Split tax amount

To the right of each coding line on the Coding tab, you will see a Tax Code field. When you click the field's drop-down you will see the tax codes available to you for this transaction. The tax codes that appear depend on what country you made the purchase in, and on your company taxation policies in that country. Once a tax code is selected, the transaction's tax amount is automatically worked out for you.

A tax calculator (accessed by clicking to the right of the Tax Code field) gives you the ability to define (split) a tax amount across more than one line. This calculator is particularly useful for international transactions or transactions with split amounts of taxation.

To split the transaction's tax amount across more than one coding line:

1. To see the tax component of a transaction, move your cursor over the icon at the end of the coding line.
2. Click . The Tax Calculator window appears.
3. If you want:
   • this coding line to represent a percentage of the total transaction, type that percentage into the Line % field. All the other fields will self-adjust.
   • the tax amount for this coding line to be a certain value, type that value in the Source Tax field. All other fields will self-adjust.
4. Click Apply to return to the Coding tab.
5. Assign the remaining percentage of the transaction to one or more coding line(s).

Note: If the transaction is not an international transaction or the tax code selected for the transaction line is a zero-rated tax code, some of the fields will be greyed out.