Changing Tax Groups and Tax Classes for Order Entry Documents

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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.

This topic describes how to change the tax jurisdiction and taxable status of an Order Entry document. For information on changing tax amounts directly, see Changing Tax Amounts for Order Entry Documents.

Note: You cannot change information for a completed order, for an invoiced shipment, or for a posted invoice.

To change the customer tax group or the tax classes for an Order Entry document:

Display the document whose tax information you want to change. More...
1. Open Order Entry > O/E Transactions.
2. Open Order Entry, Shipment Entry, Invoice Entry, or Credit/Debit Note Entry.
3. Specify the number of the document that you want to edit.
To change the tax authorities (jurisdiction) for the document, change the customer tax group, as follows:
1. Click the Customer tab.
2. In the Tax Group field, specify the new tax group code.
To change whether the customer is taxable, change the customer tax class, as follows:
1. Click the Taxes tab.
2. In the Tax Class field for each tax authority, enter the correct customer tax class for this document.
3. In the Registration Number field, enter a tax registration number, if necessary.
To change the tax class or the Tax Included status for an item or miscellaneous charge:
1. Click the first tab for the document.
2. On the Detail table, select the detail for which you want to edit tax information, and then click the Edit icon in the Taxes column.
3. For each tax authority, as required:
  1. On the tax table at the bottom of the screen, for each tax authority, change the Tax Class.
  2. Change the Tax Included setting, if necessary.
    Note: You can change this setting only if the tax authority (on the Tax Authorities screen in Tax Services) allows tax to be included in the price.
4. Click Save.
When you have finished editing the document, post it.