Create sales tax transactions on documents

Note

We will not be accepting edits to this topic, because it is generated from a business process in Lifecycle Services.

Sales tax on documents is calculated by providing a Sales tax group and an Item sales tax group on document lines. These default from master data but can be changed manually if necessary. The calculated sales tax can be checked on a line and document level. This task uses the USMF demo company.

  1. Go to Accounts receivable > Orders > All sales orders.
  2. Click New.
  3. In the Customer account field, click the drop-down button to open the lookup.
  4. In the list, find and select the desired record.
  5. In the list, click the link in the selected row.
  6. Click OK.
  7. In the list, mark the selected row.
  8. In the Item number field, click the drop-down button to open the lookup.
  9. In the list, click the link in the selected row.
  10. In the Unit price field, enter a number.
  11. Expand or collapse the Line details section.
  12. Click the Setup tab.
  13. In the Item sales tax group field, click the drop-down button to open the lookup.
  14. In the list, find and select the desired record.
  15. In the list, click the link in the selected row.
  16. Click Financials.
  17. Click Sales tax.
  18. Click OK.
  19. Click Add line.
  20. In the list, mark the selected row.
  21. In the Item number field, click the drop-down button to open the lookup.
  22. In the list, find and select the desired record.
  23. In the list, click the link in the selected row.
  24. In the Unit price field, enter a number.
  25. In the Item sales tax group field, click the drop-down button to open the lookup.
  26. In the list, find and select the desired record.
  27. In the list, click the link in the selected row.
  28. On the Action Pane, click Sell.
  29. Click Sales tax.
  30. Click OK.