G/L Summary of Tax Details Screen

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Adding a Journal Entry

G/L Journal Entry Screen

  1. Open General Ledger > G/L Transactions > Journal Entry.
  2. Create or open a journal entry for tax amounts (the entry type must be Sales Tax or Purchases Tax).
  3. Enter details for the journal entry.
  4. Click the Summary of Tax Details button to the right of the Tax Group field.

When entering tax amounts for sales, you can specify a customer to which the tax amounts relate.

Enter the document total (usually tax base + tax amount). The amount you enter in this field appears on the Tax Tracking report in Tax Services.

If you have specified a reference document, you can indicate the type of document.

You can specify a document to which the tax amounts relate.

This field displays the tax group specified for the journal entry.

This field displays the description of the tax group specified in the Tax Group field.

This field shows whether the tax amounts are for Sales or Purchases.

When entering tax amounts for purchases, you can specify a vendor to which the tax amounts relate.

The summary table shows totals for each tax authority assigned to the specified tax group.

This field appears only if you are entering tax amounts for purchases. It displays the total of all allocated amounts in the journal entry for a tax authority.

Enter the customer tax class.

This field appears only if you are entering tax amounts for purchases. It displays the total of all expense amounts in the journal entry for a tax authority.

Enter the item tax class.

This field appears only if you are entering tax amounts for purchases. It displays the total of all recoverable amounts in the journal entry for a tax authority.

This field displays the total of all tax amounts in the journal entry for a tax authority.

This field displays the tax authority.

Enter the tax base. The amount entered in this field is included on the tax tracking report.

Enter the vendor tax class.

Overview

Use the G/L Summary of Tax Details screen to: