Sorry - I can't really help. I've never bothered trying to fix the database - I just hand write notes on the reports. Did that this morning, in fact. Two different issues today - one invoice was marked as Taxable but it was assigned to a group that has no tax (user training error), and two others were not assigned groups at all so they don't show up on the AR-K report either as taxable or not taxable. I actually use a Crystal Report to do my tax reporting just because of this problem.
 
[rant]I don't understand why you are allowed to enter a SO without a tax group. While I do understand that not every company needs to do this, it seems like a lot must need to, and it should be an option to require it.
 
What I do NOT understand at all is why it will allow you to make the SO Taxable, and allow no Group to be selected. I mean, if it IS taxable, that tax has to be submitted to somebody, doesn't it???
 
My last tax gripe is that once you make the SO Not Taxable, you cannot select a Group. The only way to have a Group assigned to a NonTaxable SO is to either have the customer set up that way, or make the SO Taxable, pick the Group, and then go back and make the SO NotTaxable.[/rant]

Quote from Kelloggs on 04/19/16 at 06:41:53:

 
All of our customers have a Tax Group assigned. However, sometimes they need to be changed per SO.
 
A common occurrence is that we have a contractor living in City A, with jobsites in City B, City C, City D, etc. Most often we will have one order per location - not enough, IMO to justify setting up a Ship To Only "customer" at that address. So we manually enter the address and change the Tax Group on the SO.
 
Another situation is a customer in neighboring states. If we ship to them by contracted carrier, we do not (and cannot) charge them sales tax. However, if they come pick something up, we do need to charge them tax.
 
The last situation is where a Tax Exempt* customer buys something which is taxable (for instance, something for personal use), and we need to change the SO to Taxable.
 
All these situations are real life and potential for user error that Evo does not have controls in place for.
 
*There is a difference between Tax Exempt and Not Taxable. TE means that we would be required to charge tax, but the customer has a waiver for whatever reason (it's for resale, they are a charitable org, it's being used for an exemptable purpose, etc). NT means that we are not allowed to charge tax, i.e. we do not have authority, such as shipping to another state.

I can not enter a Sales Order and set Taxable to Y and leave the Tax Authority blank.  If I tab or Enter off the Taxable, the next tab stop is the tax authority and I can't come off that field without entering something.  If I click Lines rather than Tab or Enter off the Taxable flag I can enter the lines but eventually when the order is saved, it catches the blank tax authority and forces an entry.

It looks like SO-A is such that you can't make it Taxable and not select a Group. That's an improvement, but we still would like to be able to force a Group to be selected whether it's Taxable or not.