Document Taxes

The applicable tax codes, descriptions, taxable amounts, rates and taxes display, that will be charged on this document.
If the Tax % rate is incorrect, it can be changed in Tax Codes.

Modifying Document Taxes in the window:
The ability to change the dollar amounts calculated for taxes on the document is controlled by the Prevent Change To Document Tax Totals as set in the Company Taxing Parameters.

• If your firm permits changes to Document Tax Totals, then the calculated dollar total per Tax Code can be over-typed.
• If your firm does NOT permit changes to document Tax totals, then no changes can be made to the taxes in this window regardless of role permission to change the Tax Codes.

The ability to change the Tax Codes themselves is controlled by operator permission setup in Security Role Permissions, however if the Prevent Change To Document Tax Totals is NOT set in the Company Taxing Parameters, then Tax Codes cannot be changed in this window regardless of role permission

• If your firm permits changes to document Tax totals, and if the operator has role permission to add further tax codes, taxes records can be changed, added, and deleted, in this window.
  Tax codes can be viewed and selected from the drop-down list provided.
  Enter the Taxable Amount on which to base the tax charge. The rate used to calculate the Tax amount, defaults from Tax Maintenance Overview.
• If your firm does NOT permit changes to document Tax totals, then no changes can be made to the calculated taxes in this window regardless of role permission to change the Tax Codes.

The prompts include:

SEQ

The taxes will display in sequence number order.

TAX CODE

The tax codes, such as GST/PST/SST, which apply to this invoice will appear.
If the operator has role permission additional tax codes can be added.

DESCRIPTION

The description for this tax code appears, such as SALES TAX, STATE TAX.

TAXABLE AMOUNT

This is the invoice amount on which the tax has been calculated.

TAX RATE

The tax rate is the sales tax percentage applicable to this invoice.
If the rate is incorrect, it must be changed in Tax Codes.

TAX AMOUNT

This is the total amount of tax charged on this invoice.
The ability to over-ride the tax amount to be charged on a document is controlled by the Company Taxing Parameters flag Prompt For Document Taxes.

Note: If this amount is over-typed, any subsequent reviewing of the invoice will recalculate the Tax, causing the overridden amount to be replaced. Thus it will have to be over-typed again. The final tax amount will equal the last time the invoice was reviewed (changed or examined on screen).

Finished?

Click OK to accept the taxes to be charged.

Note: If the Taxes are being viewed for a Work Order Invoice, this window is display only and the taxes cannot be changed.