Tax Determination
Which code applies, in priority order, first match wins. This IS the tax engine; everything else is bookkeeping around it.
Where to find it
- Module: Accounting
- Group: Close & Compliance
- Section: Tax
- Screen: Tax Determination
Address in the console: /accounting/tax-determination-rules
List · 10 columns · 24 fields on its form · 3 of them required · 1 action
What the list shows
These are the columns of the list, in the order they are drawn. Any of them can be sorted on, filtered on, hidden, or exported.
| Column | Kind | Field name |
|---|---|---|
| Priority | Number | priority |
| Code | Code | code |
| Name | Text | name |
| Transaction | Status | transaction_type |
| From | Text | ship_from_country |
| To | Text | ship_to_country |
| Code | Code | tax_code |
| 2nd | Code | tax_code_2 |
| 3rd | Code | tax_code_3 |
| Active | Yes or no | is_active |
The form
What is asked for when a record is created here. Required fields are marked; a choice drawn from a configuration list is one an administrator can extend without a release.
| Field | Type | Choices | Notes |
|---|---|---|---|
| Code required | Text | ||
| Name required | Text | ||
| Priority | Number | Lower runs first. | |
| Transaction type | Choice | sale, purchase, import, export, transfer, service, all | |
| Ship-from country | Text | ||
| Ship-from region | Text | ||
| Ship-to country | Text | ||
| Ship-to region | Text | ||
| Jurisdiction | Choice | Looked up from existing records | |
| Classification | Choice | Looked up from existing records | |
| Item | Choice | Looked up from existing records | |
| Customer | Choice | Looked up from existing records | |
| Supplier | Choice | Looked up from existing records | |
| Counterparty is registered | Yes or no | A B2B sale across a border with a valid registration is zero-rated; the same sale to an unregistered buyer is not. | |
| Counterparty is exempt | Yes or no | ||
| Amount from | Number | ||
| Amount to | Number | ||
| Tax code required | Choice | Looked up from existing records | |
| Second tax code | Choice | Looked up from existing records | |
| Third tax code | Choice | Looked up from existing records | |
| Valid from | Date | ||
| Valid to | Date | ||
| Active | Yes or no | ||
| Reason | Long text |
What you can do here
Test determination
Given a transaction, which code applies and why — including any exemption certificate that has quietly expired.
Asks for: Transaction type Ship from Ship to Amount Customer Supplier Counterparty registration
The rules that apply here
Everything on this screen obeys the platform rules rather than rules of its own. The ones worth knowing before you use it:
- Narrowing a list — search, conditions, sort, totals, export and saved views.
- What may be changed — the five grounds a record may not be edited on.
- Companies and business units — what the switcher above this list is doing to it.
- Creating a record — required fields, where choices come from, and how the number is allocated.
- Importing a spreadsheet — this screen accepts one, and it runs through the same rules as typing.