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Tax

The Tax section enables administrators to define and manage tax rates across the platform. Proper tax configuration is essential for accurate financial calculations and compliance across Claims, Costing, Sales Order, and Customer modules.

Tax

Tax rates represent the applicable duties applied to financial transactions throughout the platform—such as GST, VAT, or other regional tax types. By managing these centrally in Site Settings, teams can ensure that tax is applied consistently across costing calculations, customer invoicing, sales orders, and financial reporting.

The Tax section allows you to create and maintain a standardised list of tax rates that can be used across Site Settings › Company › Customer, Costing › Retail Type, and Sales Order transactions. Proper configuration ensures that tax calculations remain accurate, compliant with local regulations, and traceable for auditing purposes.

Tax

Quick Check - Before You Start
  • Confirm statutory names and percentages with finance before typing labels such as GST 10% or VAT 20%.
  • Ensure related Customer defaults and costing templates will accept the new rate.
  • Use Disable for superseded rates that still appear on historical invoices or sales orders.

Managing Tax

Add Tax Rate

  1. Click the Add New button at the top left.
  2. Complete the required fields in the pop-up form, including the tax name and rate (e.g., GST 10%, VAT 20%).
  3. Click Save to add the new tax rate to the list.

Add or Edit Tax

Edit Tax Rate

  1. Click the pencil icon next to the tax rate you wish to modify.
  2. Update the name, rate, or status as needed in the pop-up form.
  3. Click Save to apply the changes.

Tax

Delete Tax Rate

Single Deletion

Click the trash icon next to a tax rate and confirm the action in the pop-up.

Single Delete Tax

Bulk Deletion

Select the checkboxes for multiple tax rates, then click the main delete icon that appears at the top of the table.

Bulk Delete Tax

Disable Tax Rate

  • If a tax rate is no longer in use but needs to be retained for historical data, change its status from Enabled to Disabled.
  • Disabled tax rates will not appear as options in other parts of the system (e.g., customer configuration, costing, sales orders).
  • This can be done directly in the list or via the toggle in the Edit pop-up.

Tax

Best Practice

It is best practice to Disable tax rates that have been used previously. Deleting a rate with historical associations can lead to data inconsistencies in past financial records.

Other Actions

  • Filter – Toggle the view between Enabled and Disabled tax rates. Filter
  • Export – Download the current tax rate list as an .xlsx file. Export
  • History – Export a detailed change log of all edits and deletions in .xlsx format for auditing purposes. History

Other actions

Table Flexibility

Users can tailor the table layout using the following controls:

Feature Description
Sort by Ascending or Descending Reorder tax rates by clicking on any column header.
Pin Column Lock important columns in place whilst scrolling.
Autosize This Column Automatically resize the specific column to fit its content.
Autosize All Columns Applies autosizing on all columns.
Choose Columns Show or hide individual table columns.
Reset Columns Return the table to the default configuration.

Customise Table

Tax rates are used across several modules. For detailed guidance, refer to:

Topic Description
Site Settings › Company › Customer Configure default tax rate per customer for costing and invoicing.
Site Settings › Company › Currency Set up currencies used alongside tax for pricing and financial calculations.
Costing › Retail Type Tax is applied in retail costing based on customer tax settings.
Sales Order › Details View total ex. tax, tax amount, and total inc. tax on sales orders.
Planner › Style View RRP ex tax and related pricing fields in the planner.
Shipping › Details Total tariff cost may include tax components for international shipments.

Tip

  • Use clear, consistent naming conventions (e.g., GST 10%, VAT 20%) to align tax rates with your sales channels and regulatory requirements.
  • Disable unused tax rates instead of deleting them to retain historical context and maintain audit trails.
  • Configure tax rates before setting up customers or costing templates to ensure correct field mapping.
  • Regularly review your tax rate list to ensure it aligns with current regulatory requirements and jurisdictional changes.
  • Use the Export and History features to perform regular audits, ensuring your tax settings remain compliant and up-to-date.

Troubleshooting

Why is the wrong tax rate applied to a customer or sales order?

Dropdowns pull the Enabled rate selected on the customer or order context.

Steps to resolve:

  1. Open the customer record and verify Tax / Sales Order Tax selections.
  2. Confirm the referenced tax row is still Enabled in Site Settings › Company › Tax.
Why can I not delete an old VAT/GST row?

Financial history requires the label to remain discoverable even if it is no longer selectable.

Steps to resolve:

  1. Disable the outdated rate.
  2. Create a new row for the current statutory percentage if naming must stay precise.
How do I prove tax configuration for an audit?

Combine exports with history logs.

Steps to resolve:

  1. Download Export and History for the review period.
  2. Map timestamps to finance change tickets.