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 option is enabled 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 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.