Manage Tax, Sales Quotation Charge

Explanation

Use this function to handle taxes in connection to sales quotation charge. You can enter tax information directly on the sales quotation charge or work with multiple taxes. If you select tax structure you can work with mutiple taxes with different tax base amounts. If you work with multiple taxes without selecting tax structure you can add, modify or remove tax lines. Default tax information can also be retrieved

Prerequisites

• Sales quotation header with at least one charge line must exist in the Sales Quotation window.
• 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 sales charge type, the tax code must be connected to the charge. This is done in the Sales Charge Type 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 tax free tax code 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.

System Effects

• Tax information is entered and connected to a specific charge line. If single tax is calculated, the Multiple Tax Lines check box is not selected and single tax code is displayed in the Tax Code column on the line. If multiple taxes are calculated, the Multiple Tax Lines check box is selected on the line. If multiple taxes with different tax bases are calculated, the tax calculation structure is displayed in the Tax Calculation Structure column on the line.
• 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 the sales quotation charge line.
• If the Use Price Incl Tax check box is not selected on the Sales Quotation/Misc Quotation Info tab, net amount from sales quotation charge line is used  as tax base.
• If the Use Price Incl Tax check box is selected on the Sales Quotation/Misc Quotation Info tab, gross amount from sales quotation charge line is used as tax base.
• 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/Curr column.
• Tax amount is calculated for each tax line.
• Tax amount is calculated for sales quotation charge line.
• If the Use Price Incl Tax check box is not selected on the Sales Quotation/Misc Quotation Info tab, gross amount on sales quotation charge line is calculated as a sum of net amount and tax amount.
• If the Use Price Incl Tax check box is selected on the Sales Quotation/Misc Quotation Info tab, net amount on sales quotation charge line is calculated as a difference between gross amount and tax amount.
• If multiple taxes with different tax bases are calculated, gross amount on sales quotation charge line is calculated as a sum of net amount and tax amount.

Window

Sales Quotation

Related Window Descriptions

Sales Quotation
Sales Quotation/Charges
Charge Tax Lines

Procedure

Add a tax line manually:

1. Populate or query to select the required sales quotation.
2. Click the Charges tab.
3. Select the sales quotation charge line whose tax information you want to add.
4. If you want to use single tax code, enter the appropriate tax code in the Tax Code column, either by entering the short code or using the List of Values.
5. If you want to use tax calculation structure, enter the appropriate tax calculation structure in the Tax Calculation Structure column, either by entering the short code or using the List of Values.
6. Save the record.
7. If you want to enter more tax codes for the sales quotation charge line, right-click, then click Charge Tax Lines.
8. Enter the appropriate tax code, either by entering the short code or using the List of Values. Note: You can only add a new tax line when tax calculation structure is not used.
9. Save the record.

Edit a tax line manually:

1. Populate or query to select the required sales quotation.
2. Click the Charges tab.
3. Select the sales quotation charge line whose tax information you want to edit, right-click, then click Charge Tax Lines.
4. Edit the appropriate tax code in the Tax Code column, either by entering the short code or using the List of Values.
5. Save the record.

Remove a tax line manually:

1. Populate or query to select the required sales quotation.
2. Select the Charges tab.
3. Select the sales quotation charge line whose tax information you want to remove, right-click, then click Charge Tax Lines.
4. Select the tax line you want to remove.
5. Click Remove. Note: You can only remove a tax line when tax calculation structure is not used.
6. Save the record.

Retrieve the default tax values:

1. Populate or query to select the required sales quotation.
2. Click the Charges tab.
3. Select the sales quotation charge line, right-click, then click Charge Tax Lines.
4. Click Set Default.