Add a Tax Dollar Amount on an Invoice

To enter a dollar amount for the tax on the invoice:

Important:
All segments on the invoice must be received before you can enter a tax dollar amount for the invoice. Also, any charges, credits, or discounts must be distributed before the tax.

  1. Open the Invoice workform.
  2. Receive any items that have not already been received.
  3. Click on the Invoice toolbar.

    4. The distribute tax dialog box appears.

  4. Enter the dollar amount to add to the invoice.

    5. The dollar amount is converted to a rate (percentage), any other tax rate or amount is overwritten, and the rate is applied to all the items.

  5. If there is a discrepancy between the amount you entered when you distributed the tax and the amount in the sales tax total, adjust the tax on a line item segment to modify the total tax.

    6. The total tax on the Invoice workform - Charges view will match the amount you distributed.

  6. Select File > Save.