Enter Shipment Freight Charge Tax Lines

Explanation

Use this activity to add, modify and/or remove tax lines for shipment freight charges. By clicking Set Default, you can retrieve the default tax values entered for the specific customer address.

This activity also enables you to work with multiple sales tax codes, i.e., to compose the total charge tax amount by combining several different tax codes. 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. 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 a basis for calculation of the sales tax for a line

Prerequisites

• The correct tax regime for the company must have been defined in the Company/Invoice/Tax Information tab.
• 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.
• The Taxable check box must be selected in the Sales Charge Type window for a charge to be taxed.
• A shipment record with at least one shipment freight charge line must exist.
• If the tax should be connected to a specific charge line, this charge line must previously have been entered in the Shipment window.

System Effects

• A tax line is entered and connected to a specific shipment freight charge. The Tax Lines check box on the charge line is automatically selected when a tax line is saved.
• The Tax Liability on the charge line will automatically be of type taxable.

Window

Shipment

Related Window Descriptions

Shipment
Shipment/Shipment Freight Charges

Procedure

Add a charge tax line manually:

1. Open the Shipment window and search for the required record.
2. Click on the Shipment Freight Charges tab.
3. In the Charges tab, select the charge line to which you want to add a tax line.
4. Right-click and then click Shipment Freight Charge Tax Lines.
5. On the dialog box that appears, enter the appropriate sales tax code in the Tax Code column, either by entering the short code or using the List of Values.
6. Save the record.
7. Repeat steps 1-5 for each tax you want to apply.

Modify a charge tax line:

1. Open the Shipment window and search for the required record.
2. Click on the Shipment Freight Charges tab.
3. In the Charges tab, select the charge line you want to modify.
4. Right-click and then click Shipment Freight Charge Tax Lines.
5. On the dialog box that appears, change the tax percentage or amount on the tax line.
6. Save the record.
7. To retrieve the default tax values, click Set Default.
8. If you want to edit more than one tax line, repeat steps 1-5.

Remove a charge tax line:

1. Open the Shipment window and search for the required record.
2. Click on the Shipment Freight Charges tab.
3. In the Charges tab, select the charge line related to the tax line you want to remove.
4. Right-click and then click Shipment Freight Charge Tax Lines.
5. On the dialog box that appears, select the tax line you want to remove and click Remove.
6. Save the record.