Accounting › Tax
Taxability Rules
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.
Where to find it
- Module: Accounting
- Group: Close & Compliance
- Section: Tax
- Screen: Taxability Rules
Address in the console: /accounting/tax-taxability-rules
List · 9 columns · 11 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 |
|---|---|---|
| Jurisdiction | Code | jurisdiction_code |
| Level | Status | level |
| Classification | Code | classification_code |
| Treatment | Status | treatment |
| Rate % | Number | rate_pct |
| Below price | Amount | max_unit_price |
| Reaches down | Yes or no | applies_to_lower_levels |
| From | Date | valid_from |
| 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 |
|---|---|---|---|
| Jurisdiction required | Choice | Looked up from existing records | |
| Tax classification required | Choice | Looked up from existing records | |
| Treatment required | Choice | exempt, reduced, taxable | |
| Reduced rate (%) | Number | For a reduced treatment only. | |
| Only below this unit price | Number | New York exempts clothing under $110 an item: 110 here, and a $150 coat is taxed in full. | |
| Applies to the counties, cities and districts beneath | Yes or no | ||
| Valid from | Date | ||
| Valid to | Date | ||
| Legislation | Text | ||
| Notes | Long text | ||
| 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.
Beside it in Tax
RecordsTax CodesOpenViewVAT Exemption CodesOpenRecordsTax RatesOpenRecordsTax DeterminationOpenRecordsExemption CertificatesOpenViewTax TransactionsOpenRecordsTax ReturnsOpenViewTax SummaryOpenRecordsReturn TemplatesOpenRecordsReturn BoxesOpenRecordsTax JurisdictionsOpenRecordsTax AuthoritiesOpenRecordsTax ClassificationsOpenRecordsWithholding TypesOpenRecordsWithholdingOpenRecordsDeferred Tax ItemsOpenViewDeferred TaxOpenViewLine Tax DetailOpen