Shipment 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 customer.

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

• Change the tax class for the shipment.

• Enter the tax base and tax amount, if you are entering taxes manually.

• Enter or edit the customer's tax registration number.

• Automatically prorate/distribute tax amounts to individual details on the shipment.

Click these buttons for more help:

For information about a different tab, click its name:

To manually enter item tax amounts:

1. Uncheck the Calculate Tax checkbox on the Shipment tab or on the Taxes tab.

2. Highlight the detail line for which you want to change/edit tax amounts.

3. Click the Item/Tax... button or press F9.

4. 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:

1. Uncheck the Calculate Tax checkbox on the Shipment tab or on the Taxes tab.

2. 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.

3. 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):

1. Uncheck the Calculate Tax Reporting checkbox on the Taxes tab.

2. Enter the tax reporting amount.

3. Choose the Rates page, and click the Derive Rate button to select the actual exchange rate for the tax reporting amount.

See also

Enter Taxes Manually

Shipment Entry — overview