Adjusting Tax Display Options

← Configuring Tax Rules

When using tax rules to cover variable or multiple tax rates for invoice line items, you may want to inform your customers about which taxes are actually applied. In support this, you can

• display the tax breakdown table on the invoice PDF
• display the tax type on the invoice PDF

Displaying Tax Breakdown Table

JustOn Billing & Invoice Management can print the tax breakdown table on the invoice PDF. This table contains one line for each applied tax rule. The amount is the sum of all taxes of the same rule. The table is sorted first by the tax type and then by the applied tax rule.

To configure the tax breakdown table display in the invoice template, use the following fields:

Field	Description	Default Value
Tax Table	Checkbox to enable or disable the tax table display on the invoice
Tax Table Text	An introductory text for the tax table	The composition of the taxes is presented on the following table.
Tax Table Columns	Defines the tax detail fields (API names) to be displayed as columns in the tax table, separated by semicolon. To display the local currency, add LocalAmount.	Name;AppliedTaxRule__c;Rate__c;Amount__c

Info

In addition to the default tax table columns (Name;AppliedTaxRule__c;Rate__c;Amount__c), JustOn supports the following columns:

• LocalAmount: the amount in local currency
• TaxBaseAmount: the basis (net) amount from which the tax is calculated
• LocalTaxBaseAmount: the basis (net) amount in local currency
• GrossAmount: the gross amount (tax base amount + tax amount)
• LocalGrossAmount: the gross amount in local currency

This allows for individually displaying the tax-specific net and gross sums on the invoice PDF as required for some jurisdictions.

Before using the tax breakdown table, you may have to add the corresponding fields to the template layout:

1. Navigate to the object management settings of the Template object.
2. Click Page Layouts.
3. In the row of Template Layout, click Edit.
4. Drag the fields Tax Table, Tax Table Columns and Tax Table Text to the Line Items section.
5. Click Save to save the modified page layout.

For help about modifying page layouts, see Managing Pages.

To configure the tax table display:

1. Open the template to be edited.
2. Click Edit in the detail view.
3. Modify the values for Tax Table, Tax Table Text and Tax Table Columns as required.
4. Click Save.

Info

Be aware that the tax rate uses five decimal places by default, which are also displayed in the tax breakdown table. If your business requires different display settings, you can override the decimal places. To show, for example, two decimal places in the tax breakdown table, use the following JSON configuration in the Decimal Places field:

{
    "TaxDetail__c": {
        "Rate__c": 2
    }
}

Adding Tax Type to Tax Label

JustOn Billing & Invoice Management can print the tax type to the tax line below the invoice line item table on the invoice PDF. To this end, you add the placeholder [TaxType] to the Tax Label field of the relevant invoice template.

1. Open the template to be edited.

2. In the Line Items section, click next to the Tax Label field and modify the tax label as required.

   Alternatively, you can click Edit in the detail view to edit the field.

   To display, for example, the tax rate and the tax type, specify this string:

   Tax ([TaxRate] [TaxType])
   

3. Click Save.