Manage Tax, Project Invoice Line
Explanation
Use this activity to handle taxes in connection to a project invoice line. You can enter tax information
directly on the project invoice line or work with multiple taxes. 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 the status, it is not possible
to remove or enter new tax lines if a tax calculation structure is entered on the invoice line. Also, it is not
possible to modify transferred tax lines of a project invoice line. Default tax information can be retrieved 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 on the Company/Tax Control/General tab under
Customer Tax under Tax Code Validations, it is mandatory to enter a tax code or a tax calculation
structure on invoice line.
Prerequisites
- If the tax is to be applied to a project invoice line, project invoice header information and at least one
invoice line must exist in the Project Invoice window.
- Invoice should be in the status Preliminary.
- The tax codes to be applied must have been defined for the company used. This is done in the Tax
Codes window.
- To calculate single tax or multiple taxes with the common tax base amount:
- To receive default tax values from the report code, the tax code must be connected to the report code.
This can be done in the Report Code Details window.
- 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/Supply Country/Taxes tab.
- To receive default tax values from the exempt customer address, the tax liability must be of tax
liability type Exempt and one or more tax codes must be connected to the customer's delivery
address on the Customer/Address/Delivery Tax Information/Supply Country/Tax Free Tax Codes
tab.
- To calculate multiple taxes with different tax base amounts:
- 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 on the Customer/Address/Delivery Tax Information/Supply Country/Taxes
tab.
- To transfer taxes from Sales Contracts :
- The Copy Contract Item Tax option on Sales Contract/General Tab should be
enabled.
- To transfer taxes from Travel Expenses :
- The Transfer Deductible Tax option on Report Code Details window should be
enabled.
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.
- 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.
- If the taxes are transferred either from Sales Contracts or Travel Expenses, the Transferred option is
automatically enabled.
- 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.