Fields and controls
Buttons
Save
Click Save to save changes after adding a new detail for a miscellaneous receipt, or after editing a detail you added previously.
Detail Tax Class
This field appears If you are entering a miscellaneous receipt for an existing customer.
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.
Tax Amount
This field appears only if you are entering a miscellaneous receipt for an existing customer. It shows the amount of tax calculated for the tax authority for the detail.
If you are entering taxes manually, the total you enter for the tax authority on the A/R Document Taxes screen must match the sum of the taxes you enter for the document details.
You can distribute the total tax for the authority to the details using the Distribute Taxes button on the A/R Document Taxes screen, so you don't have to enter the detail amounts manually.
Tax Authority
This field appears only if you are entering a miscellaneous receipt for an existing customer.
The program lists the tax authorities for the tax group assigned to the customer. They are also shown on the A/R Document Taxes screen.
To change the tax authority for a customer, you must change the tax group on the customer record.
Tax Base
This field appears only if you are entering a miscellaneous receipt for an existing customer. The field shows the amount (before included taxes) the program used as the base to calculate sales tax for the tax authority.
On original documents to which retainage applies, if the tax on retainage will be reported when you post the retainage document, this is the detail amount before tax (or the cost, depending on the tax authority) less retainage.
Tax Included
This field appears only if you are entering a miscellaneous receipt for an existing customer. It 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.
Tax Reporting Amount
This field appears only if the specified tax group uses a different currency from the customer's currency.
It shows the total amount of tax for the detail converted to the tax reporting currency.
Tax Withheld
The amount that your customer has withheld for a detail to be remitted to a tax authority on your behalf.
Tip: You can change the amount in this field if you have not selected the Calculate Tax option on the Document Taxes screen (which you can open by clicking Taxes on the A/R Receipt Entry screen).
Total Tax
This field appears only if you are entering a miscellaneous receipt for an existing customer. It shows the total tax amount calculated for the tax authority, for the selected detail.
Overview
This screen presents all the tax information for a distribution detail. It lets you:
- Add distribution details to the miscellaneous receipt (or "cash invoice") you are entering.
- View or edit existing details.
- On documents for which you are entering taxes manually, enter the tax base and the tax amount for the detail.
Note: You must use the A/R Document Taxes screen to view or edit taxes for the document. For more information, see A/R Document Taxes Screen.