Tax Code

caution

This documentation is incomplete.

Use the Tax Code screen to enter and maintain tax codes and the corresponding tax rates. You can enter a tax code at the customer and supplier level to default to various documents. The system also allows you to update defaulted tax codes on documents.

To create/view/update a tax, navigate to the "tax" screen from your dashboard/favorite.

Enter the tax details or any other criteria in the search form and click on the search button to view an existing tax.

If you don't enter organization details, the system will show you all the taxes. If your organization has configured to make any field mandatory for search, then you have to enter those fields to search taxes.
The application will fetch all the server data and take you to the search result screen. The search result screen looks a bit different on desktop and mobile devices.

If you click on the create new button, the system will open a simple step form to create a new tax. You can click on the detail right bottom to view all the fields available for the object.

To view the search result in a table format, click on the table icon in the bottom left corner.

To view specific tax details, click on the menu of that record, and click on view/fetch & view.

You can also click on the expand icon against any item on the search result screen to view the tax header details, such as tax, description, etc.

The system will fetch all the selected entity data. The entity details are shown either right to the search result screen or in a separate screen, depending on the device size.

Scroll left, right, up, down to view all the details. The document line and details are shown in a separate tab.. The default configuration shows fields in various functional groups such as

• Reference
• Control
• Etc

You can configure the application to show which fields should be shown under which group. You can also create new groups as per your inventory requirements.

All Fields

Sequence	Name	Label	InputType	Field Group
10	mdmTaxCodeId	Mdm Tax Code Id	InputType.text	REFERENCE
10	srcEntityName	Src Entity Name	deferredSelect	DEFAULT
20	srcEntityId	Src Entity Id	InputType.text	REFERENCE
30	leOrgId	Le Org Id	deferredSelect	REFERENCE
40	taxCode	Tax Code	InputType.textField	FINANCE
50	taxType	Tax Type	InputType.textField	CONTROL
60	drCr	Dr Cr	InputType.select	DEFAULT
70	inOut	In Out	InputType.textField	DEFAULT
80	description	Description	InputType.textField	DEFAULT
90	printedTaxName	Printed Tax Name	InputType.textField	FINANCE
100	taxRegime	Tax Regime	InputType.textField	FINANCE
110	taxJurisdiction	Tax Jurisdiction	InputType.textField	FINANCE
120	offsetTaxCode	Offset Tax Code	deferredSelect	FINANCE
130	allowAdhocRateCb	Allow Adhoc Rate Cb	InputType.switchField	FINANCE
140	allowTaxExemptionsCb	Allow Tax Exemptions Cb	InputType.switchField	FINANCE
150	calculationMethod	Calculation Method	InputType.textField	DEFAULT
160	percentage	Percentage	InputType.textField	DEFAULT
170	taxAmount	Tax Amount	InputType.textField	FINANCE
180	taxAcId	Tax Ac Id	deferredSelect	REFERENCE
190	status	Status	InputType.textField	CONTROL
200	effectiveStartDate	Effective Start Date	InputType.date	DATE
210	effectiveEndDate	Effective End Date	InputType.date	DATE
5220	createdBy	Created By	InputType.text	REFERENCE
5230	creationDate	Creation Date	InputType.text	REFERENCE
5240	lastUpdatedBy	Last Updated By	InputType.text	REFERENCE
5250	lastUpdateDate	Last Update Date	InputType.text	REFERENCE