To enter taxes using a jurisdiction code, proceed as follows:

1. Enter the total invoice amount and a tax code in the vendor item.
2. Depending on how you process your invoices, enter either the gross or net amount in the G/L account line item and if necessary, a tax code and jurisdiction code.



If you entered a tax code in the vendor item, this code is used.

If the system cannot derive the jurisdiction code from the cost center, plant, or vendor master record, you have to enter it manually.

3. To enter the tax amounts of the G/L account items, choose Extras → Tax amounts. The Tax Amounts screen appears.

 

You can branch to this screen at any point during document entry.

The Tax Amounts screen shows the tax amount, tax code, posting key, tax base amount, and jurisdiction code for all the items already entered. When you call up this screen after entering the G/L account items, it displays the amounts that have already been entered.

You can now choose how you want to enter the taxes.

a) Per taxable item (per jurisdiction code). This is the predefined variant. If you know the total tax amounts per taxable item, you enter the tax amounts for each taxable item after entering the G/L account items.

or

b) Per taxing authority (per state, county, city). If you only possess the specifications for the individual taxing authorities, you choose this variant.

The usual entry procedure for taxes involves entering the taxable items first. To switch to the entry screen for each taxing authority, choose Goto ® Detail. If, when entering the tax in this way, the amounts are changed in the detail screen, it is no longer possible to return to the taxable item entry screen. Instead you have to carry on entering the taxes per taxing authority.

If you want to enter the tax using variant a), enter the tax amounts for each jurisdiction code in the Tax amounts screen. On this screen you can enter items with tax codes that have not yet been entered or you can change the amounts already entered. When entering a new tax code on this screen, you must also enter a posting key (in addition to the amount and tax code).



Amount	Tx	PK	Tax base amount	Jurisdiction code
1,100.00	I9	40	1,100.00	250221105...

 

If you want to enter taxes using variant b), go to the tax detail screen with Goto ® Detail. This screen displays the tax data broken down by amount, tax code, posting key, tax base amount, jurisdiction code, and condition type. The jurisdiction code is also broken down by state, county and city.



Amount	Tx	PK	Tax base amount	Jurisdiction code	CnTy...
550.00	I9	40	1,100.00	250000000	JP1I...
330.00	I9	40	1,100.00	250220000	JP2I...
220.00	I9	40	1,100.00	250221105	JP3I...

 

You can enter tax amounts in the smallest detail here. After you select Enter, your entries are summarized per taxing authority.



Note that once you have entered data in the detail screen, you cannot later return to the interim screen Tax amounts, but rather can only go directly to the detail screen.

4. Post the document.