Manage Tax, Project Invoice Line
Explanation
Use this activity to handle taxes in connection to a project invoice line.
You can enter tax information directly on the project invoice line or work with
multiple taxes. 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 the status, it is not possible to remove or enter new tax lines if
a tax calculation structure is entered on the invoice line. Also, it is not
possible to modify transferred tax lines of a project invoice line. Default
tax information can be retrieved 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 option is enabled on the Company/Tax
Control/General tab under Customer Tax under Tax Code Validations,
it is mandatory to enter a tax code or a tax calculation structure on invoice
line.
Prerequisites
- If the tax is to be applied to a project invoice line, project invoice
header information and at least one invoice line must exist in the
Project Invoice window.
- Invoice should be in the status Preliminary.
- The tax codes to be applied must have been defined for the company used.
This is done in the Tax Codes window.
- To calculate single tax or multiple taxes with the common tax base amount:
- To receive default tax values from the report code, the tax code
must be connected to the report code. This can be done in the
Report Code Details window.
- To receive default tax values from the taxable customer address,
the tax liability must be of tax liability type Taxable and one
or more tax codes must be connected to the customer's delivery address
on the Customer/Address/Delivery Tax Information/Supply Country/Taxes
tab.
- To receive default tax values from the exempt customer address,
the tax liability must be of tax liability type Exempt and one
or more tax codes must be connected to the customer's delivery address
on the Customer/Address/Delivery Tax Information/Supply Country/Tax
Free Tax Codes tab.
- To calculate multiple taxes with different tax base amounts:
- 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 on the Customer/Address/Delivery Tax Information/Supply
Country/Taxes tab.
- To transfer taxes from Sales Contracts :
- The Copy Contract Item Tax option on Sales Contract/General
Tab should be enabled.
- To transfer taxes from Travel Expenses :
- The Transfer Deductible Tax option on Report Code Details
window should be enabled.
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.
- If a single tax code is used, the Multiple Tax Lines option is
disabled and single tax code is displayed in the Tax Code column
on the invoice line. If multiple taxes are used, the Multiple Tax Lines
option is enabled 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.
- If the taxes are transferred either from Sales Contracts or Travel Expenses,
the Transferred option is automatically enabled.
- Manual adjustment of the Tax Amount might be limited if you have entered
values for Max Overwriting Level on Tax in Enterprise/Company/Tax
Control/General tab.