Changing Tax Amounts for Order Entry Documents

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

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

Order Entry calculates sales taxes automatically if:

  • The Calculate Tax option on the Taxes tab is selected. (The option is selected by default.)

  • The customer is subject to tax.

    You enter the tax classes and tax registration numbers for each customer in Accounts Receivable. However, you can change the customer tax class for individual documents on transaction entry screens.

  • The document contains taxable items or taxable miscellaneous charges.

    Item tax classes are set up in Inventory Control, but you can change the tax classes for a detail while editing the detail line. You can also specify whether tax is included in or excluded from the price of an item.

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:

  1. 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. Type the number of the document that you want to edit, or select it using the Finder Finder button.
  2. Click the Taxes tab.
  3. Change any customer tax classes, as necessary, and then click the Calc. 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 then use the Finder Finder button to select the correct tax class.

  4. To enter taxes manually: Clear the Calculate Tax option. You cannot edit taxes or see the Dist. Taxes button if the Calculate Tax option is selected. Enter new tax amounts. You can also change the tax base, if necessary. Click the Dist. Taxes button to distribute the new tax totals automatically to all the detail lines on the document.

To change tax information for single items:

  1. 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. Type the number of the document that you want to edit, or select it using the Finder Finder button.
  2. If you are going to adjust tax amounts for details manually, clear the Calc. Taxes option. Tax amounts are not recalculated automatically unless you select the Calc. Tax option. If you want to recalculate taxes, you must select the Calculate Tax option or use the Calc. Taxes button on the Taxes tab.
  3. On the Detail table, select the detail for which you want to edit tax information, and then click the Item/Tax button or press F9.
  4. For each tax authority, as required: In the tax table at the bottom of the screen, change the Tax Class or the Tax Included field. You can change this setting only if the tax authority (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. When you are finished, click Close. The tax amounts are not recalculated until you close this window and move to another document tab.
  5. To check tax amounts for the entire document, click the Taxes tab or the Totals tab.