How do I store commonly used tax categories and rates for future invoices?

If your customer lets you define your own tax rates on invoices, you can save the tax types and rates you use most frequently for quick retrieval on future invoices.

To configure your tax menu:

1. Locate the Tax section in the invoice header. If you do not see this section, scroll down to the invoice line items.
2. Click the arrow () to the right of the Tax Category field. If you are in the invoice line items area, the Tax Category field appears under Insert Line Item Options.
3. Select Configure Tax Menu.
4. On the Configure Tax page, click Create.
5. Choose a value for the Tax Category field. For example, choose Sales Tax if this is the most common tax you enter on invoices.
6. Define the tax rate you charge most often on invoices.
7. (Optional) Add a description for this tax.
8. Click Create to add another tax type and rate to your saved list.
9. Click OK after you've finished adding taxes to your list.

To use one of your saved taxes on an invoice:

1. Click the arrow () to the right of the Tax Category field.
2. Select the appropriate saved tax from the top of the list.

You can access the tax configuration menu from any invoice in order to make changes to the list.

SAP Business Network for Procurement & Supply Chain > Transaction Documents > Transaction (Invoicing)