Muokkaa

Jaa

Tax amount is incorrect after calculation

  • Artikkeli

If the calculated tax on a business document is incorrect, follow the steps in this article to solve the issue. The procedures use a purchase order as an example.

Verify that the tax rate is correct

  1. Go to Tax > Setup > Tax configuration > Tax setup.
  2. On the Tax setup page, select the company that you're working in, and then select Setup.
  3. In the tax document, go to the Header > Lines > GST > CGST > Rate to find the corresponding rate node.
  4. Based on the conditions, determine whether your transaction uses the correct rate. You can view the transaction details in the tax document by selecting View tax input. For more information, see Tax isn't calculated on tax documents.

Verify that the tax base is correct

Follow these steps to verify that the tax base is correct.

  1. Verify that the number of tax document lines matches the number of transaction lines. If the number of lines doesn't match, determine whether any lines don't match the condition that is defined in the tax configuration. For more information, see Tax isn't calculated on tax documents.

  2. Verify that the tax information is correctly set for all the lines. Some settings might affect the calculation of the tax base. Here are some examples:

    • Prices include sales tax – If this option is set to Yes, Goods and Services Tax (GST) will be included in the price.
    • Exempt – If this option is set to Yes, GST won't be calculated.
    • Non-GST – If this option is set to Yes, tax that has a tax type other than GST, such as value-added tax (VAT), will be calculated.

  3. Verify that the information on the Price and discount tab on the Line details FastTab meets your requirements.

Verify that the adjustment was applied

Open the tax document, and then, on the Total FastTab, compare the values in the Total of Tax Amount and Adjusted total of Tax Amount fields. If they differ, the adjustment was applied.

Determine whether customization exists

If you've completed the steps in the previous sections but have found no issue, determine whether customization exists. If no customization exists, create a Microsoft service request for further support.