Calculating Tax on Payable Invoices

Note:
External tax calculation must be enabled for the org and the owner company. If you do not have this enabled, contact your administrator.

Calculate Tax on a Single Payable Invoice

To calculate tax on a single payable invoice using Lightning:

Click the Payable Invoices tab.
From the list view, click the payable invoice that you want to calculate tax on.
On the invoice detail page, click Calculate Tax. The Calculate Tax window displays.
Review the tax details of the payable invoice and click Accept Tax.

Notes:
If there are unsaved changes, a dialog box displays, and you can select from the following:

Select Continue Editing to continue to edit the payable invoice expense and product lines.
Select Discard and Continue to discard the unsaved changes and continue to post the payable invoice.
Select Save and Continue to save the existing changes and continue to post the payable invoice.

To calculate tax on multiple payable invoices using Lightning:

Click the Payable Invoices tab.
Select a predefined view from the drop-down list to select the records to display. Alternatively, you can select Create New View to define your own list view.
Use the checkboxes on the left to select the payable invoices that you want to calculate tax on. We recommend selecting no more than 200 invoices.
Click Calculate Tax. If this button is not available, contact your administrator, or see the Salesforce Help for more information about adding buttons to list views.
Review the tax details of the payable invoices and click Accept Tax.