Setting Up Default Tax Codes in Purchasing and Sales Documents for India and Brazil

Default tax codes appear in the Tax Code field automatically in purchasing and sales documents instead of you selecting the tax codes in each document each time.

For more information, see the following:

Tax Code Determination for Marketing Transactions: Brazil and India

Procedure

Define an item category.
1. From the SAP Business One Main Menu, choose Administration Setup Inventory Item Groups .
  The Item Groups - Setup window appears.
2. In the Item Group Name field, specify an item group name.
3. At the bottom of the General tab, under the heading Item Category, select whether the item group is for Service items or Material items.
4. To add the item group, choose the Add button.
5. To close the window, choose the Cancel button.
For more information, see the following:

Item Groups - Setup
Define a tax code determination.
1. From the SAP Business One Main Menu, choose Administration Setup Financials Tax Tax Code Determination .
  The Tax Code Determination - Setup window appears.
2. From the Determination Type dropdown list, select the determination type.
  If you need to set the default tax codes in marketing documents for material items, in the Determination Type dropdown list, select Material Item.
3. In the grid, define the priority and key fields that act as parameters for identifying the tax codes applicable to a transaction by choosing parameters from the dropdown lists.
4. Open the Key Fields Value - Setup window by selecting a row and performing one of the following operations:
  - Double-click the row you just selected.
  - From the menu bar, choose Goto Key Fields Value .
  - Right-click the row you just selected and choose Key Fields Value.
  - Choose the Key Fields Value button.
5. In each field, open the List of … window by choosing Tab, and select the exact parameters for the three key fields of this combination by double-clicking the row or choosing the Choose button after selecting the row.
6. Open the Valid Period - Setup window by selecting a row and performing one of the following operations:
  - Double-click the row you just selected.
  - From the menu bar, choose Goto Valid Period .
  - Right-click the row you just selected and choose Valid Period.
  - Choose the Valid Period button.
7. In the Effective From and Effective To fields, specify the first day and the last day of the validity period.
8. In the Tax Code field, open the List of Sales Tax Codes window by choosing Tab, and select the tax code applicable for this determination by double-clicking the row or choosing the Choose button after selecting the row.
9. In the Valid Period - Setup window, save the valid period for the tax code by choosing the Update button.
10. To close the Valid Period - Setup window, choose the OK or Cancel button.
11. In the Key Fields Value - Setup window, save the values by choosing the Update button.
12. To close the Key Fields Value - Setup window, choose the OK or Cancel button.
13. In the Tax Code Determination - Setup window, save the changes by choosing the Update button.
14. To close the Tax Code Determination - Setup window, choose the OK or Cancel button.
For more information, see the following: