Changing the Tax Class or Tax Included Setting for a Distribution Line

If you do not select Enter as the tax entry method for an invoice, debit note, or credit note, you can change the tax allocation for a distribution line only by changing the tax class or the Tax Included status for the distribution line before you calculate and distribute taxes for the document.

To change the detail tax class or tax-included setting for a distribution line:

1. If you have not already displayed the invoice, debit note, or credit note in the A/P Invoice Entry screen:
   1. Open Accounts Payable > A/P Transactions > Invoice Entry.
   2. Select the invoice, debit note, or credit note.
2. On the detail table, highlight the distribution line for which you need to change the tax settings.
3. Click the Account/Tax button, and then press the F9 key or press Alt+U to display the Accounts/Taxes screen.

4. Change the Detail Tax Class or the Tax Included setting.

   Important! You can change the Tax Included setting only if the tax authority permits.

5. Click Save.

   Note: If you changed the detail tax class to a non-taxable class, when you calculate tax, the total tax amount is reduced and is prorated over all other distribution lines based on their percentages of the total amount.

6. Click Close to return to the A/P Invoice Entry screen.

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