Taxes Dialog Box

If you use the Tax Auditing feature in Vision, use this dialog box to enter the tax code, description, and amount for the current expense item.

Depending on your configuration, you may also be able to insert new or delete existing tax codes on this dialog box, or even change the calculated amounts for a tax code.

This dialog box is available only if tax auditing is enabled on the Tax Auditing tab of the Accounting Company Settings form (Configuration > Accounting > Company Settings).

Location

To open the Taxes dialog box, complete the following steps:

1. In the grid row for an expense for which you want to enter tax information, click in the TOTAL TAX AMOUNT column.
2. Click .

Contents

Field	Description
	When you select a grid row or hover over a row, this icon appears at the right end of the row. Click and select the action you want to perform for that row: insert a blank row below it or delete the row.
TAX CODE	In this column, enter a new tax code for the expense or change and existing tax code. To select a tax code, do one of the following in TAX CODE: Enter one character from the tax code to display a list of tax codes that start with that character in a drop-down list, or enter two or more characters to display a list of tax codes that contain those characters. Select the tax code you want. (Note: If only one tax code matches your search text in TAX CODE, that tax code is automatically entered in TAX CODE without displaying the list.) Click to display the Tax Codes Lookup dialog box. The available tax codes display automatically when the dialog box opens. If necessary, scroll to locate the tax code, or enter all or part of the tax code in the search field above the list. Select the tax code and click Select. Default tax codes display in the grid if default codes have been set up for the expense category selected for the expense or if they have been specified on the Tax Auditing tab of the Accounting Company Settings form. If Allow staff users to change tax codes is selected for the category on the Expense Categories tab in Time & Expense Configuration, you can click to insert a new tax code for the expense or delete an existing tax code. The tax codes that you can select are those that have been set up on the Tax Codes form in Vision (Configuration > Accounting > Taxes) with an Active status and with Inputs: Employee Expenses selected. Note: When you add or remove a tax code, the tax amount for the remaining tax codes recalculates using the rate and the amount in the selected expense row.
DESCRIPTION	This column displays the description of the tax code.
TAX AMOUNT	If a rate is assigned to the tax code, this column displays the tax amount. The amount is calculated based on the tax code and the amount in either the AMOUNT or NET AMOUNT column for the expense. If AMOUNT has no value and NET AMOUNT does, NET AMOUNT is used to calculate the tax amount.
Total	This field displays the sum of the tax amounts in the grid. This amount displays in the TOTAL TAX AMOUNT column for the expense.
Save and Cancel	Click Save to save your entries, close the dialog box, and update the TOTAL TAX AMOUNT field based on your entries. Click Cancel to discard any unsaved entries and close the dialog box.