A/R Document Taxes Screen

Select this option if you want Accounts Receivable to calculate sales taxes automatically for you.

If you clear this option (for example, if you are adding details that already include tax or are not taxable):

• Taxes are not automatically calculated.
• Tax amounts are not recalculated when you change the tax group or tax classes on invoices, credit notes, or debit notes. You must enter the tax amount manually for each tax authority.

The Tax Amount field shows the amount of tax calculated for the tax authority on an invoice for which the program calculates tax automatically.

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 (on the A/R Detail Taxes screen).

The tax authorities for the tax group assigned to the customer are listed 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.

The amount (before included taxes) used as the base for calculating sales tax for the tax authority.

The customer tax class is assigned in the customer record and is displayed as the default in this field.

However, for many tax authorities, the tax class varies depending on the purpose of the goods or services being purchased. If necessary, you can change the tax class for the document on the Taxes tab.

Tax groups specify the authorities that tax the customer and assign the customer's tax classes in each authority. (Tax classes determine the specific classification for a tax, such as which rate is applied or whether the customer is exempt.)

The customer's tax group is displayed as the default for the document, but you can assign a different tax group, if necessary.

You can also change the tax class for an authority, but to change tax rates, you must use the Tax Services.

In multicurrency ledgers, if you change the tax group to one that uses a different currency than the customer, you can choose whether to let the program calculate the tax reporting amount, and you can change the tax type, rate date, and exchange rate for the tax reporting currency.

This field indicates whether the total amount includes tax.

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

This field shows the tax amount converted to the tax reporting currency specified for the tax authority (in Tax Services).

This field appears in the A/R Document Taxes screen if the currency for the tax group you specified for the document is different from the customer's currency.

The program displays the currency code for the tax group, and you cannot change it.

Accounts Receivable uses this exchange rate to calculate the tax reporting amount in the tax reporting currency.

The program displays the exchange rate specified for the tax reporting currency, rate type, and rate date in the A/R Currency screens.

This is the date that is entered with the displayed exchange rate in the Currency screens. You can use the displayed date or enter another date, to display the rate that is entered for the new date.

Enter the code for the kind of rate you want to use when converting multicurrency amounts to functional currency. Examples of rate types might be "spot rate," "average rate," and "contract rate."

You must type a valid rate type or select one from the Finder.

You define rate types using the Currency Rate Types screen.

This field appears only if the currency for the tax group is different from the customer's currency. It shows the amount of tax to be reported on tax tracking reports for all the tax authorities listed on the invoice.

The total amount that your customer has withheld for a transaction 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.

This is the total amount of tax calculated for the document.