> For the complete documentation index, see [llms.txt](https://docs.docbits.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.docbits.com/infor-integration-and-configuration/exporting-to-infor/ln/export-tax-codes-to-ln.md). # Export Tax Codes to LN ## **Overview:** \ This guide will walk you through the setup process to ensure tax codes are correctly exported from DocBits to LN. ## **Single Tax Codes** ### **Step 1: Set Up List of Values** 1. Go to **Settings** -> **Document Processing** -> **List of Values**.

2. Click **New**.

3. Create a list with the name `Tax_Country` and click **Save**.

4. Create the following three additional lists: * `Tax_Code_Full` * `Tax_Code_Reduced` * `Tax_Code_Free`

5. Click on one of the newly created lists to open it. Then, press the **Add Row** button to add a new row.

6. Enter the desired respective values from **LN** and press **Save** to save the changes. * If you have multiple values, you can click **Add More Values** to add them.

* **NOTE:** You can find the Tax Codes in LN under: **Common** → **Taxation** → **Master Data** → **Tax Codes** → **Tax Codes by Country**

### **Step 2: Add Fields in DocBits** 1. Navigate to **Settings** -> **Global Settings** -> **Document Types**.

2. Choose the **Fields** menu corresponding to the Document Type where you wish to add the fields.

3. Under **VAT & Amounts**, create six new fields as follows:


Name	Title	Field Type	List of Values
`tax_country`	Tax Country	Dropdown	Tax_Country
`tax_country_2`	Tax Country Reduced	Dropdown	Tax_Country
`tax_country_3`	Tax Country Free	Dropdown	Tax_Country
`tax_code_without_country`	Tax Code	Dropdown	Tax_Code_Full
`tax_code_without_country_2`	Tax Code Reduced	Dropdown	Tax_Code_Reduced
`tax_code_without_country_3`	Tax Code Free	Dropdown	Tax_Code_Free

4. After saving each field, click on **Save Settings** to apply the changes.

### **Step 3: Edit Layout** 1. Go to **Settings** -> **Global Settings** -> **Document Types**.

2. Open the **Edit Layout** menu for the Document Type you want to edit.

3. Select the appropriate **Document Origin** for which you want to apply the Tax Codes

4. Scroll down to the **Tax Details** section.

5. Expand the **Form Elements** dropdown menu. 6. In the **Tax Details** section, use the **Horizontal Separator Tool**. Drag and drop it between the sub-sections within the tax section to clearly separate them and reduce confusion.

7. Expand the **Form Fields** dropdown menu. 8. Search for **Tax Country** and drag and drop the field into its respective area.

9. Search for **Tax Code** and drag and drop the field into its corresponding area.

10. Save the template.

### Step 4: Verify that Everything Worked After uploading a new document into DocBits with the correct document settings selected, you should now be able to select the tax codes you added to the lists in Step 1.

## Multi Tax Code ### **Step 1: Set Up List of Values** 1. Go to **Settings** -> **Document Processing** -> **List of Values**.

2. Click **New**.

3. Create a list with the name `Tax_Country` and click **Save**.

4. Create the following three additional lists: * `Tax_Code_Full` * `Tax_Code_Reduced` * `Tax_Code_Free`

5. Click on one of the newly created lists to open it. Then, press the **Add Row** button to add a new row.

6. Enter the desired respective values from **LN** and press **Save** to save the changes. * If you have multiple values, you can click **Add More Values** to add them.

* **NOTE:** You can find the Tax Codes in LN under: **Common** → **Taxation** → **Master Data** → **Tax Codes** → **Tax Codes by Country**

### **Step 2: Add Fields in DocBits** 1. Navigate to **Settings** -> **Global Settings** -> **Document Types**.

2. Choose the **Fields** menu corresponding to the Document Type where you wish to add the fields.

3. Under **VAT & Amounts**, create six new fields as follows:


Name	Title	Field Type	Value
`tax_country`	Tax Country	Dropdown	Tax_Country
`tax_country_2`	Tax Country Reduced	Dropdown	Tax_Country
`tax_country_3`	Tax Country Free	Dropdown	Tax_Country
`tax_code_without_country`	Tax Code	Dropdown	Tax_Code_Full
`tax_code_without_country_2`	Tax Code Reduced	Dropdown	Tax_Code_Reduced
`tax_code_without_country_3`	Tax Code Free	Dropdown	Tax_Code_Free

4. After saving each field, click on **Save Settings** to apply the changes.

### **Step 3: Edit Layout** 1. Go to **Settings** -> **Global Settings** -> **Document Types**.

2. Open the **Edit Layout** menu for the Document Type you want to edit.

3. Select the appropriate **Document Origin** for which you want to apply the Tax Codes

4. Scroll down to the **Tax Details** section.

5. Expand the **Form Elements** dropdown menu. 6. In the Tax Details section use the **Sub Group** Tool. Drag and Drop it next to an existing field

7. To name your subgroup, click on the subgroup and enter your desired name in the **Label** field.

8. Drag and drop the fields that correspond to this group into the **Sub Group** field.

9. Expand the **Fields** dropdown menu. 10. Search for **Tax** and drag and drop the respective fields, such as **Tax Country** and **Tax Code**, into the corresponding subgroup.

11. Repeat steps 5 through 10 2 times to reach the following state:

12. Save the template.

### Step 4: Verify that Everything Worked and resulting changes After uploading a new document into DocBits with the correct document settings selected, you will be able to select the tax codes you added in Step 1 and add multiple tax codes configured in Step 3. * The document will begin with three distinct sections: one for Tax Full amounts, one for Tax Reduced amounts, and one for Tax Free amounts. * Clicking the plus button within a section will create a duplicate, allowing multiple submissions at the selected tax rate.

* Sections can be deleted by clicking the remove button.

* Total Amounts will be calculated as a sum of all sections * Validation of Total Amount will be modified based on all tax-sections * Scripts for new sections can only be applied once fields have been added to the view. ### Note for LN: In **LN** USt Position will be filled out based on the position number from the Tax Code/Tax Country dropdown menu. Only the Position number will be sent to export.

#### **Export Mapping** To link the Tax Line with the Cost Line: 1. Add `TaxLine` to the **InvoiceCostFields** list. 2. Add the following entry, following the example below:\ `ICF_TaxLine = TF_position`

--- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://docs.docbits.com/infor-integration-and-configuration/exporting-to-infor/ln/export-tax-codes-to-ln.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.