Set up tax overrides for purchase documents
Sparkrock 365 automatically calculates taxes on expense claims and payment requests as well as when these documents are converted to purchase invoices and purchase credit memos. If necessary, you can set up Sparkrock 365 so that different tax amounts can be specified that override the default tax amounts. For more information about tax overrides, see Tax overrides for purchase documents.
Override tax group code
Before you can override taxes, you must set up a tax group code that represents non-taxable or exempt taxes.
To set up an override tax group code
Choose
, enter purchases & payables setup, and then choose the related link.The Purchases & Payables Setup page opens.
On the Finance Requests FastTab, in Override Tax Group Code, specify the tax group code that represents non-taxable or exempt taxes.
Tax area setup for tax overrides
On the respective Tax Area pages, the percentage fields on the Purchase Requisitions FastTab must match the percentages as configured for the Tax Jurisdiction Code on the tax area lines.
Also, on the Purchase Requisitions FastTab, the override jurisdiction code fields must be populated with the respective tax jurisdiction code for the recoverable portion of the tax. Typically, these values are the same value as the tax jurisdiction code for the recoverable tax that is set up on the Tax Details page.
Note
Note:
The recoverable tax records on the Tax Details page of a tax jurisdiction are the ones where the Expense checkbox is clear and Tax Below Minimum has a value of greater than zero.
Related information
Tax overrides for purchase documents
Set up a tax group
Set up a tax area
Set up a tax jurisdiction
Reporting sales tax in Canada
Reporting Goods and Services Tax (GST) and Harmonized Sales Tax (HST) in Canada
Reporting sales tax in the US
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