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How to: Set Up Excise Tax in the General Ledger and as a Payment Structure

Before you post entries to the general ledger that include excise tax, you must set up excise in the general ledger. Also, you can add excise tax as a payment structure to make it easier to include excise tax in order processing.

To set up excise tax for general ledger

  1. In the Search box, enter General Ledger Setup, and then choose the related link.

  2. On the Tax Information FastTab, in the Excise section, fill in the fields as described in the following table.

    Field Description

    Check Negative RG Balance

    Select to check for negative Register General (RG) balance.

    PLA Account

    The Personal Ledger Account (PLA) number.

    Excise Expenses Account

    The excise expense account that is used as an expense in sales transactions or purchase transactions.

    Excise Expense Acc. - Job Work

    The excise expense account that is used for job work.

    Excise Rounding Precision

    The interval that you must use when rounding excise amounts in a local currency. Enter 1.00 to round the excise value for each duty component to the nearest whole number.

    Excise Rounding Type

    The type of rounding that is used for an excise amount. This field determines whether the excise amount will be rounded up or down to the nearest interval. The rounding amount is specified in the Excise Rounding Precision field.

  3. Choose OK.

To set up excise tax for structure

  1. In the Search box, enter Structure, and then choose the related link.

  2. Select the structure that you want to set up for the excise tax, and on the Home tab, in the Manage group, choose Edit.

  3. On the Structure Details FastTab, fill in the fields as described in the following table.

    Field Description

    Type

    Specify Excise to indicate the tax type as excise. The Tax/Charge Code field is automatically set to EXCISE.

    Calculation Type

    Specify Percentage as the calculation type.

    Include Base

    Select to indicate that the base amount will be included in the amount that will be used to calculate the excise tax or charge.

  4. Choose OK.

For more information, see Tax and Payment Structures.

See Also

Tasks

How to: Set Up Tax or Charge Groups and Structures

Concepts

Excise Tax Overview
Tax and Payment Structures

Other Resources

General Ledger Setup Window