共用方式為

How to: Set Up Unrealized Sales Tax and Sales Payment Discounts

  • 發行項

You can use the General Ledger Setup window to set up unrealized sales tax. You can also set up maximum correction tax amounts so that you can limit the tax correction amounts that are entered for sales and purchases. This allows you to overwrite the calculated tax when there are rounding differences between what is calculated on the purchase order, and what is calculated on the purchase invoice from the vendor.

To set up unrealized sales tax

  1. In the Search box, enter General Ledger Setup, and then choose the related link in Financial Management.

  2. In the General Ledger Setup window, on the General FastTab, fill in the fields as described in the following table.

    Field Description

    Pmt. Disc. Excl. Tax

    Select to calculate the payment discount on amounts excluding sales tax.

    Adjust for Payment Disc.

    Select to recalculate the tax amounts when you post payments that trigger payment discounts.

    This field is used in the context of VAT, not sales tax.

    Unrealized VAT

    Select if any of your sales tax jurisdictions allow you to pay your sales tax after you have been paid. If you do not select this check box this function will be blocked for all sales tax jurisdictions.

  3. Choose the OK button.

To set up unrealized tax for jurisdictions

  1. In the Search box, enter Tax Jurisdictions, and then choose the related link.

  2. In the Tax Jurisdictions window, on the Home tab, in the Manage group, choose Edit List.

  3. Fill in the fields as described in the following table.

    Field Description

    Unrealized Tax Type

    <Blank> – The unrealized tax feature is not used for this tax jurisdiction.

    –or–

    Percentage – Each payment covers both tax amounts and invoice amounts in proportion to the remaining invoice amount. The paid tax amount is transferred from the unrealized tax account to the tax account.

    –or–

    First – Payments cover the tax first, and then the invoice amount.

    –or–

    Last – Payments cover the invoice amount first, and then the tax amount. In this case, nothing will be transferred from the unrealized tax account to the tax account until the total invoice amount—exclusive of tax—has been paid.

    –or–

    First (Fully Paid) – Payments cover the tax first, but nothing is transferred to the tax account until the full tax amount has been paid.

    –or–

    Last (Fully Paid) – Payments cover the invoice amount first, but nothing is transferred to the tax account until the full tax amount has been paid.

    Hh930411.Important(en-us,NAV.90).gifImportant
    This field is available in the Tax Jurisdiction window, but it is not shown by default. To select the field, you must first add the column that shows this field. For more information, see Personalize the User Interface.

    Unreal. Tax Acc (Sales)

    The general ledger account that you want to use to post calculated unrealized tax on sales transactions.

    Hh930411.Important(en-us,NAV.90).gifImportant
    This field is available in the Tax Jurisdiction window, but it is not shown by default. To select the field, you must first add the column that shows this field. For more information, see Personalize the User Interface.

    Unreal. Tax Acc (Purchases)

    The general ledger account that you want to use to post calculated unrealized tax on purchase transactions.

    Hh930411.Important(en-us,NAV.90).gifImportant
    This field is available in the Tax Jurisdiction window, but it is not shown by default. To select the field, you must first add the column that shows this field. For more information, see Personalize the User Interface.

    Unreal. Rev. Charge (Purch.)

    The general ledger account that you want to use for posting calculated unrealized reverse-charge tax on purchase transactions.

    Hh930411.Important(en-us,NAV.90).gifImportant
    This field is available in the Tax Jurisdiction window, but it is not shown by default. To select the field, you must first add the column that shows this field. For more information, see Personalize the User Interface.

  4. Choose the OK button.

To set up adjustments for payment discounts in a tax posting group

  1. In the Search box, enter Tax Posting Setup, and then choose the related link.

  2. On the Home tab, in the Manage group, choose Edit.

  3. In the Tax Posting Setup Card window, select the Adjust for Payment Discount check box.

    Important

    This field is available in the Job Queue Entry window, but it is not shown by default. To select the field, you must first add the column that shows this field. For more information, see Personalize the User Interface.

  4. Choose the OK button.

To set up maximum tax correction amounts

  1. In the Search box, enter Sales & Receivables Setup, and then choose the related link.

  2. In the Sales Receivables Setup window, on the General FastTab, select the Allow Tax Difference check box.

  3. Choose the OK button.

  4. In the Search box, enter Purchases & Payables Setup, and then choose the related link.

  5. In the Purchases & Payables Setup window, on the General FastTab, select the Allow Tax Difference check box.

  6. Choose the OK button.

  7. In the Search box, enter General Ledger Setup, and then choose the related link.

  8. In the General Ledger Setup window, in the Max. Tax Difference Allowed field, enter the maximum tax correction amount that is allowed for the local currency.

    Note

    In this field, if you enter USD 5, you may correct tax amounts by up to five dollars. To use the tax difference function, an amount must be entered in the Max. Tax Difference Allowed field.

  9. Choose the OK button.

See Also

Tasks

How to: Set Up Sales Tax
How to: Set Up Sales Tax Groups
How to: Set Up Sales Tax Jurisdictions
How to: Set Up Sales Tax Details
How to: Set Up Use Tax and Purchase Tax

Other Resources

General Ledger Setup
Sales & Receivables Setup
Purchases & Payables Setup