Tax Management Guide

version: 2026 R1

Taxes
Tax Management Overview
Selecting Tax Calculation Methods
Tax Calculation Methods: General Information
Tax Calculation Methods: To Create Taxes
Tax Calculation Methods: To Apply Taxes
Tax Calculation Methods: To Apply a Second-Level Tax
Entering Taxes from the General Ledger
Tax Entry from GL: General Information
Tax Entry from GL: Implementation Checklist
Tax Entry from GL: Generated Transactions
Tax Entry from GL: Implementation Activity
Tax Entry from GL: Process Activity
Processing Invoices with Sales Taxes
Invoices with Sales Taxes: General Information
Invoices with Sales Taxes: Implementation Checklist
Invoices with Sales Taxes: Generated Transactions
Invoices with Sales Taxes: To Process an AR Invoice
Invoices with Sales Taxes: To Process an AR Invoice with a Cash Discount
Invoices with Sales Taxes: Related Reports
Processing Invoices with Inclusive Sales Taxes
Invoices with Inclusive Sales Taxes: General Information
Invoices with Inclusive Sales Taxes: Implementation Checklist
Invoices with Inclusive Sales Taxes: Generated Transactions
Invoices with Inclusive Sales Taxes: Implementation Activity
Invoices with Inclusive Sales Taxes: Process Activity
Invoices with Inclusive Sales Taxes: Related Reports and Forms
Processing Cash Entries with Taxes
Cash Entries with Taxes: General Information
Cash Entries with Taxes: Implementation Checklist
Cash Entries with Taxes: Generated Transactions
Cash Entries with Taxes: To Process a Cash Entry with a Sales Tax
Cash Entries with Taxes: To Process a Cash Entry with VAT
Processing Funds Transfers with Taxable Fees
Funds Transfers with Taxable Fees: General Information
Funds Transfers with Taxable Fees: Implementation Checklist
Funds Transfers with Taxable Fees: Generated Transactions
Funds Transfers with Taxable Fees: Process Activity
Processing Credit Memos with Sales Taxes
Credit Memos with Sales Taxes: General Information
Credit Memos with Sales Taxes: Implementation Checklist
Credit Memos with Sales Taxes: Generated Transactions
Credit Memos with Sales Taxes: Process Activity
Credit Memos with Sales Taxes: Related Reports and Inquiries
Processing Purchases with Sales Taxes
Purchases with Sales Taxes: General Information
Purchases with Sales Taxes: Tax Amount Validation
Purchases with Sales Taxes: Implementation Checklist
Purchases with Sales Taxes: Generated Transactions
Purchases with Sales Taxes: Process Activity
Purchases with Sales Taxes: Related Reports and Inquiries
Processing Purchases with Inclusive Sales Taxes
Purchases with Inclusive Sales Taxes: General Information
Purchases with Inclusive Sales Taxes: Generated Transaction
Purchases with Inclusive Sales Taxes: Implementation Checklist
Purchases with Inclusive Sales Taxes: Implementation Activity
Purchases with Inclusive Sales Taxes: Process Activity
Processing Purchases with Use Taxes
Purchases with Use Taxes: General Information
Purchases with Use Taxes: Implementation Checklist
Purchases with Use Taxes: Generated Transactions
Purchases with Use Taxes: Process Activity
Purchases with Use Taxes: Related Reports and Inquiries
Including Taxes in the Cost of Items
Taxes Included in the Cost of Items: General Information
Taxes Included in the Cost of Items: Rules of Cost Update
Taxes Included in the Cost of Items: Implementation Checklist
Taxes Included in the Cost of Items: Generated Transactions
Taxes Included in the Cost of Items: Implementation Activity
Taxes Included in the Cost of Items: Process Activity
Processing AR Documents with Value-Added Taxes
AR Documents with VAT: General Information
AR Documents with VAT: Implementation Checklist
AR Documents with VAT: Generated Transactions
AR Documents with VAT: To Process an AR Invoice
AR Documents with VAT: To Process an AR Invoice with a Cash Discount
AR Documents with VAT: To Process a Credit Memo
Processing AP Documents with Value-Added Taxes
AP Documents with VAT: General Information
AP Documents with VAT: Implementation Checklist
AP Documents with VAT: Generated Transactions
AP Documents with VAT: To Process an AP Bill
AP Documents with VAT: To Process a Debit Adjustment
Processing Taxable Sales with Freight Charges
Taxable Sales with Freight Charges: General Information
Taxable Sales with Freight Charges: Implementation Checklist
Taxable Sales with Freight Charges: Generated Transactions
Taxable Sales with Freight Charges: Process Activity
Paying Taxes Directly to the Tax Agency
Direct Tax Payment: General Information
Direct Tax Payment: Implementation Checklist
Direct Tax Payment: Generated Transactions
Direct Tax Payment: To Create a Tax Bill for a Tax Agency
Direct Tax Payment: To Create an AP Bill with a Direct-Entry Tax
Processing AP Bills with Withholding Taxes
Bills with Withholding Tax: General Information
Bills with Withholding Tax: Implementation Checklist
Bills with Withholding Tax: Generated Transactions
Bills with Withholding Tax: Process Activity
Adjusting VAT for Early Payments
VAT for Early Payments: General Information
VAT for Early Payments: Implementation Checklist
VAT for Early Payments: Generated Transactions
VAT for Early Payments: To Process a Payment with a Cash Discount
VAT for Early Payments: To Prepare a New Revision of VAT Tax Report
Preparing a Tax Report for Sales Taxes
Tax Report Preparation: General Information
Tax Report Preparation: Overview of the Tax Reporting Process
Tax Report Preparation: Tax Report for a Closed Period
Tax Report Preparation: Implementation Checklist
Tax Report Preparation: Process Activity
Tax Report Preparation: Related Reports and Inquiries
Tax Report Preparation: To Prepare a Tax Report for a Closed Tax Period
Voiding a Tax Report for Sales Taxes
Voiding of a Sales Tax Report: General Information
Voiding of a Sales Tax Report: Implementation Checklist
Voiding of a Sales Tax Report: Process Activity
Voiding of a Sales Tax Report: Related Reports and Inquiries
Creating Sales Tax Adjustments
Sales Tax Adjustments: General Information
Sales Tax Adjustments: Implementation Checklist
Sales Tax Adjustments: Generated Transactions
Sales Tax Adjustments: Process Activity
Sales Tax Adjustments: Related Reports and Inquiries
Sales Tax Adjustments: To Reverse a Tax Adjustment Document
Releasing a Sales Tax Report
Release of Sales Tax Report: General Information
Release of Sales Tax Report: Implementation Checklist
Release of Sales Tax Report: Generated Transactions
Release of Sales Tax Report: Process Activity
Release of Sales Tax Report: Related Reports and Inquiries
Preparing a Tax Report for Value-Added Taxes
Tax Report for VAT: General Information
Tax Report for VAT: Implementation Checklist
Tax Report for VAT: Generated Transactions
Tax Report for VAT: Process Activity
Tax Report for VAT: Related Report and Inquiry Forms
Applying a Deductible VAT
Applying Deductible VAT: General Information
Applying Deductible VAT: Implementation Checklist
Applying Deductible VAT: Generated Transactions
Applying Deductible VAT: Process Activity
Applying a Reverse VAT
Applying Reverse VAT: General Information
Applying Reverse VAT: Implementation Checklist
Applying Reverse VAT: Generated Transactions
Applying Reverse VAT: Process Activity
Applying a Pending VAT
Applying a Pending VAT: General Information
Applying a Pending VAT: Processing of Documents with Multiple Installments
Applying a Pending VAT: Implementation Checklist
Applying a Pending VAT: Generated Transactions
Applying a Pending VAT: To Apply a Pending VAT to an AR Invoice
Applying a Pending VAT: To Apply a Pending VAT to an AP Bill with Multiple Installments
Applying a Pending VAT: Related Report and Inquiry Forms
Configuring Support for Making Tax Digital (MTD)
To Submit a VAT Return

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