Distribute Sales Tax

All segments on the invoice must be received before you can enter a tax amount for the invoice. Also, any charges, credits, or discounts must be distributed before you distribute the tax.

To enter a sales tax amount for the invoice

1. Find the invoice you want to edit, and open it in the Invoice workform.

2. Select ACTIONS > Distribute Sales Tax.

The Distribute Sales Tax dialog appears.



3. Enter the sales tax amount to add to the invoice.

The amount is converted to a rate (percentage), any other tax rate or amount is overwritten, and the rate is applied to all the items.

4. Select OK.

To manually adjust taxes, go to the Invoice Line Item workform > Segments view > Totals table, and edit a row. For more information, see Edit an Invoice Line Item.