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.