Manage Tax, Manual Customer Invoice Line
Explanation
Use this activity to handle taxes in connection to manual
customer invoice lines. You can enter tax information directly on the manual
customer invoice line or work with multiple taxes in the tax lines dialog. If
you enter a tax calculation structure on the invoice line, you can work with
multiple taxes with different tax base amounts. Tax lines can only be
entered/modified as long as the invoice is in status Preliminary.
Regardless status, it is not possible to remove or enter new tax lines if tax
calculation structure is entered on the invoice line. Default tax information
can be retrieved by using the Set Default option.
The calculated gross, net and tax amounts are displayed in
the fields at the bottom of the window.
If the Transaction Level check box is selected in the
Company/Tax Control/General tab under Tax Code Validations
for Customer Tax, it is mandatory to enter a tax code on the invoice
line.
Prerequisites
-
A Manual
Customer Invoice with at least one invoice line must exist.
The tax codes
to be applied must have been defined for the company used. This is done in
the Tax Codes window.
-
Tax setup to
fetch and calculate single tax or multiple taxes with the common tax base
amount:
-
To receive
default tax values from Customer/Invoice/General tab there
must be a default tax code specified in the Tax Code field.
-
To receive
default tax values from Customer/Address/Delivery Tax Information/Supply
Country/Taxes tab one or more tax codes must be connected
to the customer’s delivery address.
- Tax setup to
fetch and calculate multiple taxes with different tax base amounts by using
tax calculation structure functionality:
- The tax
calculation structure to be applied must have been defined for the company
used.
This is done in the
Tax Calculation Structure window.
- To receive
default tax values from the taxable customer address, the tax liability must
be of tax liability type Taxable and the tax calculation structure
must be connected to the customer's delivery address in the
Customer/Address/Delivery Tax Information/Supply
Country/Taxes tab.
System Effects
-
Based on the
tax specification for each invoice line, the tax amount per tax line is
calculated. The summarized tax amount is calculated and displayed for each
invoice line in the bottom of the dialog. The Tax Lines dialog can be
reached in all scenarios with a detailed tax specification for each invoice
line.
-
If a single tax code is used, the Multiple Tax Lines check box is not
selected and single tax code is displayed in the Tax Code column on
the invoice line. If multiple taxes are used, the Multiple Tax Lines
check box is selected on the invoice line. If multiple taxes with different
tax bases are used, the tax calculation structure is displayed in the Tax
Calculation Structure column on the invoice line.
-
If
multiple taxes with different tax bases are calculated, the tax base for
each tax line is derived from the tax calculation structure definition and
it is displayed in the Tax Base Amount
column.
Window
Manual Customer Invoice
Related Window Descriptions
Customer
Invoice
Procedure
To add, remove and/or
update the tax details manually:
-
Open Manual Customer Invoice. Click
the Lines tab.
-
Select an Invoice Line, Right-Click and click Tax Lines.
-
Review any tax lines that were created automatically.
-
Enter tax line information or change or remove existing information in the
Tax Lines dialog box. Note: If a Tax
Calculation Structure is entered on the invoice line, is it only possible to
change tax codes on existing tax lines. It is not possible to remove tax
lines, or enter new tax lines.
- If you
need to retrieve the default tax values, click Set Default.
- Save the information.