1. Store calculated tax as:
there are 3 ways how the tax amount is shown in a Sales Order/invoice/credit memo/etc
a) As an External tax
In this mode, the tax is going to be shown on the left below the sales order/invoice/etc. You are also going to be able to see the tax discrimination in the different jurisdictions.
The configuration for this mode is:
It would be shown like this:
Keep in mind that if you are going to use this tax mode, the option shown below must be checked
b) As Freight (most used)
In this mode, the tax is going to be shown as part of the freight in the right below the sales order/invoice/etc.
In this option, you could choose whether to discriminate the tax or not.
- Discriminating tax, it would be shown like this:
- Not discriminating tax, it would be shown like this:
c) As a Line Item
In this mode, the tax is going to be shown as an item in the sale order/invoice/etc.
You need to create an item for sales called Avatax.
The configuration for this mode is:
It would be shown like this:
- Behavior
- Disable recalculation on taxed documents. Manual and DGW: Check it when you do not want the tax to be calculated in any of your documents.
- Calculate when ENTER key is pressed at the document: The tax amount will be automatically calculated when you press ENTER key, with no need to press the “calculate tax” button.
- Calculate taxes in A/R down Payments: to calculate the tax amount over those documents.
- Send lines as liable in A/R Down Payments: the lines are taxable, instead of each item.
- Automatic Calculation
Check over which documents you want to calculate tax.
- Tax amount override
Enable tax amount override: if it is checked, and the created UDF has some value, it will override the generic rules. In other words, it overrides the tax calculation and adds the value designated in this UDF