About Changing the Tax Class for a Single Invoice Distribution
If you do not select Enter as the tax entry method for an invoice, debit note, or credit note, you can change the tax allocation for a distribution line only by changing the tax class or the Tax Included status for the distribution line before you calculate and distribute taxes for the document.
Before you start
Enter the invoice, debit note,or credit note, as usual.
To change the detail tax class or tax-included setting for a distribution line:
- If you have not already displayed the invoice, debit note, or credit note in the A/P Invoice Entry screen:
- Accounts Payable > A/P Transactions > Invoice Entry.
- Select the invoice, debit note, or credit note.
- On the detail table, highlight the distribution line for which you need to change the tax settings.
- Click the Edit icon
in the Line Number field to display the Detail Taxes screen. -
Change the Tax Class or the Tax Included setting.
Important! You can change the Tax Included setting only if the tax authority permits.
Note: If you changed the detail tax class to a non-taxable class, when you calculate tax, the total tax amount is reduced and is prorated over all other distribution lines based on their percentages of the total amount.
- Click Save.
- Close the screen to return to the A/P Invoice Entry screen.
After changing the tax settings for a distribution line
On the Taxes tab of the A/P Invoice Entry screen, click Calculate Taxes or Distribute Taxes.