Entering Taxes Manually

For each transaction you enter, and for each detail line included in the transaction, you can enter taxes manually or Order Entry can calculate taxes automatically. More...

Note: If an order is job related and you select the Project Invoicing option, you cannot enter taxes manually. The Calculate Tax option is automatically selected, and you cannot change it.

When you enter taxes manually, you must enter the following information for each authority within the tax group:

  • The total tax amount
  • The tax amount for each detail included in the transaction

You can enter the total tax amount for each authority and then enter the tax for individual details, or you can enter the taxes for each detail first and then enter the total amounts.

Important! The total tax amounts must equal the sum of the detail taxes entered for each authority.

To enter taxes manually for a transaction:

  1. Open  Order Entry > O/E Transactions.
  2. Open  Order Entry, Shipment Entry, or Invoice Entry.
  3. Clear the Calculate Tax option if it is selected.
  4. Enter order information and item details. More...

    For more information about entering information and details, see Entering an Order .

    For more information about specific fields and controls on the O/E Order Entry screen, see O/E Order Entry Screen.

  5. On the Taxes tab, enter the tax base and total tax amounts for each tax authority.

    Note: You can review tax amounts for document details on the O/E Items/Taxes screen. For more information, see O/E Items/Taxes Screen .

  6. If you want to prorate the total tax amount to document details, click Dist. Taxes.

    Note: If you click Calc. Taxes, Order Entry calculates tax amounts and replaces any tax amounts you have entered manually.

    Order Entry automatically prorates and allocates to document details the total tax amount you entered.

    You can also enter tax amounts manually for each detail line, as described in the next procedure.

  7. Review remaining transaction information and details, and then post the transaction.

Tip: To allocate the total tax amounts automatically to individual items, click the Dist. Tax button on the Taxes tab.

To enter taxes manually for a detail line:

  1. Open  Order Entry > O/E Transactions.
  2. Open  Order Entry, Shipment Entry, or Invoice Entry.

  3. On the Detail table, select the detail line for which you want to adjust taxes, and then click the Item/Tax button.

    The O/E Items/Taxes screen appears.

  4. On the tax table at the bottom of the screen, in the Tax Base and Tax Amount columns, enter the tax base and tax amount you have calculated for the detail line.

    Important! After entering the tax base and tax amount for all detail lines, ensure that the sum of the taxes for the details equals the total tax amount you entered in the Tax Amount column on the Taxes tab of the O/E Order Entry screen.

  5. Review remaining information and details, and then post the document.

You can allocate taxes manually to partial shipments.

If you partially ship and invoice an order for which taxes have been entered manually, a message asks whether you want the program to recalculate taxes.

  • If you want Order Entry to recalculate taxes for the invoice (for the items shipped) and for the order (for the items remaining on order), click Yes.
  • If you want to post the invoice without recalculating taxes for the invoice and the order, click No. The invoice will be posted with the full tax amounts specified on the order.
  • If you want to cancel posting and return to the transaction entry screen to enter recalculated taxes manually, click Cancel.