Sage Error - Default tax rate

Who can use this?

Platform: Web            Plan: Lite | Pro | Plus            Staff Permission: Settings

Default tax rate error:

  • Invoice Draft can't be sent to Sage due to the following errors: line_items.tax_rate_id This field is required.
  • line_items.tax_rate This field is required.
  • line_items.tax_amount You cannot add tax, your business is not registered for tax
  • line_items.tax_rate_percentage You entered a tax amount but tax rate is zero. Please fix one of them.”

Solution:

“This error occurs when your tax rate % in Tradify differs from the ones set in Sage. The rates used in Tradify need to be the tax rates pulled in from Sage.

The Sage tax rates are called:

  • Exempt 0.00%
  • Lower Rate: 5.00%
  • Standard 20.00%
  • Zero Rated 0.00%
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