Taxes required for payables on purchase invoices are determined by suppliers; therefore, agrē does not automatically enter them. You can add, edit, and remove the tax amounts for all three types of payables (operational expense, inventory, cost adjustment) on a purchase invoice. The types of taxes available on purchase invoices are set up in Manage AP Taxes.
Note
Taxes are entered for the entire purchase invoice and not for each item on the purchase invoice.
To enter taxes for a purchase invoice
On the Accounts Payable menu, click Purchase Invoices. Or click the Purch. Invoice toolbar button.
The Purchase Invoices window opens and all purchase invoices created today are listed.
Click Add.
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In the Purchase Invoice list, select the purchase invoice that you want to add taxes to and then click Edit.
The Add Purchase Invoice or Edit Purchase Invoice window opens.
Ensure the mandatory information (and optional information, if needed) is completed on the purchase invoice.
Add, import, or link to items or inventory receipts as needed.
Note
When adding or editing items, you can specify that GST be included in the total price of the item.
Click the Taxes and Credits tab.
In the Tax column, select the tax required from the supplier’s invoice.
To add a tax that does not show by default, select the first empty row in the Taxes table and click the down arrow. Select the tax from the list.
To remove a tax from the list, select the tax and click Remove Tax.
In the Amount column, enter the amount required for each tax from the supplier’s invoice.
Note
You can apply supplier credits to this purchase invoice.
Click Save.