkeric.wci - Shouldn’t you bae able to have multiple taxes per line even without an specific CSF?
Or is our case different because we have multiple authorities (Oklahoma State tax: 4.5%, Pontotoc County sales tax: 0.88%, and Allen city sales tax: 3%). As opposed to multiple taxes for a single authority.
we can and we did have multiple taxes in the order as you can see but when the invoice was created they both didn’t come over
I am not sure, according to the KB Article from support “Invoice Taxes different than Order” it said to configure the Canada tab as the resolution.
So im not sure, I just went based off Epicor Support KB 
It stated only Invoice has issues.
Their company is located in Canada, nontheless they should install the CSF - they have several Canadian specific features missing and Company config fields etc.
I am guessing that someone had an issue similar, hence the kb stating "properly on invoice"
We use Avalara, but it works mostly by creating the things needed to add taxes to orders and invoices. When you enter an address that would require a tax that you’ve not used before, the Avalara module creates the Tax Type entries. Avalara doesn’t create Tax Jurisdictions. So all my Tax Types look like:
Is this the first time that having two taxes on the same invoice line is giving you problems?
Notably GST, HST or PST – have you had past successes?
We are looking to get the CSF Can file from support, will give an update after we’ve installed and tested it. Thanks
Though I’m kinda surprised this wasn’t part of our upgrade. Wonder why Epicor didn’t bring it up (we literally just did in upgrade from E9 to E10)
So you have two tax types of collection Invoicing, GST and PST, you also have a single Tax Liability that includes both of these taxes.
Is the correct tax liability specified at the Invoice Header? Do the products have some sort of product tax category exemption?
As a test also, create a new Tax Laibility and add only the PST Tax, manually create an invoice and select this liability, do you get PST taxes calculated?
