Accounting › Tax
Line Tax Detail
The tax on every invoice, quotation and order line, jurisdiction by jurisdiction, as the document worked it out: what a return reads by state, county, city and district.
Where to find it
- Module: Accounting
- Group: Close & Compliance
- Section: Tax
- Screen: Line Tax Detail
Address in the console: /accounting/document-tax-lines
Read-only list · 14 columns
This list is read-only: its records are written by the work that produces them. A correction, where one is possible at all, is made where the record was created.
What the list shows
These are the columns of the list, in the order they are drawn. Any of them can be sorted on, filtered on, hidden, or exported.
| Column | Kind | Field name |
|---|---|---|
| Date | Date | document_date |
| Document | Status | document_type |
| No | Code | document_no |
| Line | Number | line_no |
| State | Code | state_code |
| Level | Status | level |
| Jurisdiction | Text | jurisdiction_name |
| Code | Code | tax_code |
| Sourced | Status | sourcing |
| Outcome | Status | outcome |
| Rate % | Number | rate_pct |
| Taxable | Amount | taxable_base |
| Exempt | Amount | exempt_amount |
| Tax | Amount | tax_amount |
The rules that apply here
Everything on this screen obeys the platform rules rather than rules of its own. The ones worth knowing before you use it:
- Narrowing a list — search, conditions, sort, totals, export and saved views.
- What may be changed — the five grounds a record may not be edited on.
- Companies and business units — what the switcher above this list is doing to it.
Beside it in Tax
RecordsTax CodesOpenViewVAT Exemption CodesOpenRecordsTax RatesOpenRecordsTax DeterminationOpenRecordsExemption CertificatesOpenViewTax TransactionsOpenRecordsTax ReturnsOpenViewTax SummaryOpenRecordsReturn TemplatesOpenRecordsReturn BoxesOpenRecordsTax JurisdictionsOpenRecordsTax AuthoritiesOpenRecordsTax ClassificationsOpenRecordsWithholding TypesOpenRecordsWithholdingOpenRecordsDeferred Tax ItemsOpenViewDeferred TaxOpenRecordsTaxability RulesOpen