Default Tax Code selection

Default Tax Code selection

The system has 3 methods for automatically selecting a tax code during document creation time.
the auto selection of tax code impacts on new documents, editing or duplicate existing document the auto selection has a different impact.

Please take note that if you duplicate an existing document it will use the setting on that document.
eg if tax code is 7% on the duplicated document ,the new document will also use the 7% tax code

1. BP default.
this method is where the default tax code is specified at the BP level.
when the document is new the first line item will follow the setting of the BP.
note this method can be overridden by the 2 & 3 methods. 

setup -> customer/vendor ->Business partner

2. Default settings method (only applies to Sales invoice document)
the default setting method forces the selected tax code be used.
this method be changed by the user manually selecting a new tax code during the document creation.
this method will overwrite the settings of 1 & 3.
setup -> Company details -> Default settings -> others

3. copy down method
the system has a built in function that copies the tax setting from the line item above it.
when you add a new line item the system will automatically check the line above for the tax setting and use that.
this method is used in conjunction with method 1.
method 1 sets the first line item tax code. the subsequent line items follow the line above.
note method 2 will override this method

please note that if you manually change the tax code of a line item in the document, the next line item will use the tax setting of the above line.

    • Related Articles

    • Inactive Tax codes

      For unused tax codes you can hide the tax codes from tax code selection by ticking the inactive setting. Under Settings -> Accounts -> Tax edit the tax code you want to hide tick 'Inactive'
    • GST Registered Company Setup

      Here are the steps users must do in SAM once GST-registered: Ensure GST Registered checkbox is ticked, and update the fields in this section Open "Document Setting Import" module and click on "Get Document". Once the list is populated, click ...
    • PEPPOL Tax Code

      When receiving PEPPOL invoices, the tax code received is the output tax code. the system will need to know the corresponding conversion to input tax code. Ensure the IRAS Code has the correct selection. Set the corresponding PEPPOL Code.
    • Manual Tax code creation

      For on-premises users who are unable to get the GST rate change update you can manually create a new tax code. Please note that if you receive the update after you have manually created the tax code, it will be over written with the system's version ...
    • Preparing GST F5

      4.4 GST 4.4.1 Preparing GST F5? Location Action Remark Report> Tax> GST  Click REPORT activity  Click TAX  Click GST module Before you are able to submit a F5 report, you are required to Commit the period in to a Date Range Serial. The ...