Entering content frameProcedure documentation Entering Tax Data Locate the document in its SAP Library structure

  1. On the vendor screen fill out the fields Tax amount and Tax code. You can overwrite any tax codes proposed by the system, if required.

    2. If the tax amounts are not specified in the invoice, leave the field Tax amount blank and select the field Calculate tax.

    If the invoice contains more tax rates than you can enter on the vendor screen, enter the amounts and tax codes for which there is space and leave the others until later.

    If the vendor screen contains tax rates that do not appear on the invoice, delete the tax codes that are not relevant.

  2. When an invoice refers to a purchase order, select the relevant items from the selection screen. The system automatically retrieves the tax code valid for each item from the purchase order. If no tax code has been entered in the purchase order, the system retrieves the last one used or - if none is available - the first tax code entered as a default in the Customizing system

    3. When an invoice does not refer to a purchase order, enter further items manually. The tax code is contained on the individual screens (material screen, G/L account screen or fixed-asset screen). If a tax code is contained in a particular G/L account, the system displays this and you cannot overwrite it. Otherwise the system proposes the last tax code used or - if none is available- the first tax code entered as a default in the Customizing system, which you can then overwrite.

  3. From the document overview screen, choose Extras ® Taxes.

    4. The screen containing tax data appears, including

    1. all the tax codes contained in the session, both from the vendor screen and the individual items.
    2. all tax amounts you entered on the vendor screen
    3. the tax base for each tax code

    You can correct the tax amounts. If you did not enter all the tax amounts and tax codes on the vendor screen, the missing tax codes (but not the amounts) contained in the items are displayed. You have to enter the relevant amounts. The system does not perform any checks here. Only when you Simulate or Post does the system check the consistency of the tax amount, tax code and base amount.

    You cannot change the tax base directly. If this is wrong, then the amount or the tax code has probably been entered wrongly in the item. To make a correction, you must branch from the document overview screen to the item concerned.

    Choose Continue to return to the document overview screen.

  4. When you choose Simulate or Post, the system checks whether the correct tax amount has been entered for every tax code. If an entry is wrong, the system displays the tax data screen and issues a message indicating what the correct amount should be.

You can acknowledge this amount by pressing Enter. If you chose Simulate, you go to the document verification screen: if you chose Post, the document is posted and you return to the initial screen.

If you wish to change the tax data, first choose Cancel. The document overview screen appears. You can call up the tax data again by choosing Extras ® Taxes. You can now make any changes required in the Tax amount column.

 

Leaving content frame