Accounting › Tax
Tax Jurisdictions
Where tax is levied, nested — a US sale carries state and county and city tax at once, and they are three postings.
Where to find it
- Module: Accounting
- Group: Close & Compliance
- Section: Tax
- Screen: Tax Jurisdictions
Address in the console: /accounting/tax-jurisdictions
List · 9 columns · 14 fields on its form · 3 of them required
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 |
|---|---|---|
| Code | Code | code |
| Name | Text | name |
| Level | Status | level |
| Parent | Code | parent_code |
| Country | Text | country |
| Authority | Text | authority_name |
| Registered | Yes or no | is_registered |
| Registration | Code | registration_no |
| Tax codes | Number | code_count |
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 | ||
| Parent | Choice | Looked up from existing records | |
| Authority | Choice | Looked up from existing records | |
| Level required | Choice | country, state, province, county, city, district, economic_zone | |
| Country | Text | ||
| Region | Text | ||
| Postal from | Text | ||
| Postal to | Text | ||
| We are registered here | Yes or no | A jurisdiction with no registration is one where tax is not charged and the transaction may still have to be reported. | |
| Registration number | Text | ||
| Registered from | Date | ||
| Registered to | Date | ||
| Active | Yes or no |
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.