Manage Tax, Outgoing Supplier Invoice Line
Explanation
Use this activity to handle taxes in connection to outgoing supplier invoice lines. You can enter tax
information directly on the outgoing supplier 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
amount 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
Customer Tax Code Validations, it is mandatory to enter a tax code on the invoice line.
Note: If a Tax Calculation Structure is entered on the invoice line, is it only possible to change tax
codes on existing tax lines. It is not possible to remove tax lines, or enter new tax lines.
Prerequisites
- An outgoing supplier 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:
- To receive default tax code from the sales object, the tax liability must be of tax liability type
Taxable, the tax code or tax class must be connected to the sales object. This is done in the
Sales Objects page.
- To receive default tax values for the exempt scenario from the Supplier/Invoice/Tax
Information tab, the tax liability must be of tax liability type Exempt and there must be a
default tax free tax code specified in Tax Free Tax Code field.
- To receive default tax values for the taxable scenario from the supplier address, the tax liability must
be of tax liability type Taxable, the Use Supplier Address for Tax option must be enabled on
the Supplier/Address/Delivery Tax Information tab and one or more tax codes must be connected
to the supplier's delivery address on the Supplier/Address/Delivery Tax Information
tab.
- To receive default tax values for the taxable scenario from the company address, the tax liability must
be of tax liability type Taxable, the Use Supplier Address for Tax option must not be enabled
on the Supplier/Address/Delivery Tax Information and one or more tax codes must be connected to
the company's delivery address on the Company/Address/Tax Information tab. Use Project
Address for Tax option must not be enabled on the invoice.
- To receive default tax values for the taxable scenario from the project address, the tax liability must
be of tax liability type Taxable, the Use Supplier Address for Tax option must not be enabled
on the Supplier/Address/Delivery Tax Information and one or more tax codes must be connected to
the project delivery address on the Project/Addresses/Tax Information tab. Use Project
Address for Tax option must be enabled on the invoice.
- Tax setup to fetch and calculate multiple taxes with different tax base amounts 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.
- To receive default tax values for the taxable scenario from the supplier address, the tax liability must
be of tax liability type Taxable, the Use Supplier Address for Tax option must be enabled on
the Supplier/Address/Delivery Tax Information tab and tax calculation structure must be
connected to the supplier's delivery address on the Supplier/Address/Delivery Tax
Information tab.
- To receive default tax values for the taxable scenario from the company address, the tax liability must
be of tax liability type Taxable, the Use Supplier Address for Tax option must not be enabled
on the Supplier/Address/Delivery Tax Information and tax calculation structure must be
connected to the company's delivery address on the Company/Address/Tax Information tab.
Use Project Address for Tax option must not be enabled on the invoice.
- To receive default tax values for the taxable scenario from the project address, the tax liability must
be of tax liability type Taxable, the Use Supplier Address for Tax option must not be enabled
on the Supplier/Address/Delivery Tax Information and tax calculation structure must be
connected to the project delivery address on the Project/Addresses/Tax Information tab. Use
Project Address for Tax option must be enabled on the invoice.
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 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.
- 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.