Manage Tax, Outgoing Supplier Invoice Line
Explanation
Use this activity to handle taxes in connection to outgoing supplier invoice
lines. You can enter tax information directly on the outgoing supplier 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 amount are displayed in the
fields at the bottom of the dialog.
If the Transaction Level option is enabled in the Company/Tax
Control/General tab under Customer Tax Code Validations,
it is mandatory to enter a tax code on the invoice line.
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.
Prerequisites
- An outgoing supplier 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 page.
- Tax setup to fetch and calculate single tax or multiple taxes with the
common tax base amount:
- To receive default tax code from the sales object, the tax liability
must be of tax liability type Taxable, the tax code or tax class
must be connected to the sales object. This is done in the Sales
Objects page.
- To receive default tax values for the exempt scenario from the
Supplier/Invoice/Tax Information tab, the tax liability
must be of tax liability type Exempt and there must be a default
tax free tax code specified in Tax Free Tax Code field.
- To receive default tax values for the taxable scenario from the
supplier address, the tax liability must be of tax liability type
Taxable, the Use Supplier Address for Tax option must be
enabled on the Supplier/Address/Delivery Tax Information
tab and one or more tax codes must be connected to the supplier's delivery
address on the Supplier/Address/Delivery Tax Information
tab.
- To receive default tax values for the taxable scenario from the
company address, the tax liability must be of tax liability type
Taxable, the Use Supplier Address for Tax option must not
be enabled on the Supplier/Address/Delivery Tax Information
and one or more tax codes must be connected to the company's delivery
address on the Company/Address/Tax Information tab.
Use Project Address for Tax option must not be enabled on the invoice.
- To receive default tax values for the taxable scenario from the
project address, the tax liability must be of tax liability type
Taxable, the Use Supplier Address for Tax option must not
be enabled on the Supplier/Address/Delivery Tax Information
and one or more tax codes must be connected to the project delivery
address on the Project/Addresses/Tax Information tab.
Use Project Address for Tax option must be enabled on the invoice.
- Tax setup to fetch and calculate multiple taxes with different tax base
amounts using tax calculation structure:
- The tax calculation structure to be applied must have been defined
for the company used. This is done in the Tax Calculation Structure
page.
- To receive default tax values for the taxable scenario from the
supplier address, the tax liability must be of tax liability type
Taxable, the Use Supplier Address for Tax option must be
enabled on the Supplier/Address/Delivery Tax Information
tab and tax calculation structure must be connected to the supplier's
delivery address on the Supplier/Address/Delivery Tax Information
tab.
- To receive default tax values for the taxable scenario from the
company address, the tax liability must be of tax liability type
Taxable, the Use Supplier Address for Tax option must not
be enabled on the Supplier/Address/Delivery Tax Information
and tax calculation structure must be connected to the company's delivery
address on the Company/Address/Tax Information tab.
Use Project Address for Tax option must not be enabled on the invoice.
- To receive default tax values for the taxable scenario from the
project address, the tax liability must be of tax liability type
Taxable, the Use Supplier Address for Tax option must not
be enabled on the Supplier/Address/Delivery Tax Information
and tax calculation structure must be connected to the project delivery
address on the Project/Addresses/Tax Information tab.
Use Project Address for Tax option must be enabled on the invoice.
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 option is
not enabled 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.
- 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.