Accounting › Close & Compliance
Tax
What a code is, how a rate is found, which one applies, what the return should say, and what is deducted at payment.
In Accounting → Close & Compliance · 19 screens
RecordsTax CodesWhat a document line carries. Zero-rated, exempt and out of scope all show 0.00 on the invoice and are three different things on the return.OpenViewVAT Exemption CodesZATCA’s exemption reason codes: the VAT category each one may be used with, and the official English and Arabic wording printed on the invoice.OpenRecordsTax RatesWhat a code is worth on a date. A rate change is a new row, never an edit — an invoice raised before the change keeps the old rate forever.OpenRecordsTax DeterminationWhich code applies, in priority order, first match wins. This IS the tax engine; everything else is bookkeeping around it.OpenRecordsExemption CertificatesA certificate that has expired is the commonest cause of an assessment, so the expiry is a column rather than a note.OpenViewTax TransactionsEvery tax amount on every document, with the TAXABLE BASE the ledger never held. A return cannot be produced without it.OpenRecordsTax ReturnsA period, the boxes, what the ledger says each should contain, and what was actually filed. A declared figure that differs from the ledger carries a reason.OpenViewTax SummaryWhat the return should say, straight from the transactions — the calculation a preparer sees before typing anything.OpenRecordsReturn TemplatesThe shape of a form. A VAT return has boxes, a GSTR-1 has tables, a sales tax return has schedules — all three are "a named slot with a rule for what goes in it".OpenRecordsReturn BoxesA box is filled from tax transactions, or it is arithmetic over other boxes. A box that is the sum of two others is not stored twice.OpenRecordsTax JurisdictionsWhere tax is levied, nested — a US sale carries state and county and city tax at once, and they are three postings.OpenRecordsTax AuthoritiesWho levies it, under which registration, and where a return is filed.OpenRecordsTax ClassificationsWhat the item IS for tax purposes. A chocolate biscuit and a cake are the same category and different VAT rates — a real case that went to court.OpenRecordsWithholding TypesDeducted at payment, remitted to the authority, and certified to the supplier. Three obligations from one deduction.OpenRecordsWithholdingWhat was deducted, from whom, and whether the certificate the supplier will ask for in April has been issued.OpenRecordsDeferred Tax ItemsTemporary differences between the accounting base and the tax base. Almost universally kept in a spreadsheet, and the reason the tax note is the last thing finished at every year end.OpenViewDeferred TaxThe two bases, the difference, and the asset or liability it gives rise to — computed rather than typed, so the tax note reconciles.OpenRecordsTaxability RulesWhat a kind of item is worth in a jurisdiction: exempt, taxed at a reduced rate, or taxed in full — inherited by the counties, cities and districts beneath it unless they say otherwise.OpenViewLine Tax DetailThe tax on every invoice, quotation and order line, jurisdiction by jurisdiction, as the document worked it out: what a return reads by state, county, city and district.Open
Columns, fields and actions
| Screen | Kind | What it is | Columns | Fields | Actions |
|---|---|---|---|---|---|
| Tax Codes | List | What a document line carries. Zero-rated, exempt and out of scope all show 0.00 on the invoice and are three different things on the return. | 11 | 21 | 0 |
| VAT Exemption Codes | Read-only list | ZATCA’s exemption reason codes: the VAT category each one may be used with, and the official English and Arabic wording printed on the invoice. | 8 | 0 | 0 |
| Tax Rates | List | What a code is worth on a date. A rate change is a new row, never an edit — an invoice raised before the change keeps the old rate forever. | 9 | 10 | 0 |
| Tax Determination | List | Which code applies, in priority order, first match wins. This IS the tax engine; everything else is bookkeeping around it. | 10 | 24 | 1 |
| Exemption Certificates | List | A certificate that has expired is the commonest cause of an assessment, so the expiry is a column rather than a note. | 11 | 11 | 0 |
| Tax Transactions | Read-only list | Every tax amount on every document, with the TAXABLE BASE the ledger never held. A return cannot be produced without it. | 11 | 0 | 0 |
| Tax Returns | List | A period, the boxes, what the ledger says each should contain, and what was actually filed. A declared figure that differs from the ledger carries a reason. | 13 | 8 | 3 |
| Tax Summary | Read-only list | What the return should say, straight from the transactions — the calculation a preparer sees before typing anything. | 10 | 0 | 0 |
| Return Templates | List | The shape of a form. A VAT return has boxes, a GSTR-1 has tables, a sales tax return has schedules — all three are "a named slot with a rule for what goes in it". | 10 | 12 | 0 |
| Return Boxes | List | A box is filled from tax transactions, or it is arithmetic over other boxes. A box that is the sum of two others is not stored twice. | 8 | 10 | 0 |
| Tax Jurisdictions | List | Where tax is levied, nested — a US sale carries state and county and city tax at once, and they are three postings. | 10 | 20 | 0 |
| Tax Authorities | List | Who levies it, under which registration, and where a return is filed. | 7 | 9 | 0 |
| Tax Classifications | List | What the item IS for tax purposes. A chocolate biscuit and a cake are the same category and different VAT rates — a real case that went to court. | 7 | 8 | 0 |
| Withholding Types | List | Deducted at payment, remitted to the authority, and certified to the supplier. Three obligations from one deduction. | 9 | 17 | 1 |
| Withholding | List | What was deducted, from whom, and whether the certificate the supplier will ask for in April has been issued. | 12 | 16 | 0 |
| Deferred Tax Items | List | Temporary differences between the accounting base and the tax base. Almost universally kept in a spreadsheet, and the reason the tax note is the last thing finished at every year end. | 9 | 17 | 1 |
| Deferred Tax | Read-only list | The two bases, the difference, and the asset or liability it gives rise to — computed rather than typed, so the tax note reconciles. | 11 | 0 | 0 |
| Taxability Rules | List | What a kind of item is worth in a jurisdiction: exempt, taxed at a reduced rate, or taxed in full — inherited by the counties, cities and districts beneath it unless they say otherwise. | 9 | 11 | 0 |
| Line Tax Detail | Read-only list | The tax on every invoice, quotation and order line, jurisdiction by jurisdiction, as the document worked it out: what a return reads by state, county, city and district. | 14 | 0 | 0 |