Tax Detail

This window is available to open from the Check Request Entry page and the Receive/Match Invoice screen when the type is Shipment/Invoice or Invoice.  From this screen the user can modify the Tax Detail ID's, select new Tax Detail ID's and also modify the tax amounts manually.  When the transaction is posted the specified tax information will flow into the GP Shipment/Invoice or Invoicing Matching screen depending on transaction type.  When loading Shipment/Invoice or Invoice lines, if taxes exists on the GP Purchase Order they will be displayed on this screen by default for the associated line.

Header Fields

Tax Included

This is the sum of the tax amounts where the associated Tax ID's are configured to calculate based on 'Tax Included with Item Price'.

Additional Tax

This is the sum of the tax amounts where the associated Tax ID's are not configured to calculate based on 'Tax Included with Item Price'.

Total Tax

This is the sum of the tax amounts displayed on this form.

Fields

Delete Checkbox

Select this box, then the Save Button to remove the entered line from the distribution.

Tax Detail ID

This is the tax detail id that was either loaded by default from the PO or manually entered by the user.  

Tax Included Checkbox

This read only field will be checked when the Tax ID is configured to calculate based on 'Tax Included with Item Price' and the tax amount will be displayed in the 'Tax Included' totals.  If unchecked, the tax amount will be included in the 'Additional Tax' totals and increase the total amount for the line.

Amount

This is the tax amount for the corresponding Tax Detail ID.  If this value is set to 0, upon save it will be automatically calculated based on the Tax Detail ID's rules.  If this value is manually entered it will be retained and the automatic calculations will not be run.  To reset all of the amounts based on the Tax Schedule rules, simply click the "Default Tax" button located at the bottom of the page.

Command Buttons

Save

Default Tax

Select this button to recalculate the tax amounts based on the Tax Schedule assigned to the line.

Calculate Tax

Select this button to recalculate the tax amounts based on the assigned Tax ID's.

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