Enter Quotation Charge Sales Taxes
Explanation
Use this function to handle charge tax lines in connection with sales quotations. You
can add, modify, or remove tax lines. This function also enables you to work with multiple
types of sales taxes, i.e., to compose the total charge tax amount by combining several
different types of sales taxes. The possible combinations of tax codes (such as
sales tax or VAT, or a combination thereof) are determined by the Tax Regime
used by the customer. For a prospective customer, the tax information will be
retrieved from the sales part if the company uses a VAT or Mixed Tax regime. If
the company uses a Sales Tax regime, no tax information is retrieved for
prospective customers.
You can add a new tax line and modify or remove an existing line.
The charge amount in customer currency, multiplied by the quantity displayed on the
charge line, is used as the basis for calculating the sales tax for a line.
Prerequisites
- The correct Tax Regime for the company must have
been defined in Company/Invoice/Tax Information.
- The tax codes to be applied must have been entered and defined for the company used. This is
done in the
Tax Codes window.
- To receive default tax values, the Tax Regime for
the customer must have been defined in the
Customer/Address/Delivery Tax
Information tab.
- The tax code must be connected to the customer's delivery address in the
Customer/Address/Delivery Tax Information/Supply
Country/Taxes tab, for the Sales Tax regime.
- The Taxable check box must be checked in the
Sales Charge Type window for all charges to be taxed.
- A sales quotation header and a taxable charge line must have been added.
- The Tax Liability on the
Sales Quotation/Delivery
Information tab must be of type taxable.
- If the tax should be connected to a specific charge line, this charge line must
previously have been entered with a taxable delivery address in the
Sales
Quotation window.
System Effects
A tax line is entered and connected to a specific sales quotation charge. The Tax line
check box on the charge line is automatically filled in when a tax line has been saved.
The Tax Liability on the charge line will automatically be of type
taxable.
Window
Sales Quotation
Related Window Descriptions
Sales Quotation
Sales Quotation/Charges
Charge Tax Lines
Procedure
Add a tax line:
- Populate or query to select the desired sales
quotation.
- Click the
Charges tab and select a charge
line.
- Enter the appropriate sales tax code in the Tax Code field, either by entering the short code or using the List of Values.
- Save the record.
- If more than one tax should be applied, select a sales quotation charge
line, right-click, then click Charge Tax Lines.
- Enter the appropriate sales tax code, either by
entering the short code or using the List of Values.
- Save the record.
- Repeat steps 5-7 for each tax you want to apply.
Remove a tax line:
- Populate and query for the desired sales quotation.
- Select the
Charges tab.
- Mark the charge line related to the tax line to be removed, and then choose Charge Tax
Lines... from the Operations menu.
- Mark the tax line you want to remove.
- Click Remove.
- Save.