Manage Tax, Sales Quotation Line

Explanation

Use this function to handle taxes in connection to sales quotation line. You can enter tax information directly on the sales quotation line 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 quotation 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 part or non-inventory sales part, the tax code must be connected to the part. This is done in the Sales Part window and the Non-Inventory Sales Part window, respectively.
• 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 sales quotation 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 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 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 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 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 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 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 line is calculated as a sum of net amount and tax amount.

Window

Sales Quotation
Sales Quotation Lines

Related Window Descriptions

Sales Quotation
Sales Quotation/Quotation Lines
Sales Quotation Lines
Quotation Line Tax Lines

Procedure

Add a tax line manually:

1. Populate or query to select the required sales quotation.
2. Click the Quotation Lines tab for sales and Rental Quotation Lines for rentals.
3. Select the sales quotation 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 line, right-click,and then click Quotation Line Taxes.
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 Quotation Lines tab for sales and Rental Quotation Lines for rentals.
3. Select the sales quotation line whose tax information you want to edit, right-click,and then click Quotation Line Taxes.
4. Edit the appropriate tax code, either by entering the short code or using the List of Values.
5. Save the record.

Remove a tax line:

1. Populate or query to select the required sales quotation.
2. Click the Quotation Lines tab for sales and Rental Quotation Lines for rentals.
3. Select the sales quotation line whose tax information you want to remove, right-click and then click Quotation Line Taxes.
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 Quotation Lines tab for sales and Rental Quotation Lines for rentals.
3. Select  the sales quotation line, right-click and then click Quotation Line Taxes.
4. Click Set Default.