You must perform these functions in this Enter Invoices window:

1. Ensure that the following Payables options are set. Calculate tax at the line level. If this option is not set, you must move to the Tax Name field for the Tax Calculation pop-up window to appear and choose line level every time you process an invoice.

Check the Allow Override check box and the Distribution Amounts Include Tax check box, depending on how you want your tax entry and processing to occur.

2. You should not populate the Tax Name in the header because taxes are calculated only at the line level.

3. In the Invoice Distributions region of the Enter Invoice window, enter the amount inclusive or exclusive of tax, whichever the preferred processing method.

Note: You can only use Tax Exclusive with a Use Tax Type.

4. The Tax Name field must contain the Group Name. The Group Name represents the formula title.

5. To view the tax breakout, you must either:

Save the data and then press return again. The distribution occurs.

or

Press the Calculate Tax button. Oracle Payables saves the data and then completes the tax distribution.

The tax distribution can occur in batch via Payables approval.