Enter Quotation Line Sales Taxes

Explanation

Use this function to handle quotation line taxes 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., compose the total quotation line 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 price in customer currency, multiplied by the quantity displayed on the quotation line, is used as the basis for calculating the sales tax for a line. The sales tax is defaulted from the delivery address of the customer.

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 on the Customer/Address/Delivery Tax Information/Supply Country/Taxes tab, for the Sales Tax regime.
• The Taxable check box must be checked in the Sales Part/General, Non-Inventory Sales Part/General and/or Package Part/General tabs for all articles to be taxed.
• A sales quotation header with at least one quotation line must have been entered with a taxable delivery address in the Sales Quotation window.
• The Tax Liability on the Sales Quotation/Misc Quotation Info tab must be of type taxable.

System Effects

A tax line is entered and connected to a specific quotation line. The Tax Lines check box on the quotation line is automatically filled when a tax line has been saved. The sales tax is defaulted from the delivery address of 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.

The Tax Liability on the quotation line will automatically be of type taxable. The Tax Liability can be manually updated.

Window

Sales Quotation
Sales Quotation Lines

Related Window Descriptions

Sales Quotation
Sales Quotation/Quotation Lines
Sales Quotation Lines
Quotation Line Tax Lines

Procedure

Add a tax line:

1. Select or query for the appropriate sales quotation in the Sales Quotation window (choose the Sales Quotation/Quotation Lines tab) or the Sales Quotation Lines window.
2. Mark a quotation 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 the quotation line, right-click and then select Quotation Line Taxes... from the Operations menu. The Quotation Line Tax Lines dialog box is displayed.
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. Select or query for the appropriate sales quotation in the Sales Quotation window (choose the Sales Quotation/Quotation Lines tab) or the Sales Quotation Lines window.
2. Mark the quotation line related to the tax line you want to remove, and then choose Quotation Line Taxes... from the Operations menu. The Quotation Line Tax Lines dialog box is displayed.
3. Mark the tax line you want to remove.
4. Click Remove.
5. Save.