Entering and Distributing Tax Amounts

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You can manually enter item tax amounts for each detail on an Order Entry document, or you can enter total tax amounts for the document, and distribute tax amounts to document details.

To enter item tax amounts manually:

Open a transaction entry screen, such as O/E Order Entry.
Clear the Calculate Taxes option.
Select a detail line for which you want to edit tax amounts, and then click the Edit icon in the Taxes column.
The O/E Detail Taxes screen appears.
For each tax authority, change the sales tax class, tax base, and tax amount, as required.

To enter document taxes manually, and distribute tax amounts to details:

Open a transaction entry screen, such as O/E Order Entry.
On the Taxes tab, clear the Calculate Tax option.
Change the tax class, tax base, tax amount, and tax reporting amount (if reporting tax in another currency), as required.
Click the Distribute Taxes button to distribute the amounts on the Taxes tab to the individual document detail lines.

Note: If you entered tax amounts for individual detail lines, do not redistribute the total. You will overwrite the entries that you made for document details.

To manually enter tax reporting amounts (if reporting tax in another currency):

Open a transaction entry screen, such as O/E Order Entry.
On the Taxes tab, clear the Calculate Tax Reporting option.
For each tax authority, enter the correct tax reporting amount.
On the Rates tab, click the Derive Rate button.
Order Entry automatically prorates and allocates to document details the total tax amount you entered.