How to calculate excluded taxes automatically on Sage 300 Accounts Payable


  1. Open Accounts Payable>A/P Transactions>Invoice Entry.
  2. Select an invoice, or enter a new one, as usual.  Before proceeding to the next step, make sure that the one Document tab, you have:
    • Entered the total amount of the document in the Document Total field.
    • Subtracted the excluded tax amount from the document total, and distributed the difference using a distribution set or entering distribution lines manually.
  3. On the Taxes tab:
    • Select Calculate as the tax entry method for both the Tax Amount field and the Tax Base field.
    • Check the tax classes.  If they are not correct, use the Finder to select the correct classes for each authority.
    • Double-click in the Tax Included column, or press the Spacebar, to select No for each tax that should be listed separately on the invoice.
    • Click Distribute Taxes.
      • Note: Because detail taxes are calculated automatically, you cannot change the allocated tax directly for detail lines on the Document tab.  However, you can change the tax class or Tax Included setting for an individual line, as described in step 2. 


If necessary, seek the assistance of Acute Data Systems to help provide assistance with this process.