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Tax Setup for AR Down Payment in B1 9.2

Jan 15 at 08:15 AM


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Hi community,

We recently tried to use AR Down Payment Invoice to record upfront payments from customers in B1 9.2. When a customer paid down payment with tax, we realized the tax code was applied but the AR Down Payment Invoice didn't show the tax amount in the doc summary section. As a result, we are not able to record the tax amounts for the down payment, also not able to applied tax correctly when the down payment is realized as revenue.

I went through some postings and the user guide, it seems the withholding tax clearing account can be setup up in the Tax subtab of the Sales tab in GL Account Determination. But in our Tax subtab, it's a blank page without any clickable button or any description.

Some posts mentioned that this might not be supported in older B1 versions so business needed to create a line item for tax then manually transfer the tax in a JE. But this should be available in 9.2.

May I ask if we are missing anything in the GL or tax setup?

Thank you for your help in advance,


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