If you want to take taxes into consideration during document entry, you can enter the taxes manually or have the system calculate them automatically.
On the initial screen, in the Taxes
group box, select the radio button to determine if you enter taxes manually or have the system calculate them automatically.
To enter tax data manually, enter the following data needed for the tax calculation in the business partner item or G/L item:
Tax Code
Tax Base
For postings with a tax jurisdiction code, set the Tax Jurisdiction indicator on the initial screen in the Taxes
group box. Then enter the tax jurisdiction code and the tax date in the business partner item or G/L item.
The system proposes the posting date as the tax date. The system calculates the tax amount automatically.
To determine tax data automatically, enter the tax code in the business partner items.
If necessary, the system automatically determines the tax date from the posting date and the tax jurisdiction code from the business-partner-specific details in the contract account.
The system totals the amounts from the business partner items for each tax code or for each combination of tax code, tax date, and tax jurisdiction code. From the total, the system determines the net amount (the tax base amount) and the tax amount.
When you post the document, the system creates the line items for the tax automatically.
Note
Items resulting in tax are displayed in the lower part of all list screens. Tax items themselves are displayed on a separate list screen; choose the Taxes
function.
In document display, tax items appear on the overview screen in the area for G/L items. They contribute to the balance of the document. You need to distinguish between tax items and line items resulting in tax.
Line Items Resulting in Tax
Here you enter the tax code, tax jurisdiction, and tax date. A line item resulting in tax can generate several tax items. You enter these line items resulting in tax in the lower part of a list screen (for business partner items or for G/L items).
Tax Items
You cannot enter tax items. Using the Taxes
function, you can display tax items.
Note
When you delete a line item resulting in tax, then all tax items generated from it are also deleted.