Copy tax rates and tax references from invoice lines

Learn how to copy the tax rate value and the tax reference information from a selected tax line and apply the copied information to all the lines of the invoice.

This functionality is available only on the Coupa Supplier Portal (CSP) for invoices where:

  • The supplier channel invoice presentation type is Supplier Compliance or Content Validation.

  • The invoice was issued in Japan, Australia, or New Zealand.

In countries with only a few tax rates, manually setting the tax rate for each invoice line can be time-consuming, especially when handling multiple invoice lines.

To simplify this process, suppliers can use the Copy Tax feature, shown next to individual tax lines in the CSP. It enables you as a supplier to copy the tax rate value and the tax reference information from a selected tax line and apply the copied information to all the lines of the invoice. This prevents the need for repetitive manual tax rate entry on every invoice line.

  1. Log into the CSP and select the Invoices tab in the main menu.
  2. Select the customer whose invoices you want to see from the Select Customer drop-down list in the top right corner.
    Figure 1. The Select customer dropdown option in the Invoices page
    The "Select customer" dropdown options displayed over a dimmed Coupa Supplier Portal homepage background. The dropdown first option displays a placeholder "[Buyer ABC Inc]" example, and below an option to select "All (Offered by Advanced)".
    If you have Coupa Advanced, you can have a consolidated view of all your invoices across all your Coupa customers.
  3. Select the specific Invoice number from the table of results displayed on the page.
    The invoices table of results looks different if you selected the "All (Offered by Advanced)" or a specific customer.
    Figure 2. Table of invoices results when the All (Offered by Advanced) option is selected
    The "Invoices" dashboard in the Coupa Supplier Portal displaying the all-customer table view . A top control bar features a "Select customer" dropdown set to "All (Offered by Advanced)" alongside a blue "Upload Invoice" button labeled "Beta". The main section includes search and filter controls, an "Export & Schedule" button, and an informational message about data sync timing. The data table contains columns for Customer, Invoice Number, Invoice Date, PO Number, Status, Total, and Actions . Listed rows show various invoice statuses, such as Draft, Pending Approval, and Disputed, across customers including ABC Inc. and Jane Doe Company, with pencil edit and trash delete icons in the Actions column.
    Figure 3. Table of invoices results when a specific customer is selected
    The "Invoices" management dashboard displaying the single-customer invoice table. Above the table there are buttons allow creating invoices from POs, Service Sheets, or Credit Notes. A blue toolbar includes an "Export to" dropdown, a "View" filter dropdown set to "All", and a search bar. The table features columns for Invoice #, Created Date, Status, PO #, Total, Unanswered Comments, Dispute Reason, and Actions. The rows on the table display invoices in various states, including Draft, Disputed, Approved, and Pending Approval, with dispute reasons like "Discount rate missing or incorrect" and "Price does not match the amount from PO, Contract or Catalog", accompanied by edit, delete, or resolve icons.
    Selecting the Invoice number redirects to the Invoice details page.
    Figure 4. Invoice details page
  4. In the Invoice Details page, go to Lines > Taxes.
  5. Select Copy Tax next to an individual tax line.
    A dialog opens.
  6. Confirm and select Copy Tax Rate.
The application automatically copies the tax rate and tax reference from the invoice line and adds the information to all other lines of the invoice.