Enable and set up excise duty

1. Make sure Excise duty is enabled in the Enable/disable functionalities (CS100000) window. If not, follow these steps to enable the functionality:
   1. click the Change button in the window toolbar,
   2. select the Excise duty check box under Advanced logistics,
   3. click the Enable button in the window toolbar.
2. Make sure you have the latest version of the Veileder for bruk av koder ved fastsettelse av særavgifter document. You need this document to set up the correct excise duties.

Follow the steps below to set up and use the Excise duty functionality.

1. Create the stock item for which you need to report excise duty in the usual way.
   Currently, excise duties can only be connected to stock items.
2. In the Stock items (IN202500) window for the item or the Posting classes (IN206000) window for the item's posting class, on the General ledger accounts tab, in the Excise duty section, select the accounts to be used for the excise duty amount.
   
   If these accounts are not set in the Stock items (IN202500) window, they are retrieved from the Posting classes (IN206000) window. If they are not set there either, you will not be able to release an invoice with this item.
3. In the main menu, click More items, and under Finance, click Excise duty. Complete the following actions for each window, and click after each action.
   
   

   Window	Action
   Duty types (EF204000)	Click and add the excise duty types relevant for your company.
   Duty groups (EF205000)	Click and select a duty type, fill in the Duty group and Duty group description fields to create the duty group which is to be connected to the duty type, under Calculation rule, select Standard or Turnover factor.
   Duty rates (EF207000)	Click and select a duty type and group, fill in the fields Unit, Start date and Duty rate. You can not edit existing duty rate lines. When a duty rate is changed by the government, you need to add a new line with a new start date and the new duty rate.
   Duty items (EF208000)	Click and select a duty type and group, in the Item ID field, select the item you want to connect to this type and group.

   
   Result: the duty type and group combination is added to the Excise duty tab for the item in the Stock items (IN202500) window.
4. Do one of the following:
   

   IF the duty UoM and the item's base UoM are	THEN you
   identical	go to step 5.
   different	go to the Stock items (IN202500) window, the Excise duty tab, and set the conversion factor from the duty UoM to the item base UoM.

5. Optional: to exclude a location that should not pay excise duty, go to the Customer locations (CR303010) window and select Exclude from duty calculation in the General information tab.
   
   All excise duty amounts for excluded locations are 0. You can keep track of these transactions in the Sales/returns excluding excise duty (EF402000) window.
6. Create an order with a duty item in the Sales orders (SO301000) window. The excise duty amount is displayed on the line and the excise duty total in the top part.
   
   Excise duty is supported for all order types, except orders of the TR type.
7. Prepare the invoice directly or after creating and confirming the shipment. The excise duty amount is displayed on the line and the excise duty total in the top part of the Customer invoices (SO303000) window.
8. Release the invoice.
   Result: the system generates a general ledger batch which includes the excise duty amount recorded to the accounts set in Step 2.

To report excise duties to the tax authorities, there are two inquiry windows under the Excise duty menu where you can find the totals you need. These inquiry windows retrieve information from released invoices.

Report sales and returns with calculated excise duty amounts

Follow the steps below to report sales and returns with calculated excise duty amounts:

1. Go to the Sales/returns including excise duty (EF402000) window.
2. In the top part:
   1. select the Excise duty factor you want to display in the table.
   2. select the Period for which you want to report excise duties.
3. Result: the table displays all invoiced transactions with the selected excise duty factor for the selected period. Each excise duty group and type combination is displayed on one line and all invoiced items connected to this group/type combination are accumulated on the line with the accumulated excise duty amounts and quantities.
4. You can now use the information in the table to manually report excise duties to the tax authorities.

Report sales and returns for locations excluded from excise duty

Follow the steps below to report sales and returns for customer locations that were excluded from excise duty calculation.

1. Go to the Sales/returns excluding excise duty (EF402000) window.
2. In the top part, select the Period for which you want to report excise duties.
3. Result: the table displays all invoiced transactions with the excise duty factor 0 for the selected period. Per transaction type Sale or Return, each excise duty group and type combination together with each unique customer location ID for the same postcode and city is displayed on one line, and the quantities of all invoiced items belonging to this unique combination are accumulated.
4. You can now use the information in the table to manually report excise duties to the tax authorities.