Viewing Tax Amounts

In the transaction trailer frame, review system-calculated tax amounts by setting View/Edit Tax Detail to Yes. The screen displays the total nontaxable and taxable line item and trailer charge amounts, the tax date, and tax amounts by category.

In the tax detail frame, scroll through the Line and Trailer fields to view the tax rate information for each tax type.

Note: You cannot change tax amounts unless Update Tax Allowed for the tax rate is Yes.

Tax amounts for line items and trailer charges are identified by line number. Use Next/Previous to scroll through the amounts for each tax type.

1 through 99998: Line items taxed by line. The line number in the tax detail corresponds to the order line item number.

For trailer charges, enter the code of the trailer charge subject to the tax.

Output only. Total indicates that the tax rate was applied to the order total for all items and trailer charges taxed at this rate. Line indicates that the tax rate was applied separately to each item and trailer charge.

Output only. This setting indicates whether the tax amount was ever changed from the system-calculated amount.

The system also displays the factors GTM used to calculate the tax: transaction tax date, tax rate, tax code, tax environment, tax type, item or trailer charge tax class, and tax usage.

Depending on how you set up the tax rate, you may be able to change some of the following values. To change values, Update Tax Allowed must be Yes.

This value is the total transaction amount, excluding tax.

This is the nontaxable portion of the transaction amount.

This is the taxable portion of the transaction amount.

This is the tax amount for the tax type. For line 0, it is the transaction tax amount for the tax type. For lines 1-99999, it is the amount for the line item or trailer charge.

This is the recoverable and non-recoverable portions of purchase tax.

On sales and accounts receivable transactions, this is the sales tax that was absorbed and therefore not included in the transaction total. On purchasing and accounts payable transactions, it is the purchase tax that was retained for direct payment to the government.