Enter Customer Tax Lines

Explanation

The Enter Customer Tax Lines activity is used to enter multiple tax lines, if you want to use more than one tax code per invoice line. This applies for all companies (e.g., companies using Sales Tax regimes, VAT and Mixed Tax regimes) where more than one tax code is connected to the invoice line.        

Prerequisites

The Tax Code tab in Company in the Enterprise module must be used and contain information. This is described in Set up System Basics. A customer invoice or an Instant Invoice with invoice lines must also exist.

System Effects

As a result of this entry a detailed tax specification on each invoice line is entered.

Window

Manual Customer Invoice
Instant Invoice

Related Window Descriptions

Customer Invoice
Instant Invoice
Invoicing in IFS Distribution - Customer Invoice/Lines

Procedure

To enter tax lines:

1. Open Manual Customer Invoice or Instant Invoice. Click the Lines tab.
2. Select an Invoice Line, Right-Click and click Tax Lines.
3. Enter tax line information in the Customer Invoice Tax Lines dialog box.
4. If you need  to retrieve the default tax values entered for the specific customer address, click Set Default.
5. Save the information.