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This page allows you to carry out a detail tax calculation for a particular transaction based on the line items. Tell me more.
Select the “Tax Calculation - Details” link at the bottom of the “Tax Calculation – Summary” page.
The “Tax Calculation – Details” page appears.
The system displays the following in the “Document Details” group box:
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Status |
The status of the document. |
Enter the following fields:
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Tax Type |
Use the drop-down list box to select the tax type for the tax calculation. The applicable tax types for the transaction type defined in the “Company Parameter Setup” component and mapped to the login organization unit of the company will be available for selection. The system displays by default on launch of the page the tax type for which the tax calculation has been done. If the tax calculation has not been done the first value is defaulted. |
The system displays the following:
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Transaction No. |
The transaction number of the document. |
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Transaction Date |
The transaction date of the document. |
Enter the following fields:
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Total Amount (Excl. Tax) |
The number identifying the total amount excluding the tax amount for the line items. (Integer). |
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Total Tax |
The number identifying the total tax amount for the line items. (Integer). |
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Total Amount (Incl. Tax) |
The number identifying the total amount including the tax amount for the line items. (Integer). |
Enter the following fields in the “Item / T/ C / Usage Details” group box:
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Ref. Doc. Line No. |
The number identifying the line of the reference document for tax calculation. (Alphanumeric, 18). |
The system displays the following fields:
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Item / T/ C Code / Usage ID. |
The code identifying the item / t / c / code and the usage ID. |
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Item T / C Variant |
The code identifying the variant of the item, tax and charge. |
Enter the following fields:
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Own Tax Region |
Use the drop-down list box to select the own tax region for the tax calculation. The applicable own tax regions for the tax type and tax community defined in the “TSET” component will be available for selection. If tax calculation is done for the tax type, the system displays the stored value on launch of the page. If tax calculation is not done for the tax type, the Tax Region set as default for the tax type in the “OU Parameter Setup” component is displayed. |
The system displays the following:
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Own Tax Regn. No. |
The number identifying the own tax registration number of the own tax region. |
Enter the following fields:
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Customer Tax Region |
Use the drop-down list box to select the customer tax region for tax calculation. The applicable customer tax regions with values set for the customer defined in the “Customer” component will be available for selection. The system will be display the Tax Region set for the Tax Type-Tax Community as default in “Customer” component on the launch of the page, if tax calculation has not been done for the tax type. If Tax Calculation is done, then the stored value is displayed on launch of page. |
The system displays the following:
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Customer Tax Regn. No. |
The code identifying the customer tax registration number. |
Enter the following fields:
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Declaration Tax Region |
Use the drop-down list box to select the declaration tax region for tax calculation. The applicable tax region code defined in the “TSET” component will be available for selection. The declaration tax region will be determined based on the Rule For ‘Derive Declaration Tax Region. If tax calculation is done for the tax type, the system displays the stored value on launch of the page. If tax calculation is not done for the tax type, the Tax Region set as default for the tax type in the “OU Parameter Setup” component is displayed. |
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Tax Category |
Use the drop-down list box to select the tax category for tax calculation. The applicable tax categories defined in the “TSET” component will be available for selection. If the tax calculation is done for the tax type, the system displays the stored value on launch of the page. If tax calculation has not been done for the tax type, then the default tax category is derived by invoking the Rule For "Derive Tax Category" from TCAL component. |
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Tax Class |
Use the drop-down list box to select the tax class for tax calculation. The tax classes mapped to the Tax Categories of the Trade Type “Purchase” and defined in the “TSET” component will be available for selection. If the tax calculation is done for the tax type, the system displays the stored value on launch of the page. If tax calculation has not been done for the tax type, then the default tax class is derived by invoking the Rule For "Derive Tax Class" from TCAL component. |
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Tax Register |
Use the drop-down list box to select the tax register for tax calculation. The values set for the tax type and defined in the “TCAL” component will be available for selection. If the tax calculation is not done for the tax type, then the system will display the first value by default on the launch of the page. If the tax calculation is done, then the system will display the stored value by default on the launch of the page. |
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Distributed Charge |
The document level tax/charge which has been distributed to the item is displayed (Integer). The Sum of Distributed charges for the line items must be equal to the Total value of Document level Taxes/Charges. |
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Distributed Discount |
The document level discount which has been distributed to the line item is displayed. (Integer). The Sum of Distributed Discount for the line items must be equal to the Total value of Document level Discount. |
The system displays the following:
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UOM |
The unit of measurement of the items used. |
Enter the following fields:
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Computed Tax Amount |
The number identifying the computed tax amount for the line items. (Integer). |
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Corrected Tax Amount |
The number identifying the corrected total tax amount for the line items. (Integer). |
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Ref. Doc. Type |
Use the drop-down list box to select the reference document type for tax calculation. The values set for the tax type and defined in the “TCAL” component will be available for selection. If the tax calculation is not done for the tax type, then the system will display the first value by default on the launch of the page. If the tax calculation is done, then the system will display the stored value by default on the launch of the page. |
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Reference Document No. |
The number identifying the reference document. (Alphanumeric, 18). |
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Tax Reference |
Use the drop-down list box to select the tax reference. The values set for the tax type and defined in the “TCAL” component will be available for selection. If the tax calculation is not done for the tax type, then the system will display the first value by default on the launch of the page. If the tax calculation is done, then the system will display the stored value by default on the launch of the page. |
Enter the following details in the “Tax Code Details” multiline:
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Tax Code |
Use the drop-down list box to select the tax code for the tax calculation. If the tax calculation is done, then the system will display the stored value by default on the launch of the page. If the tax calculation has not been done for the tax type, the tax code is derived by invoking the rule for “'Determination Of Tax Code” from TCAL component. |
The system displays the following:
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Code Type |
The type of tax code for the tax calculation. |
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Tax Rate |
The rate on which the tax is calculated. |
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Tax Basis |
The basis on which tax is calculated. |
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Qty |
The quantity of the item used. When the Tax Parameter 'Quantity Different from Derived Quantity' is set to Yes for the Tax Type this Field can be modified and will be considered for computations. |
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Basic Value |
The number identifying the basic value of the item used. |
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Statutory Taxes |
The statutory taxes applicable for tax calculation. |
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Tax / Charge Amount |
The tax / charge amount applicable for tax calculation. |
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Discount Amount |
The discount amount applicable for tax calculation. |
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Taxable Amount |
The taxable amount. When the Tax Parameter 'Taxable Value Different from Computed Value' is set to Yes for the Tax Type this field can be modified and will be considered for computations. |
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Tax Amount |
The total tax amount arrived at. |
Enter the following field:
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Corrected Tax Amount |
The corrected tax amount. (Integer). |
Click the “Recompute” pushbutton to recompute the tax calculation.
Click the “Save Details” pushbutton to save the tax calculation details.
The system updates the document information and updates the status.
To proceed, carry out the following
Select the “Tax Postings" link to check the tax posting for the tax calculation.
Tax Calculation – Detail - An overview
This page allows you to carry out a tax calculation for each line item of the document. If in a transaction containing a set of items, only one item is exempt, then the Exempt Tax Values can be set for that specific item in the Detail Page
This page displays the status of the transaction. You can select the tax type for tax calculation. You can view the transaction details, total tax amount and total amount including and excluding tax. You can select the line items and usage details for the tax calculation. You can select the reference document line number, own tax region, customer tax region, declaration tax region of the customer, tax register, tax category and tax class for appropriate tax calculation. You can enter the taxable percentage for tax calculation, the distributed charges and discounts for the line items. The system displays the computed total tax amount and corrected total tax amount. You can select the reference document type and the tax reference of the line number for tax calculation. In the tax code details multiline, you can enter the tax code and the corrected tax amount for which tax calculation is done. You can recompute the tax details. You can save the tax calculation.
If the document has more than one Tax applicable for it, then the same page can be used for selecting the Tax Type and giving the Tax Details for every line item