Manage Tax for Sales Quotation Line
Explanation
Use this function to handle taxes in connection to sales quotation line.
You can enter tax information directly on the sales quotation line or work with
multiple taxes. If you select tax structure you can work with mutiple taxes
with different tax base amounts. If you work with multiple taxes without selecting
tax structure you can add, modify or remove tax lines. Default tax information
can also be retrieved
Prerequisites
- Sales quotation header with at least one quotation line must exist on
the Sales Quotation
page.
- The tax codes to be applied must have been defined for the company used.
This is done on the Tax Codes page.
- To calculate single tax or multiple taxes with the common tax base amount
- To receive default tax values from the sales part or non-inventory
sales part, the tax code must be connected to the part. This is done
on the Sales Part page and the
Non-Inventory Sales Part page, respectively.
- 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
tab.
- To receive default tax values from the exempt customer address,
the tax liability must be of tax liability type Exempt and tax
free tax code must be connected to the customer's delivery address on
the Customer/Address/Delivery Tax Information
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 on the Tax
Calculation Structure page.
- 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 tab.
System Effects
- Tax information is entered and connected to a specific sales quotation
line. If single tax is calculated, the Multiple Tax Lines option
is disabled and single tax code is displayed in the Tax Code column
on the line. If multiple taxes are calculated, the Multiple Tax Lines
option is enabled on the line. If multiple taxes with different tax bases
are calculated, the tax calculation structure is displayed in the Tax
Calculation Structure column on the line.
- If the Transaction Level option is enabled on the
Company/Tax Control/General tab under
Customer Tax Code Validations, it is mandatory
to enter a tax code or a tax calculation structure on the sales quotation
line.
- If the Use Price Incl Tax option is disabled on the
Sales Quotation/Quotation Details tab, net
amount from sales quotation line is used as tax base.
- If the Use Price Incl Tax option is enabled on the
Sales Quotation/Quotation Details tab,
gross amount from sales quotation line is used as tax base.
- 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/Curr column.
- Tax amount is calculated for each tax line.
- Tax amount is calculated for sales quotation line.
- If the Use Price Incl Tax option is disabled on the
Sales Quotation/Quotation Details tab, gross
amount on sales quotation line is calculated as a sum of net amount and
tax amount.
- If the Use Price Incl Tax option is enabled on the
Sales Quotation/Quotation Details tab, net
amount on sales quotation line is calculated as a difference between gross
amount and tax amount.
- If multiple taxes with different tax bases are calculated, gross amount
on sales quotation line is calculated as a sum of net amount and tax amount.