A/P Detail Taxes Screen (Recurring Payables)

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A/P Recurring Payables Screen

Setting Up a Recurring Payable for a Vendor

  1. Open Accounts Payable > A/P Vendors > Recurring Payables.
  2. Use the Recurring Payable Code field to select an existing recurring payable record, or to start a new one.
  3. If you are creating a new record:
    1. Specify the vendor in the Vendor Number field.
    2. Enter invoicing information on the Invoice tab.

  4. On the Detail tab, select the distribution line you need to edit.

    Note: Add invoicing details using the table, if necessary.

  5. With the detail selected, click the Detail Tax button to display the Detail Taxes screen.

This field displays the tax class from the vendor record as the default.

You can enter or select a different tax class for a selected detail.

The estimated amount that you will withhold for a detail to be remitted to a tax authority on behalf of the vendor.

If a tax amount becomes a reverse charge, the amount is shown in this field.

Reverse chargeable tax amounts owed to a tax authority become reverse charges if the Reverse Charges Base for the tax authority is above the reverse charges threshold amount for the tax authority.

Tip: You can change the amount in this field if you select Enter or Distribute in the Tax Amount field on the Tax/Totals tab of the A/P Recurring Payables screen.

If you selected Enter as the tax amount entry method on the Tax/Totals tab, you can enter the amount of each tax that is listed for the recurring payable detail

Important! The sum of the taxes for all details must equal the total tax you enter for each tax authority on the Tax/Totals tab.

If you selected Calculate or Distribute as the tax entry method, Accounts Payable allocates the detail taxes for you.

If no tax appears, you likely selected the wrong tax group for the document.

The tax authorities that appear depend on the tax group specified on the Tax/Totals tab.

Tax authorities are the taxing bodies, such as federal, state, county, provincial, or municipal governments, that levy taxes in the areas where your company buys products.

If your business has a head office and branch offices, different taxes may apply in the different geographical locations.

This is the amount (before included taxes) used as the base for calculating tax for the tax authority.

You can change the tax base if you selected Enter as the tax entry method for the document (on the Tax Totals tab).

If you selected Calculate or Distribute as the tax entry method, you cannot change the tax base for a detail.

Select Yes if taxes charged by the tax authority are included in the prices on the detail you are entering.

The default setting comes from the vendor record. You can override this setting for single distribution lines on the Detail Accounts/Taxes screen.

Setting Up a Recurring Payable for a Vendor

Overview

Use the A/P Detail Taxes screen to check or change the tax class for each tax authority, and indicate whether tax is included or excluded in the detail you are entering.