Enter Tax for Purchase Order Line Tax

Explanation

Sales and use taxes can be specified for individual purchase order lines, based on predefined tax codes. When specifying tax for purchase order lines, you can view, edit, or delete existing tax lines, and create new ones. Default tax information can also be retrieved. Sales taxes entered on purchase orders are considered estimated until invoiced and paid. This activity is also valid when updating sales and use taxes via a purchase order change order.

Prerequisites

• Purchase order lines or purchase order change order lines must have been entered and saved.
• One or more tax codes must have been established in Tax Codes window.
• The Taxable check box in the order line must be selected (not applicable to no part order lines.)
• The Pay Tax check box in the order line must be selected.
• The company must not be specified to use VAT. The value of the Tax Regime list on the Company/Invoice tab must be sales tax.

System Effects

• Tax is calculated for the purchase order or change order line and the entire purchase order or change order based on the tax code selected. The total gross amount and tax amount for the line and entire order are also calculated.
• For a company using the VAT tax regime, the tax calculation basis for the purchase order or change order line, and the entire purchase order or change order, is based on the Use Price Incl Tax check box on the Purchase Order/Misc Order Info tab.

Window

Purchase Order
Purchase Order Change Order

Related Window Descriptions

Purchase Order/Part Order Lines
Purchase Order/No Part Order Lines
Purchase Order Change Order/Part Order Lines
Purchase Order Change Order/No Part Order Lines
Purchase Order Change Order/Rental Part Order Lines
Purchase Order Line Tax Lines

Procedure

1. Select the purchase order or change order line whose tax lines you want to view.
2. Right-click, point to Order Line Details and then click Order Line Taxes. The Purchase Order Line Tax Lines window will open, displaying any existing tax lines for the purchase order. Note that for purchase order change order lines you have to, right-click and then select Order Line Taxes.
3. To add a new tax line, click New, and then click List and select a tax code. The default tax percentage for the predefined tax code is displayed. Edit as described in the previous step, if required.
4. Net amount, tax amount, and gross amount will be displayed, based on the tax values selected.
5. To view default tax information, click Set To Default.
6. To remove a tax line, select the line, then click Remove.
7. Click Save to save and close the window. The resulting amounts will be transferred to the purchase order or change order record.