## (IND) Entering Form Details for Sales Tax and Purchase Tax Concession

This chapter discusses how to:

- Enter the form details for invoices.

- Enter the form details for purchase vouchers.

### Entering the Form Details for Invoices

This section provides an overview of form detail entry for invoices and discusses how to enter the form details for an invoice.

#### Understanding Form Detail Entry for Invoices

You use the Form Entry program (P75I4112) to enter the form details for an invoice such as form number, form type, form date, and issuing state for claiming sales tax exemption. Sales tax is levied on the sale or purchase of goods.

You can select the invoice with forms to enter the form details. The system stores the information in the Sales Form Information table (F75I401).

When you revise or update sales information, the system updates the Form Details form with information from the temporary Sales Form Information - Second table (F75I401C).

Note. You cannot claim exemption for the education cess associated with sales tax.

#### Prerequisite

Before you complete the tasks in this section, verify that the sales tax type (tax rates) is set up in the JD Edwards EnterpriseOne Advanced Pricing system.

#### Forms Used to Enter the Form Details for Invoices

Form Name | FormID | Navigation | Usage
Form Entry | W75I4112B | Sales Tax (G75I411), Form Entry | Review invoices.
Form Details | W75I4112A | Select an invoice on the Form Entry form and click Select. | Enter form details for an invoice.

#### Entering Form Details for an Invoice

Access the Form Details form.

Form Type | Enter a user-defined code from UDC table 75I/FS to specify the form type for sales tax concession. Examples are: C: Form C. D: Form D. E I: Form E I. E II: Form E II. F: Form F. H: Form H.
Form Number | Enter the identification number of the form.
Form Receipt Date | Enter the date that the form was received.
Issuing State | Enter a user-defined code from UDC table 00/S to specify the state from which the shipment originates.
Sales Tax Amount (A) | Enter the sales tax amount from the invoice.
Concession Amount (B) | Enter the sales tax concession amount from the invoice.

### Entering the Form Details for Purchase Vouchers

This section provides overviews of form detail entry and revisions for purchase vouchers and discusses how to:

- Enter the form details for a purchase voucher.

- Revise the form details for a purchase voucher.

#### Understanding Form Detail Entry for Purchase Vouchers

Suppliers can claim concessions for purchase taxes by submitting the vouchers with forms. You can use the Form Entry program (P75I4132) to enter the form details such as form number, form date, and issuing state for the form type attached to a voucher to claim purchase tax concession. The system stores this information in the Purchase Tax Form Details (F75I402) and Purchase Tax Form Details - Secondary (F75I402T) tables.

#### Understanding Form Detail Revisions for Purchase Vouchers

The forms issued to the suppliers for purchase tax concession can be revoked or made obsolete. You use the Form Revision program (P75I4133) to revise the values in the form, such as form number, form receipt date, and the state issuing the purchase voucher. You can also revise the form from the Form Entry program (P75I4132).

This program enables you to delete the records. The deleted form is listed as a blank form on the Form Entry form.

#### Forms Used to Enter Form Details for Purchase Vouchers

Form Name | FormID | Navigation | Usage
Form Entry | W75I4132A | Purchase tax (G75I413), Form Entry | Review the purchase voucher records.
Fill Form Details | W75I4132B | Select a voucher on the Form Entry form and click Select. | Enter the form details for the purchase voucher.
Select Form Number | W75I4133A | Purchase tax (G75I413), Form Revision | Review form details for a purchase voucher record.
Form Revision | W75I4133B | Select a voucher on the Select Form Number form and click Select. | Revise the form details for the purchase voucher.
Delete Confirmation | W75I4133C | Select a voucher and click Delete on the Form Revision form. | Delete the form.

#### Entering the Form Details for a Purchase Voucher

Access Fill Form Details form.

Form Number | Enter the form number of the form.
Origin State | Enter a user-defined code from UDC table 00/S to specify the state from which the shipment originates.
Form Date | Enter the date on which the form was submitted for processing.
Order Type | Enter a user-defined code from UDC table 00/DT that identifies the type of document. This code also indicates the origin of the transaction. J.D. Edwards EnterpriseOne has reserved document type codes for vouchers, invoices, receipts, and time sheets, which create automatic offset entries during the post program. (These entries are not self-balancing when you originally enter them.) The following document types are defined by J.D. Edwards Oracle and should not be changed: P: Accounts Payable documents. R: Accounts Receivable documents. T: Payroll documents. I: Inventory documents. O: Purchase Order Processing documents. J: General Accounting/Joint Interest Billing documents. S: Sales Order Processing documents.

#### Revising the Form Details for a Purchase Voucher

Access the Form Revision form.