Manage Tax, Instant Invoice Line

Explanation

Use this activity to handle taxes in connection to an instant invoice line. You can enter tax information directly on the instant invoice line or work with multiple taxes in the tax lines dialog. If you enter a tax calculation structure on the invoice line, you can work with multiple taxes with different tax base amounts. Tax lines can only be entered/modified as long as the invoice is in status Preliminary. Regardless status, it is not possible to remove or enter new tax lines if tax calculation structure is entered on the invoice line. Default tax information can be retrieved by using the Set Default option.

The calculated gross, net and tax amounts are displayed in the fields at the bottom of the window.

If the Transaction Level check box is selected in the Company/Tax Control/General tab under Tax Code Validations for Customer Tax, it is mandatory to enter a tax code on the invoice line.

Prerequisites

• An Instant Invoice with at least one invoice line must exist. The tax codes to be applied must have been defined for the company used. This is done in the Tax Codes window.

• Tax setup to fetch and calculate single tax or multiple taxes with the common tax base amount:
  • Tax Liability Type Taxable: To receive default tax code from the sales object, the tax code or tax class must be connected to the sales object. This is done in the Sales Objects window.
  • Tax Liability Type Taxable: To receive default tax code(s) from the customer address, one or more tax codes must be connected to the customer's delivery address in the Customer/Address/Delivery Tax Information/Supply Country/Taxes tab.
  • Tax Liability Type Exempt: To receive default tax code from the customer address, a tax free tax code must be connected to the customer's delivery address in the Customer/Address/Delivery Tax Information/Supply Country/Tax Free Tax Codes tab.
• Tax setup to fetch and calculate multiple taxes with different tax base amounts by using tax calculation structure:
  • The tax calculation structure to be applied must have been defined for the company used. This is done in the Tax Calculation Structure window.
  • Tax Liability Type Taxable: To receive default tax codes from the customer address, the tax calculation structure must be connected to the customer's delivery address in the Customer/Address/Delivery Tax Information/Supply Country/Taxes tab.

System Effects

• Based on the tax specification for each invoice line, the tax amount per tax line is calculated. The summarized tax amount is calculated and displayed for each invoice line in the bottom of the dialog. The Tax Lines dialog can be reached in all scenarios with a detailed tax specification for each invoice line.
• If a single tax code is used, the Multiple Tax Lines check box is not selected and single tax code is displayed in the Tax Code column on the invoice line. If multiple taxes are used, the Multiple Tax Lines check box is selected on the invoice line. If multiple taxes with different tax bases are used, the tax calculation structure is displayed in the Tax Calculation Structure column on the invoice line.
• If multiple taxes with different tax bases are calculated, the tax base for each tax line is derived from the tax calculation structure definition and it is displayed in the Tax Base Amount column.

Window

Instant Invoice

Related Window Descriptions

Instant Invoice

Procedure

To add, remove and/or update the tax details manually:

1. Open Instant Invoice. Click the Lines tab.
2. Select an Invoice Line, Right-click and click Tax Lines. The Instant Invoice Tax Lines dialog appears.
3. Review any tax lines that were created automatically.
4. Enter tax line information or change or remove existing information. Note: If a Tax Calculation Structure is entered on the invoice line, is it only possible to change tax codes on existing tax lines. It is not possible to remove tax lines, or enter new tax lines.
5. If you need to retrieve the default tax values based on the tax setup on sales object and/or customer address, click Set Default.
6. Save the information.