Working with Items
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      3. Working with Items

      Tax Item Type

      See how you can quickly and efficiently add Taxes to your documents.

      TABLE OF CONTENTS

      Ways to Create New Tax Items


      1. From the Item Management page.

      Click the Add Item button and enter the needed information. Select the Tax option in the Item Type column and save the created record. This item can be added to documents through the Catalog for future use (available for Invoices, POs, PRs, RFPs, and Service Orders).

      You can add the Tax-type item at the Catalog level and to a document from the Catalog regardless of the company settings in the Configurations on Taxes functionality.


      2. Directly from the document page.

      Click the Add Tax button in the created document (available for Invoices, Purchase Orders, and their custom forms). This will allow you to create a new Tax type item from scratch.

      The item added through the PO, PR, or Invoice via the Add Tax button can be marked as Add to Catalog. That item will be added to the Catalog with the corresponding Tax type.

      Please note that to see the Add Tax button in the documents, your company must have deactivated the Tax functionality in the Configuration → Basic Settings → Document Setup → General Settings → Taxes.

      If you add a new item line to the document using the Add button and enter the SKU and Name of the existing Tax item in the Catalog, that item will be marked and recorded in the document as Tax type one. 

      In the document, the Tax Item Type will always be displayed with the corresponding Tax icon so you can easily distinguish it from other types:


      As an alternative to creating Item Taxes, you can create them through Configuration, please see the How to Set Up Taxes and Withholding Tax Rates Through Basic Settings guide.

      Main Operational Features of the Tax Items

      • Adding Tax items to an Invoice from a PO will not cause Matching, even if the TL is exceeded. Such items will be automatically transferred to the PO after the Invoice is confirmed, and the amounts in the PO will be updated (including cases where the documents were OCR processed).
      • Tax items cannot be received. When you create a Receipt for a PO, they are automatically excluded from the list of items to receive.
        • In Service Orders, the Can Be Received field will be set to No by default.
        • Tax items are always added as individual lines and cannot be split (the Service Order functionality).
      • Additional Taxes will not be calculated for the Tax items, and Taxes added at the document level also do not apply to these lines. Thus, the “Tax,%” and “Tax Sum” columns are always empty.
      • Tax items can be free of charge or have a negative price.
      • You can add an unlimited number of Tax items to the document, as well as, you can create a document with only these items.
      • The Tax items can be added to the related Credit Notes.
      • If a Tax item has already been created in the Catalog when a document was processed by OCR and the item is recognized, it will be added to the document as the Tax type one. Cases when Taxes will be added as an item line:
        • If you have Taxes turned off for your company and in the OCR Configurations you have activated the Enter Tax as One Line setting then you will be able to enter Tax as a single item line.
        • If you have Taxes enabled in your company and the OCR recognizes only the Tax Amount of the document (and none of the Tax Rate labels were recognized), then the Tax will be added as a separate item line.