Enter Tax Calculation Structure

Explanation

Use this activity to enter and update tax codes per tax calculation structure. For each combination of structure item, calculation order and include price in tax base you can enter a specific tax code.

Prerequisites

This activity requires that tax codes exist in the company.

System Effects

As a result of this activity, the tax calculation structure can be used to fetch default taxes to transactions.

Window

Tax Calculation Structure

Related Window Descriptions

Tax Calculation Structure

Procedure

  1. Open the Tax Calculation Structure window.
  2. Enter a Tax Calculation Structure and save.
  3. In the structure item table part, create a new record.
  4. Enter a Structure Item, Calculation Order and select a Tax Code from List of values. By default, the column Include Price In Tax Base is selected. This must be selected for the first row.
  5. If Include Price In Tax Base is unselected, a Structure Item Ref needs to be defined in the structure item table part to include other taxes in the tax base.
  6. Highlight the structure item line to enter information in the structure item ref table.
  7. In the structure item ref table part, create a new record.
  8. Enter a Structure Item Ref or select from List of Values. Structure Items with lower calculation order will be available for the List of Values.
  9. Save the changes.
  10. Right click to change the Status. By default the structure status that appears is Preliminary You can select any one of the following options i.e. Set  Active to activate the structure, Set Obsolete if the structure is no longer in use,
    Set Preliminary if it is in progress. Note! Set Preliminary is only possible if the structure has not been used. Set Obsolete is only possible if there are no invoices in status Preliminary.