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Procedure documentationUsing Branch as Key Field for Tax Code Determination: Brazil Locate this document in the navigation structure

 

You can use the branch as a key field of tax code determination rules. The rules determine how the application proposes tax codes in sales and purchasing documents.

Procedure

  1. From the SAP Business One Main Menu, choose   Administration   Setup   Financials   Tax   Tax Code Determination  .

  2. In the Tax Code Determination — Setup window, select one of the following determination types:

    • Material Item

    • Service Item

    • Service Document

    • Withholding Tax

    The first two determination types refer to the item classification for taxes. You define the item classification for taxes on the General tab of the corresponding Item Master Data window.

    You select the first three options to define determination rules of non-withholding taxes for documents of three categories. You select the Withholding Tax option to define determination rules of withholding taxes for all documents.

  3. Define default tax (WT) codes for sales and purchases on a general level. These definitions are overridden if the more detailed determination rules defined in step 7 take effect.

    1. Choose the button of the Default Tax Code for Sales or Purchase field.

    2. According to the determination type you selected in step 2, proceed as follows:

      • Material Item: In the Tax Code by Usage — Setup window, define tax codes and freight tax codes for separate nota fiscal usages.

      • Service Item or Service Document: Select one default tax code for sales and one for purchases from the choose-from-list windows.

      • Withholding Tax: In the Default WT Code — Setup window, specify the default withholding tax code.

  4. In one row of the Priority column, from one of its four key field dropdown lists, select Branch.

  5. To define the key field values, double-click the row of priority.

    Alternatively, select the row of priority and choose the Key Fields Value pushbutton.

  6. In the Key Fields Value — Setup window, select a branch and specify other key field values for each row. To generate a new row to define, choose the Update button when you have finished defining each row.

  7. Optionally, to define more detailed determination rules of tax codes, double-click each row to display the Valid Period — Setup or Default WT Code — Setup window.

    Alternatively, select each row and choose the Valid Period or Default WT Code pushbutton.

    Note Note

    You must always specify an Effective From (start) date for a valid period, but you do not have to specify the Effective To (end) date for the latest period or if there is only one period. If you define more than one valid period, different periods cannot overlap.

    You can remove a determination priority only if you have removed its key field value definitions.

    End of the note.

  8. In the Key Fields Value — Setup window, choose the Update and OK pushbuttons.

  9. In the Tax Code Determination — Setup window, choose the Update pushbutton.