O/E Detail Taxes Screen

If you selected the Calculate Tax option, this field displays the amount of tax that is due for each authority.

For each authority, Order Entry calculates a sales tax amount if:

• The customer is subject to tax.
• The order contains taxable items or taxable miscellaneous charges.
• Tax rates are specified for the tax authorities and classes in Tax Services.

If you are entering taxes manually, enter the total tax amount you calculated for each tax authority. Ensure that the amounts you enter agree with the sum of the tax amounts for the details, for each tax authority.

This field displays the tax authorities that are assigned to the tax group specified for the customer in Accounts Receivable.

If you selected the Calculate Tax option, Order Entry displays the transaction total. Any invoice or early-payment discounts are not deducted from this total.

If you are entering taxes manually, enter the total transaction amount in this field.

This column lists the tax classes assigned to the tax authority. On this screen, you can change the tax class, but not the description.

Tax classes determine whether customers are subject to or exempt from particular taxes.

These columns lists descriptions for tax classes that are assigned to the tax authority. On this screen, you can change the tax class, but not the description.

To change the tax class description or make other changes to the information for the specified tax group, use the Tax Services screens.

Tax classes determine whether customers are subject to or exempt from particular taxes.

Double-click this field to specify whether tax amounts are included in the item price or miscellaneous charge amount.

Note: You can select Yes only if the tax authority (defined in Tax Services) allows the tax to be included in the price.