Manage Tax for Business Opportunity Line

Explanation

Use this function to handle taxes in business opportunity lines.

Business Opportunity header with at least one opportunity line must exist on the Business Opportunity 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.

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.

Tax information is entered and connected to a specific business opportunity line.
If the Use Price Incl Tax option is not selected on the Business Opportunity page, net amount from the opportunity line is used as tax base. The gross amount on the opportunity line is calculated as a sum of net amount and tax amount.
If the Use Price Incl Tax option is enabled on the Business Opportunity page, gross amount from the opportunity line is used as tax base. The net amount on the opportunity line is calculated as a difference between gross amount and tax amount.
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.
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.