Credit/Debit
Note Entry — Taxes Tab
Use this tab to:
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Check the tax information that applies to the credit or debit note.
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Change the customer tax class for the credit or debit note.
To change the tax status of an item, click the Item/Tax... button on the Credit/Debit tab.
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Enter or edit the customer's tax exemption number.
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Choose automatic tax calculation, or enter the tax amounts manually.
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Choose automatic tax calculation for tax reporting, or enter the tax reporting amounts manually.
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Automatically distribute manually-entered tax amounts.
Click these buttons for more help:
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Finder
Click the following links for information about the other tabs in the Credit/Debit Note Entry form:
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To manually enter item tax amounts:
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Uncheck the Calculate Tax checkbox on the Credit/Debit tab or on the Taxes tab.
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Highlight the detail line for which you want to change/edit tax amounts.
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Click the Item/Tax... button or press F9.
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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:
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Uncheck the Calculate Tax checkbox on the Credit/Debit tab or on the Taxes tab.
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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.
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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):
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Uncheck the Calculate Tax Reporting checkbox on the Taxes tab.
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Enter the tax reporting amount.
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Choose the Rates page, and click the Derive Rate button to select the actual exchange rate for the tax reporting amount.
See also