Enter Quotation Charge Sales Taxes

Explanation

Use this function to handle charge tax lines in connection with sales quotations. You can add, modify, or remove tax lines. This function also enables you to work with multiple types of sales taxes, i.e., to compose the total charge tax amount by combining several different types of sales taxes. The possible combinations of tax codes (such as sales tax or VAT, or a combination thereof) are determined by the Tax Regime used by the customer. For a prospective customer, the tax information will be retrieved from the sales part if the company uses a VAT or Mixed Tax regime. If the company uses a Sales Tax regime, no tax information is retrieved for prospective customers.

You can add a new tax line and modify or remove an existing line.

The charge amount in customer currency, multiplied by the quantity displayed on the charge line, is used as the basis for calculating the sales tax for a line.

Prerequisites

• The correct Tax Regime for the company must have been defined in Company/Invoice/Tax Information.
• The tax codes to be applied must have been entered and defined for the company used. This is done in the Tax Codes window.
• To receive default tax values, the Tax Regime for the customer must have been defined in the Customer/Address/Delivery Tax Information tab.
• The tax code must be connected to the customer's delivery address in the Customer/Address/Delivery Tax Information/Supply Country/Taxes tab.
• The Taxable check box must be checked in the Sales Charge Type window for all charges to be taxed.
• A customer order header with at least one customer order line must have been entered with a taxable delivery address in the Customer Order window.
• The Tax Liability on the Sales Quotation/Delivery Information tab must be of type taxable.
• If the tax should be connected to a specific charge line, this charge line must previously have been entered with a taxable delivery address in the Sales Quotation window.

System Effects

A tax line is entered and connected to a specific sales quotation charge. The Tax line check box on the charge line is automatically filled in when a tax line has been saved.

The Tax Liability on the charge line will automatically be of type taxable.

Window

Sales Quotation

Related Window Descriptions

Sales Quotation
Sales Quotation/Charges
Charge Tax Lines

Procedure

Add a tax line:

1. Populate or query to select the desired sales quotation.
2. Click the Charges tab and select a charge line.
3. Enter the appropriate sales tax code in the Tax Code column, either by entering the short code or using the List of Values.
4. Save the record.
5. If more than one tax should be applied, select a sales quotation line, right-click, then click Charge Tax Lines.
6. Enter the appropriate sales tax code, either by entering the short code or using the List of Values.
7. Save the record.
8. Repeat steps 5-7 for each tax you want to apply.

Remove a tax line:

1. Populate and query for the desired sales quotation.
2. Select the Charges tab.
3. Mark the charge line related to the tax line to be removed, and then choose Charge Tax Lines... from the Operations menu.
4. Mark the tax line you want to remove.
5. Click Remove.
6. Save.