Apply Multi-Part Tax Codes to Bill Pay

You can apply multi-part tax codes while creating invoices in Bill Pay.

 

How to select a multi-part tax code

1. Navigate to Bill Pay > Drafts
2. Select "New Bills"
3. In the line item(s), select a Tax Code for your invoice  

If the selected tax code has multiple tax components, a field component will appear for each required rate. These amounts will be automatically filled based on which Source is selected for the Tax Amount:

• Invoice: The tax amount will be pulled by the OCR from the uploaded invoice document

• Tax Code: The tax amount will be calculated based on the selected Tax Code and the tax rate of each component

• Override: The tax amount will be calculated based on the manually inputted tax amount for each component