Tax Codes Dialog Box

Use this dialog box to enter the tax codes to calculate tax amounts for the Total Tax Debit or Total Tax Credit fields on the Journal Entries form in Transaction Entry.

This dialog box applies only if you use the Tax Auditing feature that is turned on in Configuration > Accounting > Company Settings > Tax Auditing tab.

Location

To display the Tax Codes dialog box for journal entries in Transaction Entry, complete the following steps:

1. From the Navigation menu, click Transaction Center > Transaction Entry.
2. On the Transactions tab of the Transaction Entry form, select Journal Entries in the Transaction Type field.
3. Select an existing journal entry file in the transaction file list and click Open. Or, click New to create a new transaction file, complete the information on the New File dialog box, and click OK.
4. If you created a new file, you must select the Allow Tax Entries check box on the New File dialog box.
5. In the journal entries grid on the Journal Entries form, you must enter a tax type in the Tax Type field in the grid.
6. In the journal entries grid, click the hyperlink in the Total Tax Debit or Total Tax Credit field.

Contents

Tax Codes Grid Options

Field	Description
Tax Codes Drop-Down	To print grid data, click Print. On the Print Preview form, click File > Print to send the grid data to your default printer. To export grid data to an Excel spreadsheet, click Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the grid data, or to save the spreadsheet file locally. To turn on grouping for a grid, click Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into the field, in the sequence that you want them to display.
Insert	Click this option to insert a blank row in the grid. Then enter a tax code with which to calculate a tax amount for the debit or credit amount that you entered for the journal item on the Journal Entries form. The calculated tax amount then prefills in either the Debit or Credit column in this dialog box, based on whether you entered an amount in the Debit or Credit field on the Journal Entries form.
Delete	Select a tax code in the grid to delete from the tax debit or credit calculation. Then click this option to delete it.

Tax Codes Grid Fields

Field	Description
Tax Code	Click in this field to display a drop-down arrow, and click the arrow to select a tax code from the drop-down list. If you selected Input (Purchases) in the Tax Type field on the Journal Entries form, the drop-down list includes tax codes that are entered in Taxes Configuration (in Configuration > Accounting > Taxes) with check boxes selected in only the Inputs section (and none selected in the Outputs section), or check boxes selected in both the Inputs and Outputs sections. Taxes with check boxes selected only in the Output section are not included in the drop-down list. If you selected Output (Sales) in the Tax Type field on the Journal Entries form, the drop-down list includes tax codes that are entered in Taxes Configuration (in Configuration > Accounting > Taxes) with check boxes selected in only the Outputs section (and none selected in the Inputs section), or check boxes selected in both the Inputs and Outputs sections. Taxes with check boxes selected in only the Input section are not included in the drop-down list. The tax rate that is entered for this tax code in Taxes Configuration is used to calculate the debit or credit tax amount that prefills in the Debit or Credit fields in this row. A tax debit amount is calculated and prefilled in the Debit field on this dialog box if you entered an amount in the Debit field for the journal item on the Journal Entries form. If you entered an amount in the Credit field for the journal item on the Journal Entries form, a tax credit amount is calculated and prefilled in the Credit field on the Tax Codes dialog box. You can enter multiple tax codes in the grid on the Tax Codes dialog box for calculating taxes. However, you cannot add the same tax code more than once.
Description	This column prefills with the description of the tax code that you entered in the Tax Code column. The description is retrieved from Taxes Configuration in Configuration > Accounting > Taxes.
Debit	This column prefills with a calculated tax debit amount that is based on the tax code that you entered for the row and the Debit amount that you entered for the journal item on the Journal Entries form. You can change the prefilled amount. You cannot enter both a debit amount and a credit amount in the same row.
Credit	This column prefills with the calculated tax credit amount that is based on the tax code that you entered in the row and the Credit amount that you entered for the journal item on the Journal Entries form. You can change the prefilled value. You cannot enter both a debit amount and a credit amount in the same row.
Sum Bar	The sum of tax debit amount or tax credit amount that is calculated on the Tax Codes dialog box displays on the bar below the tax codes grid, below the Debit and Credit columns. These total amounts prefill the Total Tax Debit or Total Tax Credit field in the grid on the Journal Entries form when you click OK on this dialog box.

Button

Field	Description
OK	After you complete the entries on this dialog box, click this button to return to the Journal Entries form. The total amounts from the Sum Bar on this dialog box prefill the Total Tax Debit or Total Tax Credit field in the grid on the Journal Entries form.