Tax Registrations
A registration is the fact that creates the obligation. Without one there is no return to file however much was sold; with one there is a return to file even in a period where nothing was.
Where to find it
Address in the console: /crm/tax-registrations
List · 14 columns · 25 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 |
|---|---|---|
| Code | Code | code |
| Name | Text | name |
| Jurisdiction | Text | jurisdiction_name |
| Level | Status | level |
| Country | Status | country |
| Tax | Status | tax_family |
| Number | Code | registration_no |
| Why | Status | nexus_kind |
| Files | Status | filing_frequency |
| Next due | Date | next_due |
| Open | Number | returns_open |
| Late | Number | returns_late |
| Unpaid | Amount | unpaid_liability |
| Status | Status | status |
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 | ||
| Jurisdiction required | Choice | Looked up from existing records | |
| Authority | Choice | Looked up from existing records | |
| Tax | Choice | Configuration list | |
| Registration number | Text | ||
| Why there is an obligation | Choice | Configuration list | Economic nexus is crossed by volume rather than by opening an office, and the liability accrues from the crossing rather than from the registration. |
| Revenue threshold | Number | ||
| Transaction threshold | Number | ||
| Measured over (months) | Number | ||
| Files | Choice | Configuration list | |
| Return due (days after period end) | Number | ||
| Payment due (days after period end) | Number | Not always the same day as the return. The penalty attaches to the later one. | |
| Prepayment required | Yes or no | ||
| Prepayment (%) | Number | ||
| Prepayment due (day) | Number | ||
| Vendor discount (%) | Number | What the authority pays for collecting its tax. Small, capped, and almost always left unclaimed. | |
| Vendor discount cap | Number | ||
| Portal | Text | ||
| Filed by | Choice | Configuration list | |
| From | Date | ||
| To | Date | ||
| Status | Choice | pending, active, suspended, closed, deregistered | |
| Notes | Long text | ||
| Active | Yes or no |
What you can do here
Generate the calendar
Create the filing obligations for the year ahead
Asks for: How many months ahead
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.