Field help (SFIVATRUL)

This field is used to specify the tax calculation rule to apply to the invoicing element.
 The tax rate is generally determined by crossing the tax rule associated with a customer (which can be modified on document entry) and the tax level associated with a product (specified on the document line).
 See the documentation on the Tax rates for further information.

Five rules are available for calculation of taxes on invoicing elements:

• Product rate: this rule basically consists in applying to the invoice footer, the same tax level as that of the products defined on the document lines. The product tax level crossed with the tax rule defined for the customer gives the tax rate that will be applied to the footer element.
  When different tax levels exist in the document lines, the tax calculation is made in proportion to the totals of the different bases liable to tax. When it concerns an element in quantity whose calculation base is expressed tax excluded (for example a discount in quantity), the value is split in proportion to the subject bases for the lines. This is regardless of whether the invoicing element is expressed excluding or including tax, or whether the document it applies to includes ex-tax or including tax lines.
  Particular case:  when the calculation basis of an invoicing element includes tax, the tax calculation is not determined. The complete invoicing element (tax included) will be applied to the account associated with this invoicing element. In all cases, the tax code present on the accounting document line associated with the invoicing element account will be equal to the undetermined tax code contained in the CPT\EXETAX general parameter.

• Fixed rate: a single and only tax rate will be applied on the footer element. The tax level must then be specified. This level will be used to determine the rate to apply according to the rule specified on the invoice.
• Maximum rate: after aggregating the liable amounts of each main tax, the tax with the largest total will be applied to the element.
• Minimum rate: after aggregating the liable amounts of each main tax, the tax with the smallest total will be applied to the element.
• Distribution: the value of this invoicing element is split at the time of the calculation into as many elements as there are main taxes on the invoice revenues. The value of each receipt element is determined in proportion to the ex-tax amounts of the lines.
  In the valuation table, the amount liable to tax is not integrated with the amounts liable to product tax. It is therefore necessary to subject the receipt elements to the corresponding fixed rates.
  If, at the time of the distribution calculation, there is not collector element for a tax, the value not allocated is integrated into the amount liable to product tax.

It is also possible to specify whether an invoicing element must be integrated into the calculation basis of the additional or special taxes.

The CTLTAX - Control of tax codes parameter (VEN chapter, VAT group) allows you to check that the tax codes are correctly determined on the sales documents lines and invoicing elements.

Invoicing elements having a 'Product', 'Maximum rate' or 'Minimum rate' tax rule are subject to the various line taxes: if a tax code is inconsistent on document lines, it will be on invoicing elements.