Manage Tax, Instant Invoice Line
Explanation
Use this activity to handle taxes in connection to an instant invoice line.
You can enter tax information directly on the instant 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 dialog.
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
- An Instant 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:
- Tax Liability Type Taxable: To receive default tax code from
the sales object, the tax code or tax class must be connected to the
sales object. This is done in the Sales Objects
page.
- Tax Liability Type Taxable: To receive default tax code(s)
from the customer address, one or more tax codes must be connected to
the customer's delivery address in the Customer/Address/Delivery
Tax Information/Supply Country/Taxes tab.
- Tax Liability Type Exempt: To receive default tax code from
the customer address, a tax free tax code must be connected to the customer's
delivery address in the Customer/Address/Delivery
Tax Information/Supply Country/Tax Free Tax Codes tab.
- Tax setup to fetch and calculate multiple taxes with different tax base
amounts by 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.
- Tax Liability Type Taxable: To receive default tax codes
from the customer address, 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
not enabled and single tax code is displayed in the Tax Code 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 field 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 field.