Tax Distribution

[renoaces]

What is the best way to deal with sales tax in Concur Invoice?? If we have items on an invoice going to different accounts we want the tax distributed based on the value of the item. It seems Concur is only able to distribute equally across line items which wouldn't be accurate with $20 worth of tax being split in half towards a $1,000 expense and a $100 expense going to separate accounts. Is there any better way to deal with tax or a way to distribute tax based on the line item's percentage of the subtotal? PLEASE HELP!

[leedau]

@renoaces Thanks for posting in the SAP Concur Community. I have reached out internally for input and will revert back. 

[MelissaS]

Hi! 

We have customers add a 'Sales Tax Amount' field to the line level so it can be entered by line as needed. 

If you'd like to move forward with this, please log a ticket with Support so the configuration can be updated as needed.

Thanks!

Missy

[renoaces · Accepted solution]

Turns out, I just had to change the tax capture settings to the header level. Thanks to Jason with support for helping me with that!