Choose Option A to enter actual tax on an invoice. Choose Option B to enter liability tax on an invoice. Choose Option C to enter both actual and liability tax on an invoice as follows:

Note: On the invoice or distribution grids, you may have a Pre-tax column instead of an Amount column. The Pre-tax column only appears if you turned on the Pre-tax option. The Pre-tax option allows you to enter invoice or distribution amounts that do not include tax. You can choose whether you want to enter both invoice and distribution amounts without taxes, or only distribution amounts without taxes.

Turn on the pre-tax option for both the invoice and distribution grid in Accounts Payable settings as follows:

1. From the File menu, select Data Folder Settings, AP Settings (in 9.4.x and earlier) or select Company Settings, AP Settings (in 9.5.x and later).
2. Click Invoice Settings.
3. Click Additional Settings.
4. Select the Pre-tax entry at invoice level check box.
5. Click OK three times.
6. When you enter invoices, the Amount column on both the invoice and distribution grids now appears as the Pre-tax column. Turning on the pre-tax option at the invoice level also turns it on at the distribution level.

Turn on the Pre-tax option only for the distribution grid in Accounts Payable settings as follows:

1. From the File menu, select Data Folder Settings (in 9.4.x and earlier) or select Company Settings (in 9.5.x and later).
2. Click Invoice Settings.
3. Click Distribution Settings.
4. Select the Pre-tax check box for the appropriate vendor types.
5. Click OK three times.
6. When you enter invoices, the Amount column on the distribution grid now appears as the Pre-tax column.

See the link below for more information about turning on taxes in Accounts Payable. See the various Accounts Payable Help topics for more information on setting up tax rates and tax groups.

Option A
Enter actual tax on an invoice as follows:
Note: You can also use the steps below to add actual tax to an existing unpaid invoice with the Change Invoices task.

1. From the Tasks menu, select Enter Invoices.
2. Type the vendor and invoice ID in the appropriate columns.
3. In the Amount column, enter the invoice amount including the tax. If you have a Pre-tax column, enter the invoice amount without including tax.
4. Leave the Tax column blank on the invoice grid. It prefills once you complete your invoice distributions.
   Note: The Tax column may only appear on the distribution grid and not on the invoice grid depending on your Tax usage settings (File, Data Folder Settings, AP Settings, Invoice Settings (in 9.4.x and earlier) or File, Company Settings, AP Settings, Invoice Settings (in 9.5.x and later)).
5. In the distribution grid, enter your Job Cost and General Ledger information as usual.
6. In the Tax Gr column, type a tax group. You can also click List, select an available tax group, and click OK.
7. If you have an Amount column, enter the distribution amount including tax. If you have a Pre-tax column, enter the distribution amount without including tax.
8. The Tax column prefills with the tax amount after you enter the distribution amount in the Amount or Pre-tax column. You can override the prefilled amount if necessary.
9. Enter the rest of the distribution information as usual and click [Accept dist] to accept the distribution.
10. Enter any other distributions as necessary and click Accept invoice to accept the invoice.
11. Click Finish and then click Start to print the journal to a file or printer.

Note: If the invoice distribution includes a Job Cost commitment, you can still add taxes to the distribution and invoice. The tax is included on the amount invoiced for the commitment. This can result in the invoiced amount exceeding the commitment amount if the commitment does not include taxes. If the commitment has a tax group, you cannot override or change the tax group that prefills on an invoice for that commitment.

Option B
Enter tax liability on an invoice as follows:
Note: You can also use the steps below to add liability tax to an existing unpaid invoice with the Change Invoices task.

1. From the Tasks menu, select Enter Invoices.
2. Type the vendor and invoice ID in the appropriate columns.
3. In the Amount or Pre-tax column, enter the invoice amount without including tax.
4. Leave the Tax column blank on the invoice grid. It prefills once you complete your invoice distributions.
   Note: The Tax column may only appear on the distribution grid depending on your Tax usage settings (File, Data Folder Settings, AP Settings, Invoice Settings (in 9.4.x and earlier) or File, Company Settings, AP Settings, Invoice Settings (in 9.5.x and later)).
5. In the distribution grid, enter your Job Cost and General Ledger information as usual.
6. In the Tax Gr column, type a tax group. You can also click List, select an available tax group, and click [OK].
7. In the Amount or Pre-tax column, enter the distribution amount without including tax.
8. Delete any amount in the Tax column.
9. Press TAB or ENTER to move your cursor to the Tax Liab column. This column should prefill with the tax amount you deleted from the Tax column. You can override this amount if necessary.
10. Enter the rest of the distribution information as usual and click Accept dist to accept the distribution.
11. Enter any other distributions as necessary and click Accept invoice to accept the invoice.
12. Click Finish and then click Start to print the journal to a file or printer.

Note: If the invoice distribution includes a Job Cost commitment, you can still add taxes to the distribution and invoice. The tax is included on the amount invoiced for the commitment. This can result in the invoiced amount exceeding the commitment amount if the commitment does not include taxes. If the commitment has a tax group, you cannot override or change the tax group that prefills on an invoice for that commitment.

Option C
Enter actual and liability tax on an invoice as follows:
Note: You can also use the steps below to add actual and liability tax to an existing unpaid invoice with the Change Invoices task.

1. From the Tasks menu, select Enter Invoices.
2. Type the vendor and invoice ID in the appropriate columns.
3. In the Amount column, enter the invoice amount including the actual tax. Do not include the liability tax amount. If you have a Pre-tax column, do not include either the actual or liability tax amount.
4. Leave the Tax column blank on the invoice grid. It prefills once you complete your invoice distributions.
   Note: The Tax column may only appear on the distribution grid depending on your Tax usage settings (File, Data Folder Settings, AP Settings, Invoice Settings (in 9.4.x and earlier) or File, Company Settings, AP Settings, Invoice Settings (in 9.5.x and later)).
5. In the distribution grid, enter your Job Cost and General Ledger information as usual.
6. In the Tax Gr column, type a tax group. You can also click List, select an available tax group, and click OK.
7. If you have an Amount column on the distribution grid, enter the distribution amount including the actual tax. Do not include the liability tax amount. If you have a Pre-tax column on the distribution grid, do not include either the actual tax or the liability tax amount.
8. Verify the Tax column prefills with the actual tax amount after you enter the distribution amount in the Amount or Pre-tax column. Override the prefilled amount if necessary. Verify only the actual tax amount is in the Tax column.
9. Type the appropriate liability tax amount in the Tax Liab column.
10. Verify only tax liability amounts are in the Tax Liab column and only actual tax amounts are in the Tax column.
11. Enter the rest of the distribution information as usual and click Accept dist to accept the distribution.
12. Enter any other distributions as necessary and click Accept invoice to accept the invoice.
13. Click Finish and then click Start to print the journal to a file or printer.

Note: If the invoice distribution includes a Job Cost commitment, you can still add taxes to the distribution and invoice. The tax is included on the amount invoiced for the commitment. This can result in the invoiced amount exceeding the commitment amount if the commitment does not include taxes. If the commitment has a tax group, you cannot override or change the tax group that prefills on an invoice for that commitment.