Calculating Tax on Sales 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.

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

Calculate Tax on a Single Sales Invoice

To calculate tax on a single sales invoice using Lightning:

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

Calculate Tax on Multiple Sales Invoices

To calculate tax on multiple sales invoices using Lightning:

  1. Click the Sales Invoices 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 invoices that you want to calculate tax on. We recommend selecting no more than 200 invoices.
  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 invoices 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 Invoice 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 invoice expense and product lines.

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

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