You can change tax information and options for existing invoices, debit notes, and credit notes.
Before you start
- On the A/R Invoice Entry screen, display the document for which you want to change taxes.
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Decide whether you want to enter taxes manually or let Accounts Receivable calculate all taxes for you.
Tip: If you want to calculates all taxes automatically when you add or save invoices, you can select Calculate Tax Amounts Automatically as the default for Accounts Receivable on the Transactions tab of the A/R Options screen. In a multicurrency system, you can also select Calculate Tax Reporting Amounts Automatically. You can change the tax calculation method for particular invoices.
To change taxes for a document:
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With the document displayed on the A/R Invoice Entry screen, click the Taxes tab.
The customer's tax group (from the customer record) is displayed automatically, but you can change it.
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If you want to change the tax group for this document, specify a different tax group.
In a multicurrency ledger, if the tax group does not use the customer’s currency, Tax Reporting fields appear. You can change the rate type, rate date, and exchange rate for the tax reporting currency, and let Accounts Receivable calculate the Tax Reporting amounts for each authority.
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If you want Accounts Receivable to calculate all tax amounts automatically, select the Calculate Tax option on the Taxes tab.
If you want to enter tax amounts manually, and you do not want Accounts Receivable to recalculate taxes when you add or save the document:
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Clear the following options:
- Calculate Tax
- Calculate Tax Reporting (if it is available, and you want to enter tax reporting information manually for the invoice and its details)
Tip: If you need to recalculate the tax for the document, click the Calculate Tax button. Accounts Receivable does not calculate any tax for the invoice unless you click Calculate Tax on the Taxes tab.
- To prorate and allocate the total tax amount from the Taxes tab to document details, click the Distribute Tax button.
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If you entered tax reporting amounts manually and you want to calculate the implicit exchange rate for the tax reporting currency, click the Derive Rates button.
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- To change the customer’s tax class for the invoice, select a different class for a tax authority.
To change taxes for an invoice detail:
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On the Document tab, select the detail line, and then click Detail Tax.
- On the A/R Detail Taxes screen:
- Change the tax classes assigned to the detail.
- Specify whether tax is included in the detail amount.
- Enter taxes manually for a detail (if the Calculate Tax option is not selected on the Taxes tab).
- Click the Taxes tab to check tax amounts for the document and compare the totals on the screen with the totals on the source document.