Manage Tax for Sales Quotation Line
Explanation
Use this function to handle taxes in connection to sales quotation line. You can enter tax information directly
on the sales quotation line or work with multiple taxes. If you select tax structure you can work with mutiple
taxes with different tax base amounts. If you work with multiple taxes without selecting tax structure you can add,
modify or remove tax lines. Default tax information can also be retrieved
Prerequisites
- Sales quotation header with at least one quotation line must exist on the Sales Quotation 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.
- 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 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.
System Effects
- Tax information is entered and connected to a specific sales quotation line. If single tax is calculated, the
Multiple Tax Lines option is disabled and single tax code is displayed in the Tax Code column on
the line. If multiple taxes are calculated, the Multiple Tax Lines option is enabled on the line. If
multiple taxes with different tax bases are calculated, the tax calculation structure is displayed in the Tax
Calculation Structure column on the line.
- If the Transaction Level option is enabled on the Company/Tax Control/General tab under
Customer Tax Code Validations, it is mandatory to enter a tax code or a tax
calculation structure on the sales quotation line.
- If the Use Price Incl Tax option is disabled on the Sales Quotation/Quotation Details tab,
net amount from sales quotation line is used as tax base.
- If the Use Price Incl Tax option is enabled on the Sales Quotation/Quotation Details
tab, gross amount from sales quotation line is used as tax base.
- 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.
- Tax amount is calculated for each tax line.
- Tax amount is calculated for sales quotation line.
- If the Use Price Incl Tax option is disabled on the Sales Quotation/Quotation Details tab,
gross amount on sales quotation line is calculated as a sum of net amount and tax amount.
- If the Use Price Incl Tax option is enabled on the Sales Quotation/Quotation Details tab,
net amount on sales quotation line is calculated as a difference between gross amount and tax amount.
- 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.