Adding a Tax Summary
The steps required to add multiple tax rates via a Tax Summary on an invoice.
Brian Carolan avatar
Written by Brian Carolan
Updated over a week ago

Adding a Tax Summary allows you to reflect multiple tax rates that are present on the invoice.

How do I add a Tax Summary?

On a Purchase or Sales invoice, click Add Tax Summary at the bottom left side of the invoice view screen.

Category codes can be applied per tax rate and these are remembered by AutoEntry; automatically populating these fields every time another invoice is processed for that supplier.

The Category and Tax codes can be selected from the drop-down menus.

Please note

When entering a Tax Summary manually, please be aware that a warning message will appear if the figures do not add up. Correcting the figures will clear this message.

Related Articles

  • If you are instead looking for a guide on Line Item Extraction, please refer to this article.

Last edited:

Apr 27, 2023, 07:00 AM

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