Accounts Payable

Edit tax information for bills in draft state

To help support AP Automation for companies using the Taxes application, we no longer validate tax fields while bills are in a draft state.

This means that you can continue to work on a bill and save your progress before you select a tax solution or provide tax details. You can also change this information before you post the bill. The tax solution, tax details, and the vendor are validated when you post the bill.

Details

When you have a subscription to the Taxes application and you create a bill, you can select the Transaction has tax implications checkbox. This lets you enter the tax solution and adds line-level fields for tax detail, tax rate, and transaction tax.

Screenshot of ap draft bill with callouts for Transaction has tax implications and manually entered transaction tax amount

As long as the bill hasn't been posted, you can leave these fields blank, manually enter amounts for the transaction tax, or edit the entries you made.

Until you enter a tax solution, you cannot enter multiple taxes per line. The multiple taxes per line checkbox is not available without a tax solution.

To preserve the integrity of data entered through AP Automation, transaction tax amounts are not recalculated when you add a new tax detail to the line. If you manually enter a transaction tax amount and then later add a tax solution and tax detail, or if you change the tax solution and enter a new tax detail, the transaction tax is not recalculated. Intacct will recalculate the tax amount when you change one tax detail for another.

If you change the tax solution, any selected tax details not associated with the new solution are removed. The calculated transaction totals remain unless you manually change them or recalculate by assigning and then changing the tax details at the line level.

Requirements

Subscription	Accounts Payable Taxes
Regional availability	All regions
User type	Business user
Permissions	Accounts Payable Bills: List, Add, Edit Tax Authority: List, View, Add, Edit, Delete Tax Detail: List, View, Add, Edit, Delete Tax Schedule: List, View, Add, Edit, Delete Tax Schedule Map: List, View, Add, Edit, Delete