Manage Tax, Project Invoice Line

Explanation

Use this activity to handle taxes in connection to a project invoice line. You can enter tax information directly on the project invoice line or work with multiple taxes. 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 the status, it is not possible to remove or enter new tax lines if a tax calculation structure is entered on the invoice line. Also, it is not possible to modify transferred tax lines of a project invoice line. Default tax information can be retrieved 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 on the Company/Tax Control/General tab under Customer Tax under Tax Code Validations, it is mandatory to enter a tax code or a tax calculation structure on invoice line.

Prerequisites

• If the tax is to be applied to a project invoice line, project invoice header information and at least one invoice line must exist in the Project Invoice window.
• Invoice should be in the status Preliminary.
• The tax codes to be applied must have been defined for the company used. This is done in the Tax Codes window.
• To calculate single tax or multiple taxes with the common tax base amount:
  • To receive default tax values from the report code, the tax code must be connected to the report code. This can be done in the Report Code Details window.
  • To receive default tax values from the taxable customer address, the tax liability must be of tax liability type Taxable and one or more tax codes must be connected to the customer's delivery address on the Customer/Address/Delivery Tax Information/Supply Country/Taxes tab.
  • To receive default tax values from the exempt customer address, the tax liability must be of tax liability type Exempt and one or more tax codes must be connected to the customer's delivery address on the Customer/Address/Delivery Tax Information/Supply Country/Tax Free Tax Codes tab.
• To calculate multiple taxes with different tax base amounts:
  • The tax calculation structure to be applied must have been defined for the company used. This is done in the Tax Calculation Structure window.
  • To receive default tax values from the taxable customer address, the tax liability must be of tax liability type Taxable and the tax calculation structure must be connected to the customer's delivery address on the Customer/Address/Delivery Tax Information/Supply Country/Taxes tab.
• To transfer taxes from Sales Contracts :
  • The Copy Contract Item Tax check box on Sales Contract/General Tab should be selected.
•   To transfer taxes from Travel Expenses :
  • The Transfer Deductible Tax check box on Report Code Details window should be selected.

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.
• 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.
• If the taxes are transferred either from Sales Contracts or Travel Expenses, the Transferred check box is automatically selected.
• Manual adjustment of the Tax Amount might be limited if you have entered values for Max Overwriting Level on Tax in Enterprise/Company/Tax Control/General tab.

Window

Project Invoice

Related Window Descriptions

Project Invoice

Procedure

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

1. Open Project Invoice. Click the Lines tab.
2. Select an Invoice Line, Right-Click and click Tax Lines.
3. Enter new tax line information or remove and/or update existing information in the Tax Lines dialog box. 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. Also, it is not possible to modify transferred tax lines of a project invoice line.
4. If you need to retrieve the default tax values, click Set Default.
5. Save the information.