Changing Tax Amounts for Order Entry Documents

Learn more

You can change the tax amounts on Order Entry orders, shipments, invoices, credit notes, and debit notes by changing the following settings:

The tax group and tax classes for the customer.

The customer tax group determines the tax jurisdiction (taxing authorities) for the document.

The customer tax classes determine whether the customer is subject to tax within a jurisdiction.
The tax class, taxable status, or tax amount for any of the detail lines.

Default item tax classes are assigned to items in Inventory Control.
The actual tax amounts for the entire document or for individual details.

You can also specify whether Order Entry calculates taxes automatically. More...

This topic describes how to change the actual tax amounts on a document. For more detailed information on how to change the tax group or tax classes, see Changing Tax Groups and Tax Classes for Order Entry Documents.

To change the total tax amount for a document:

Click the Taxes tab.
Change any customer tax classes, as necessary, and then click the Calculate Taxes button to see the results of the change. More...
To change a customer tax class, click in the Customer Tax Class field for the tax authority, and specify the correct tax class.
To enter taxes manually: Clear the Calculate Tax option. Enter new tax amounts. You can also change the tax base, if necessary. Click the Distribute Taxes button to distribute the new tax totals automatically to all the detail lines on the document.
Note: You cannot edit taxes or see the Distribute Taxes button if the Calculate Tax option is selected.

To change tax information for single items:

If you are going to adjust tax amounts for details manually, clear the Calculate Tax option. Tax amounts are not recalculated automatically unless you select the Calculate Tax option. If you want to recalculate taxes, you must select the Calculate Tax option or use the Calculate Taxes button on the Taxes tab.
On the Detail table of the initial tab, select the detail for which you want to edit tax information, and then click the Edit icon in the Taxes column.
For each tax authority, as required: In the tax table at the bottom of the Taxes tab, change the Tax Class or the Tax Included field. You can change this setting only if the tax authority (from the Tax Authorities screen in Tax Services) allows tax to be included in the price. To change tax amounts manually, enter the new tax base and tax amount for the detail line. The tax amounts are not recalculated until you close this window and move to another document tab.
To check tax amounts for the entire document, click the Taxes tab or the Totals tab.