A/R Detail Taxes Screen (Recurring Charges)

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A/R Recurring Charges Screen

  1. Open Accounts Receivable > A/R Customers > Recurring Charges.
  2. On the Detail tab:
    1. In the Invoice Type field, select Item or Summary.
    2. Click the Edit icon Image of Edit button. in the Taxes column of the detail you want to edit.

This field displays the amount code for the detail you are entering.

Use this field to enter a comment for the recurring charge detail.

Select this option to specify whether discounts apply to the specified detail entry.

The tax class from the customer record appears as the default in this field, but you can change the tax class for the detail if necessary.

The distribution code identifies the general ledger revenue account for the detail. If you prefer, you can enter the general ledger account number manually.

If you are using the A/R Detail Accounts/Taxes screen (select a detail line, and then click Account/Tax or press F9), the description for the code also appears.

When you enter a distribution code, the program displays the description for the code in the Description field.

You can use the displayed description or type another description for the detail.

The estimated amount that your customer will withhold for a detail to be remitted to a tax authority on your behalf.

This field displays the line number of the specified detail for the A/R Detail Taxes screen. You can specify a different line number, or create a new one.

Select this option to apply optional fields to the specified detail entry.

You can edit the optional fields by clicking the link to the right of the field.

Select this option to include the comment in the printed report of the detail entry.

This field appears on the A/R Detail Account/Taxes screen and on the Detail tab of the A/R Recurring Charges screen.

If you did not enter a distribution code, or if you want to change the revenue account for this detail, enter the general ledger revenue account number to which you post transactions entered for the customer.

A description of the specified revenue account displays in the Revenue Account Description field.

The amount of tax calculated for the tax authority for an invoice detail.

If you are entering taxes manually, the total you enter for the tax authority on the Taxes tab must match the sum of the taxes you enter for the document details.

The tax authorities for the tax group assigned to the customer are listed on the Tax/Totals tab. They are also shown for each detail on the A/R Detail Accounts/Taxes screen.

To change the tax authority for a customer, you must change the tax group on the customer record.

This is the amount (before included taxes) that will be used to calculate tax for each tax authority.

This field indicates whether the selling price includes tax.

If the record for the tax authority allows tax to be included in the selling price, you can change the field.

Overview

Use the A/R Detail Taxes screen to change tax classes and (if the tax authority allows it) the Tax Included field for a particular detail.

You must use the Tax/Totals tab to change the tax class or the tax group for the recurring charge.

Note: If the Calculate Tax option is selected on the Tax/Totals tab, tax amounts appear on the A/R Detail Taxes screen. These are not necessarily the amounts that will be calculated for the invoice (tax rates can change in the interim), but they provides an estimate of the taxes that may be due.