under Setup | Settings | Company | Sales Taxes:

  In Taxes:

Check that the G/L account is correctly linked to the tax G/L accounts

   In Tax Codes:

Make sure that the code you are using is set up (double click on the code to check) for the journals you want to use it in (sales, all, purch)

  In each vendor or customer:

Make sure that the tax on the list of available taxes, and is not set to 'exempt'.

under Setup | Settings | Company | Sales Taxes:

  In Taxes:

Check that the G/L account is correctly linked to the tax G/L accounts

   In Tax Codes:

Make sure that the code you are using is set up (double click on the code to check) for the journals you want to use it in (sales, all, purch)

  In each vendor or customer:

Make sure that the tax on the list of available taxes, and is not set to 'exempt'.

Thanks for the reply.  It's much appreciated.     :-)

Advice #1:  Check that the G/L account is correctly linked to the tax G/L accounts.

Nothing has changed from the original setup I've been using for the past months:
"Exempt from this tax?" = "No"
"Is this Tax taxable?" = "No"
"Acct. to track tax paid on purchases" = the correct account: 2350
"Acct. to track tax charged on sales" = the correct account: 2350
"Report on taxes" = "Yes"

Advice #2:  Make sure that the code you are using is set up for the journals you want to use it in.

Again, everything seems correct:
"Use In" = "All journals"

Advice #3:  Make sure that the tax on the list of available taxes, and is not set to 'exempt'.

Well, oddly enough, when going to the home-page and clicking 1) the "Suppliers & Purchases"
super-tab on the left side, then 2) some of the suppliers' names in the boxed top-right frame,
and then 3) the "Taxes" tab of their Supplier Records, it turns out that the option "Choose the tax
code that includes the taxes that this supplier normally charges you" is set to "No Tax".

I changed those to the Tax Code for "taxes included", but when going to the "Pay Bills" module
and testing to see if there would be any difference, there is none.  Everything is still the same:
The taxes in my transaction lines refuse to carry-down to the "Subtotal > Tax > Total" field below
-- and those same taxes don't show-up in any Journal entries either.

:-(

I don't understand how Sage can function perfectly fine for one financial month, but not the next.

if you create a purchase invoice - don't post it

type control-j to display the journal, is taxes debited ?

are you using a tax code, or a tax-included code ?

is this GST ? or HSt ?

Wow!  Another speedy reply.  Thanks, Randy and Roger.     :-)

1 -- I don't create any purchase invoices at all.  I'm merely posting the February 2014 cheques
       directly into the "Pay Bills" module.

2 -- I'm not sure 'when or where' I should be pressing "Control J", but regardless, when I go to
       the Journal, taxes AREN'T debited.

3 -- I'm actually using a "tax-included" code, which I created (and have been using) since Day 1.
       It has always worked like a charm.

4 -- It's actually GST and TVQ (or QST), but for our discussion purposes it may as well be HST.

       (I originally tried to create a tax code of 5% GST and 9.5% QST, but the "Is this tax taxable"
       toggle refused to change to "yes" -- so I thus created a combined code of 14.975%, which
       has worked brilliantly up until now.)

       (I should also note that I am posting for 2 companies:  Company A is Ontario-based, with
       a "tax-included" code of 13%; and Company B is Quebec-based, with a "tax-included" code
       of 14.975%.  I've gone back to the Ontario company (whose financial year I've completed)
       to see if there's anything that was set up differently, and the answer is an unequivocal 'no'.)

I am totally baffled as to why, whenever I'm in the "Pay Bills" module, the bottom-right "Tax" box
within "Subtotal > Tax > Total > Process" stays completely blank.  It's not even showing "0.00",
nor can I manually input the tax which appears two inches above in the original transaction line.

for both sage 2014 and 2015, only item lines with tax codes that are 'not included' are summed in the tax summary - but the journal shows the full GST as debited

Thanks again for the quick reply, Roger.    :-)

There are several notes or caveats I should make regarding my last post of around 24 hours ago:

1 -- I went back to Company A (whose financial year I've completed but not closed), and pretended
       to post the same type of transactions as those that are now giving me trouble for Company B.
       Sure enough, the exact same scenario is happening there too now:  the "tax-includeds" aren't
       transferring down to the bottom of the page, either.    :-(

2 -- Although I was originally at-a-loss about when or where to do that "Ctrl J" thing, I did so within
       the "Pay Bills" page this afternoon, and, sure enough, the "tax-included" components show-up
       correctly as a stand-alone "individual" Journal entry.   I don't know why they refused to appear
       in the "global/overall" Journal entries ("Alt R T enter") last week, but they appear there now.  :-)

3 -- Because one of the companies' financial year-ends is 2013 and the 2 companies are closely
       related or inter-connected, the Accountant recommended that both companies use the same
       version of Sage, which in this case is 2013.

Thus, for the time being, I consider the issue 'somewhat' resolved thanks to you :-), but I do have
a couple questions, if you don't mind me asking (and if you know the answer):

A -- If Sage 2013 "did" have the "tax-includeds" transfer down to the bottom of the "Pay Bills" page
(as it did for me all this time until last week), why would Sage zap that feature for 2014 and 2015?

B -- (I know you can answer this one):  How does one post those screenshots here on Sage City?

Thanks again for your help.    :-)

Steve J. said:

1 -- I went back to Company A (whose financial year I've completed but not closed), and pretended
       to post the same type of transactions as those that are now giving me trouble for Company B.
       Sure enough, the exact same scenario is happening there too now:  the "tax-includeds" aren't
       transferring down to the bottom of the page, either.    :-(

I hope you don't mind me jumping in here.  They never have put the taxes at the bottom using taxes included tax codes.  It's a matter of simply math for Sage programmers.  Add up what is in the Amount column and put it in Subtotal.  If there are taxes "TO BE ADDED", then put them in the Tax box at the bottom.  Then add them together.  If you have already included the tax amount in the Amount column on each line, then how can you add it again down at the bottom?  Not my logic, just the way it has been programmed for many years.

Steve J. said:

A -- If Sage 2013 "did" have the "tax-includeds" transfer down to the bottom of the "Pay Bills" page
(as it did for me all this time until last week), why would Sage zap that feature for 2014 and 2015?

As mentioned above, they didn't get rid of it.  It has always been that way since they allowed tax included codes from my recollection.

Steve J. said:

B -- (I know you can answer this one):  How does one post those screenshots here on Sage City?

Click on Use Rich Formatting and then click on the Insert/Edit Media button to add a file.  I don't know if it will accept a paste but you can always use Paint to save the image to the hard drive.

I opened the 2013 test company and checked, a tax-included behaves the same way as it does in 2014 & 2015 - not included in tax total at the bottom of the invoice form, but included in the journal entry

Thanks for jumping in, there, Richard.  Unfortunately, I have to disagree with your first observation,
at least in terms of my personal experience with the "Pay Bills" module.

Up until last week, whenever I posted a transaction and hit the tab key till I reached  the "Process"
button, ALL of the "taxes included" which were automatically generated/plunked at the end of the
transaction lines were also being automatically added/displayed in the bottom "Taxes" box -- and
the "Subtotal" box actually showed the NET expenses (not the gross).

If you say "they never have put the taxes at the bottom using taxes included tax codes", then
perhaps what my Sage was doing was adding the Tax columns, and totalling them at the bottom.

In fact, when I look at the "Pay Bills" page of Company A (which has 2 tax codes), every transaction
line shows those 2 Tax columns -- but the "Pay Bills" page of Company B (which has 4 tax codes)
displays only 1 Tax column.   Furthermore, the 2 Tax columns of Company A have the descriptions
that I originally gave them -- "HST" and "IST" (for "included") -- whereas the single Tax column for
Company B is simply labelled "Tax Amount".

Your comment "if there are taxes "TO BE ADDED", then put them in the Tax box at the bottom"
also doesn't work.  The "Taxes" box at the bottom is now always blank, unclickable, and does not
accept any input whatsoever.

Thanks for chiming in, Richard.    :-)

Each change to a tax code creates a new 'version' of the tax code.  

Each posted invoice stored in the database contains a record of what were the active tax code version(s) at the time the invoice was posted.

So, changing a tax code, then opening and adjusting existing invoice will never have any effect on the tax numbers.

Hi Steve,

Now I think we are closer to where the confusion is.  You are confusing what you are seeing.  The two columns in Company A for HST and IST are taxes, not tax codes.  In this file you have two taxes set up but it appears both are HST (without seeing your setup screens, I can't say for sure).  I don't know how many tax codes you have in the file, but the number of columns is dependent on the number of taxes not tax codes.

In Company B you only have one tax column because you have more than two TAXES, not TAX CODES.

Steve J. said:

Your comment "if there are taxes "TO BE ADDED", then put them in the Tax box at the bottom"
also doesn't work.  The "Taxes" box at the bottom is now always blank, unclickable, and does not
accept any input whatsoever.

In my comment, I was referring to how the programmers are handling the data, not how you are supposed to do the data entry.  So when I indicated "then put them in the Tax box...", this is how the programmers did the programming, not how you do the data entry.  You can add to the tax box at the bottom if you have not used a tax code that calculates on top of the amount in the Amount column on a line, but normally you would just add to the tax on the line if that kind of thing was needed.

BTW, I am also making the assumption that when you are referring to your "Pay Bills" page, I am assuming the first drop down below the menus indicate "Make Other Payment" because the basic Payments Journal does not have tax codes on it.

Thanks for coming back, Randy, but I'm not sure what you're trying to say, or how it affects me.

Then again, I'm not sure what Richard is trying to say, either. 
In paragraph 1, "the number of columns is dependent on the number of taxes not tax codes",
yet in paragraph 2, "you only have one tax column because you have more than two TAXES".

You are correct, though, that within "Pay Bills" I'm using the "Make Other Payment" dropdown.
In fact, every cheque and bank-account expense is posted that way.

Here are the "Pay Bills" columns and tax-codes I have: 

In my last screenshot, I've superimposed (in red ink) what the bottom previously looked like:

So in this company file you have two taxes HST and IST.  I've never heard of IST in Canada before.

In that last image, would you have normally entered 88.5 on the line item amount or 100?

Can you look up an old entry from before it changed and see it as you did before or are all of them the same now as you see above?

Sorry for not having replied to your last post, Richard -- but I have since learnt to live with
the vagaries of Sage, and have accepted the fact that the "Subtotal > Tax > Total" boxes
will NEVER display correctly.  (At least, the automatic Journal Entries are always correct.)

However, in response to your last 3 observations/questions:

1) "IST" was something that I created to represent "taxes included", and to distinguish it
from always having to manually calculate & input the "net" figure before the HST kicks in.
(Please see my 1st screenshot.)

2) As per my last screenshot, I would have normally entered exactly what you see there:
namely "100" and the letter "I" in the next column -- without any further input on my part.
The "11.50" you see in the last column would be automatically calculated and displayed;
and the "Subtotal > Tax > Total" boxes would have displayed exactly what you see in red.

3) Sadly, all my old entries/transactions now look exactly the same as the current ones.
In other words, just like the 'non-red' numbers in my last screenshot, the "Subtotal" box
is always the same as my "Total" box -- and the "Tax" box always remains totally blank.

It would have been nice to have a visual confirmation that the "Tax" box is adding things
properly -- especially when posting multiple-line entries within 1 Sage transaction (like
the company's monthly credit-card payments for Materials, Office Supplies, Phone, etc.)
-- but it looks like there's not much I or anybody can do.     :-(

Thank you anyways, Richard, Randy and Roger, for your help -- and please forgive me
if I do not consider the question 'answered' or 'resolved'.  Besides, I now have a greater
concern which I will post in a new thread.

1) See the image below for my setup of an Ontario/Newfoundland/New Brunswick HST Included tax code.  I don't set up a second tax for this purpose myself.

2-3) Normally I would suggest that you have changed the I tax code from Included In Price = No to Included in Price = Yes, however that only affects transactions posted after the change, not previous entries.

What you have been describing as wrong, is actually how the program handles the included sales taxes and has for over a decade since at least version 9 when the sales tax codes were changed.  I don't even remember when the Subtotal box came into the program on those screens but it was after 2004.  The image below is a $100 charge, taxes included with GST @ 7% from my sample file in Simply 2004 Basic.  It appears to be presenting the information that you are describing as "never used to do that".  As you can see I have more than two taxes in my file, so you see only a Tax Amt. column not individual columns for each tax.

It's possible the only way you are going to be able to resolve the "why this is happening differently" question is to carefully restore a back up file from before you remember the change happened and have a look at the settings in the entry and the settings in the sales tax and sales tax code setups.  For example, if you remember this changing in Feb/15 then go back to a backup from Nov/14.

Please backup your current file before you do anything and never overwrite it when you are restoring a backup.  Send the backup to a dummy name in a folder like c:\temp.

Hope this helps