Detail Information
You can select a detail on a detail-entry grid on any transaction-entry form, then click the Item/Tax button to open a separate form that lets you view, or edit, information for the selected detail and add new details.
If you are entering an additional cost, you can click the Cost/Tax button to open a similar form that displays a single additional cost detail.
You can also open the form by selecting the item or additional cost
detail, then clicking the Zoom button (
).
Tax Information on the Detail Form
The Detail Items/Taxes form and the Detail Costs/Taxes form provide additional tax information for the detail that you do not see on the detail-entry grid. You can check the tax information for the detail, and you can change the tax class and the tax-included status for each tax authority (if the vendor's tax authority allows tax-included costs).
The Detail Items/Taxes form shows, for the selected detail:
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Tax authorities and their descriptions in the vendor's tax group.
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Detail tax class — whether the item is taxable.
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Tax Included option — whether tax is included in the cost (the default choice for this option is provided from the vendor record in Accounts Payable).
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Tax amount — the total of allocated, recoverable, and expensed tax amounts for each authority.
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Allocated tax — the total tax amount that was allocated to the selected detail line for the tax authority.
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Recoverable tax — a tax amount that is refundable.
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Expensed tax — if the tax is expensed rather than included in the value of inventory.
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Tax included — the tax that is included in the cost of the item.
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Tax base — the amount on which the tax is based.
You specify whether a tax is allocated, recoverable, or expensed, and assign the general ledger account for the tax in the Tax Authorities form in Tax Services.
Detail tax calculation
Tax amounts are calculated for details when you post the transaction or click the Totals tab on the form.
To check tax amounts for details before posting a transaction, select the detail on the detail entry grid, click the Item/Tax button to open the Items/Taxes form, then click the Calculate Taxes button. The program calculates taxes for the entire document, not just for the detail you were editing.
If you edit a tax amount on the Taxes tab, and then use the Calculate Tax button, the program uses the tax tables in Tax Services and your selections for the tax class and the tax-included option to recalculate taxes.
Once taxes are calculated, you can see the allocated tax, tax-included, and net-of-tax amounts for a detail on the detail line, but you cannot change any information in these fields.
See also