CRM › Tax
Sales Tax Wizard
Work a tax period step by step: gather, resolve every sale to the lowest jurisdiction that levied, explain every untaxed line, reconcile, compute, review, approve, file and pay. A US return computes down to the special district, an Indian one splits by place of supply, and a Saudi one is one rate to one authority — the same engine, a different pack.
Where to find it
Address in the console: /crm/sales-tax-wizard
Workspace · 0 columns
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.