Change Tax Amounts on Order Entry Documents
Overview
To change tax amounts for orders, shipments, invoices, credit notes, and debit notes, you can:
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Change the tax class, taxable status, or tax amount for any of the detail lines.
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Directly change the tax amounts for the whole document or for individual details.
This topic provides instructions for directly changing the tax amounts.
For instructions on changing tax groups and tax classes, see Change Customer or Detail Tax Information on Documents.
To change the total tax amount for a document:
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Click the Taxes tab on the Order Entry, Shipment Entry, Invoice Entry, or Credit/Debit Note Entry form.
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Edit the tax class if necessary, then click the Calculate Tax button to see the results of the change.
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To enter taxes manually, clear the Calculate Taxes option (in the top-left corner of the tab), and then enter new tax amounts. You can also change the tax base if applicable.
Note: You cannot edit taxes or see the Distribute Taxes button if the Calculate Taxes option is selected.
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Click the Distribute Taxes button to automatically distribute the new tax total to the items on the order (you can also use the Distribute Taxes button on the first document tab).
To change tax information for single items:
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Click the Item/Tax... button on the first tab of the Order Entry, Shipment Entry, Invoice Entry, or Credit/Debit Note Entry form.
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Change the tax class for an authority, or the tax included option, if necessary.
Note:
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You cannot change the Tax Included setting unless the tax authority allows it. (Tax authorities are defined in Tax Services.)
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The tax amount will not be automatically recalculated until you close this window and move to another document tab.
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The tax amount will not be recalculated if you did not select the Calculate Tax option. If you want to recalculate the tax, you will have to select Calculate Tax, or use the Calculate Tax button on the Taxes tab.
To enter item tax amounts manually:
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Clear the Calculate Taxes option, select the line for which you want to change tax amounts, and then click the Item/Taxes button to open the zoomed form to change tax amounts.
Note: You must uncheck the Calculate Taxes option before you click the Item/Tax... button. You can find the Calculate Taxes checkbox just above the detail entry grid on the first tab, or on the Taxes tab.
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Enter the new tax base and tax amount for the detail line.
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When you are finished, click Close.
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To check tax amounts for the document, click the Taxes tab or click the Totals tab.