Calculating Tax on Sales Credit Notes

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

You can only calculate tax on sales credit notes that have a status of "In Progress".

Calculate Tax on a Single Sales Credit Note

To calculate tax on a sales credit note using Lightning:

  1. Click the Sales Credit Notes tab.
  2. From the list view, click the sales credit note that you want to calculate tax on.
  3. On the credit note detail page, click Calculate Tax. The Calculate Tax window displays.
  4. Review the tax details of the sales credit note and click Accept Tax.

Calculate Tax on Multiple Sales Credit Notes

To calculate tax on multiple sales credit notes using Lightning:

  1. Click the Sales Credit Notes tab.
  2. 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.
  3. Use the checkboxes on the left to select the sales credit notes that you want to calculate tax on. We recommend selecting no more than 200 credit notes.
  4. 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.
  5. Review the tax details of the sales credit notes and click Accept Tax.
Tip:

If you change the values of any of the fields in the Manage External Tax Status field set after you have calculated the tax, the External Tax Status field is reset to "Not Calculated", and you must re-calculate the tax. This ensure you do not commit incorrect tax values. For more information, see Sales Credit Note Line Item Field Sets.

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 sales credit note expense and product lines.

  • Select Discard and Continue to discard the unsaved changes and continue to post the sales credit note.

  • Select Save and Continue to save the existing changes and continue to post the sales credit note.