- Accounts Payable > A/P Transactions > Payment Entry.
- Use the Batch Number field to select an existing batch, or click the Create New Batch button to create a new batch.
- Enter a miscellaneous payment (cash invoice), as usual.
- On the detail table, select a distribution line to edit.
- Click the Edit icon
in the Line Number column.
Fields and controls
Detail Tax Class
If you are entering a miscellaneous payment for an existing vendor, the tax class from the vendor record appears as the default in this field.
You can change the tax class for a detail, if necessary.
Tax Amount
This field displays the amount of tax calculated for the tax authority for the detail.
If you are entering taxes manually, the total you enter for the tax authority on the A/P Document Taxes screen must match the sum of the taxes you enter for the document details.
Tip: You can distribute the total tax for the authority to the details using the Distribute Taxes button on the A/P Document Taxes screen, so you don't have to enter the detail amounts manually.
Tax Authority
If you are entering a miscellaneous payment for an existing vendor, the program lists the tax authorities for the tax group assigned to the vendor. (They are also shown on the A/P Document Taxes screen.)
Note: To change the tax authority for a vendor, you must change the tax group on the vendor record.
Tax Base
This field displays the amount (before included taxes) the program used as the base to calculate sales tax for the tax authority.
On original documents to which retainage applies, if the tax on retainage will be reported when you post the retainage document, this is the detail amount before tax (or the cost, depending on the tax authority) less retainage.
Tax Included
This field indicates whether the selling price includes tax.
If the record for the tax authority allows tax to be included in the selling price, you can change the field.
Total Tax
This field shows the total tax amount calculated for the tax authority, for the selected detail.
Overview
The A/P Detail Taxes screen displays tax information for a selected detail in a separate screen, so that you do not have to scroll to see all the fields.
Use this screen to:
- Change tax classes and (if the tax authority allows it) the Tax Included for a particular detail.
- On documents for which you are entering taxes manually, enter the tax base and the tax amount for the detail.
Note: You must use the A/P Document Taxes screen to view or edit taxes for the document. For more information, see A/P Document Tax Screen.