The following information is relevant for all localizations except Brazil, India, Israel, and Puerto Rico.
Use this window to define tax code determination rules, according to which the application proposes tax codes in sales and purchasing document lines.
The position of the tax code determination rule within the hierarchy of tax code determination rules. When determining the tax code proposal in a sales or purchasing document, the application works its way through the rules starting at the highest position. |
Specify for which type of document, for example, item, service, or both, the tax code determination rule is relevant. This field is mandatory. |
Specify whether the tax code determination rule is relevant for sales or purchasing, or both. This field is mandatory. |
Select a condition based upon which the tax code is determined. The conditions that you can select depend on the localization you are using. You can specify up to five conditions, for example, business partner, item, ship-to address, or user-defined fields. If you select more than one condition, all conditions must be met for the tax code determination rule to be applied. This field is mandatory. |
Specify a value for the condition you selected in the Condition column. This field is mandatory. Depending on the condition you selected, you can either select a value from a list or enter a value. The value itself also depends on the condition selected. Example
End of the example. |
If necessary, enter an additional explanation for the tax code determination rule. |
Specify the tax code that should be proposed in sales or purchasing documents, if the tax code determination rule applies. Use one of the tax codes defined in the application or create a new one. Depending on the business area you specified, you can only select a tax code relevant for that business area. For example, if you selected Sales as a business area, the application only displays sales tax codes. Note In the United States and Canadian localization, all tax codes are visible. In the localizations for Chile, Costa Rica, Guatemala, and Mexico, the list of tax codes displayed depends on the settings you made in the Tax Codes – Setup window. For more information, see Tax Codes - Setup Window: Mexico and Chile End of the note. In the sales or purchasing document, you can change the tax code that is proposed by the tax code determination rule. |
Specify the tax code that should be proposed for freight charges in sales or purchasing document lines. This field is only available if you have selected Manage Freight in Documents on the General tab of the Document Settings window ( ).In the US and Canadian localization, only tax codes relevant to freight costs are displayed in the list. |
Specify the tax code that should be proposed for freight charges in sales or purchasing document headers. This field is only available if you have selected Manage Freight in Documents on the General tab of the Document Settings window ( ).Note In the US and Canadian localization, all tax codes are displayed in the list. End of the note. |