Once there are bottom line discounts or line-item discounts included in an opportunity it can be difficult to understand the amount that each line item is being taxed. The tax breakdown makes it easy to view the taxable amount for each line item on an opportunity.
Note: Only the items that you have selected for that branch will have sales tax calculated for them
View the Tax Breakdown on an Opportunity
Step 1: Navigate to the Accounting tab on an opportunity.
Step 2: Ensure that the opportunity has been finalized. This will populate your actual charges on the opportunity.
Step 3: Navigate to the Opportunity Total Panel.
Step 4: Locate the line for sales tax.
Step 5: Select the menu icon.
Step 6: From the drop-down menu, select to View Tax Breakdown.
A dialog box will populate showing you the tax breakdown of the opportunity. The breakdown will show each job that is included in the opportunity that has been finalized.
Tax Breakdown
From the tax breakdown each line item includes the following information:
Base Amount: The actual charge of the line item before any discounts are applied.
Line-Item Discount: The amount that is being deducted from that single line item as a discount.
Bottom-Line Discount: The weighted amount that is being deducted from that line item as a discount.
Taxable Amount: The amount that is taxable for this charge after discounts are applied.
Total Tax: The total amount that is being taxed for that line item.
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