Order Entry form -- Taxes tab

Sage ERP Accpac Order Entry 6.0

$image\field_bt.gif$ Order Entry — Taxes Tab

Use this tab to:

Choose to manually or automatically calculate taxes.
Choose automatic tax calculation for tax reporting (if you report taxes in a different currency), or enter the tax reporting amounts manually.
Check the tax information that applies to the order for the customer.
Change the customer tax class for the order.

To change the tax status of an item, click the Item/Tax... button on the Invoice tab

Enter the tax base and tax amount, if you are entering taxes manually.
Enter or edit the customer's tax exemption number.
Automatically prorate tax amounts for individual details on the order.

Click these buttons for more help:

$image\ebx_-1979385979.gif$ Finder	$image\ebx_600723840.gif$ New	$image\ebx_693517794.gif$ or $image\ebx_-1684461220.gif$ Zoom	$image\ebx_-1705529621.gif$ Drop-Down Lists
Calculate Taxes	Calculate Tax Reporting	Distribute Taxes

For information about a different tab, click its name:

Order	Customer	Retainage	Optional Fields
Sales Split	Rates	Totals

To manually enter item tax amounts:

Uncheck the Calculate Tax checkbox on the Order tab or on the Taxes tab.
Highlight the detail line for which you want to change/edit tax amounts.
Click the Item/Tax... button or press F9.
As required, change the tax class, tax base, tax amount, and tax reporting amount (if reporting tax in another currency).

To manually enter and distribute document tax amounts:

Uncheck the Calculate Tax checkbox on the Order tab or on the Taxes tab.
On the Taxes tab, change the customer tax class, tax base, tax amount, and tax reporting amount (if reporting tax in another currency), as required.
Click the Dist. Taxes button to distribute the amounts on the Taxes tab to the individual document detail lines.

Note: If you entered tax amounts for individual detail lines, do not redistribute the total. You will overwrite the entries that you made for document details.

To manually enter tax reporting amounts (if reporting tax in another currency):

Uncheck the Calculate Tax Reporting checkbox on the Taxes tab.
Enter the tax reporting amount.
Choose the Rates page, and click the Derive Rate button to select the actual exchange rate for the tax reporting amount.