Manually Enter and Distribute Tax Amounts

Sage 300 ERP

Manually Enter and Distribute Tax Amounts

Follow these instructions if you do not use Calculate as the tax entry method. These instructions describe how to enter and distribute tax directly in the invoice.

  1. On the Document tab of the Invoice Entry form, enter the total amount of the invoice in the Document Total field. (Make sure you fill in all other information on the tab.)
  2. Distribute the document amount net of taxes using a distribution set or by entering individual distribution codes or general ledger account numbers manually.
  3. Click the Taxes tab.
  4. Select Enter or Distribute as the tax entry method in the Tax Amount (and/or the Tax Base) field, depending on whether you want to be able to edit the detail tax distribution. You can edit detail taxes only if you use Enter as the tax entry method.
  5. Enter the amount of each tax (and the tax bases, if you chose Enter or Distribute in the Tax Base field) from the vendor's invoice.
  6. Check the tax classes. If they are incorrect, use the Finder to select the correct classes.
  7. Click the Distribute Taxes button to allocate tax amounts proportionally to each distribution.

You can edit the amount of each tax allocation if necessary.

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