These requirements apply to changing an existing detail or summary tax line:

1. The Allow Override for Calculated Tax Lines option is enabled for the applicable configuration owner and application event class.

   If you update automatic tax calculation and you want E-Business Tax to automatically recalculate the tax on the tax lines you enter manually, then you must enable the Allow Recalculation for Manual Tax Lines option.

   If you update automatic tax calculation and you want E-Business Tax to recalculate the tax on all other tax lines on the same transaction, then you must enable the Tax Line Override Impacts Other Tax Lines option.

   See: Setting Up Configuration Owner Tax Options for information about updating event class options.

2. The Allow Override for Calculated Tax Lines option is enabled for the tax.

   See: Setting Up Taxes.

3. For Payables transactions, you cannot enter or change detail tax lines while you have unsaved changes to summary tax lines.

4. E-Business Tax performs a limited evaluation of tax rules on certain updates to a tax line. See: Rule Order and Rule Evaluation for more information.

5. You can update these fields:

   • Tax Status

   • Tax Jurisdiction

   • Tax Rate

   • Tax Amount

   • Percentage Rate or Quantity Rate

   • Self Assessed option

   • Inclusive option

6. These requirements apply to changing tax statuses:

   • You cannot update the tax status on detail tax lines that are enforced from the natural account.

   • If you update a tax only tax line and change the tax status, you must to re-enter the tax rate code.

7. These requirements apply to changing tax rates:

   • Set the Allow Tax Rate Override option for the applicable tax status.

   • Set the Allow Ad Hoc Rate option for the applicable tax rate.

   • You may need to change the tax status to change to the appropriate tax rate.

   • You can change the calculated tax rate derived from the tax status by selecting another tax rate defined for the same tax regime, tax, and tax status.

     See: Setting Up Tax Rates.

8. These requirements apply to changing tax rate percentages or quantity rates:

   • You cannot update the tax rate code and rate fields on detail tax lines that are enforced from the natural account.

   • You can only update the tax rate percentage if the tax rate code has the option Allow Ad Hoc Rate enabled.

9. These requirements apply to changing tax amounts:

   • The setting for the Adjustment for Ad Hoc Amounts option of the tax rate determines which value is adjusted--the taxable amount or the tax rate--when you change the tax amount.

   • If a detail tax line belongs to an historic transaction, you can only update the tax amount.

   • You can change the tax amount independent of the tax inclusive and compound tax settings. If you change the tax amount, E-Business Tax recalculates the tax amounts on all detail tax lines.

   • If you defined tax tolerances for Payables transactions, then if the updated tax amount exceeds the specified tolerance, E-Business Tax places the invoice on hold. See: Defining Tax Tolerances.

   • If the tax rate is 0, you can only enter 0 as the tax amount.

10. These requirements apply to changing the Inclusive option:

    • If you update the Inclusive option setting, E-Business Tax recalculates the taxable amount and transaction amount.