Screens and menus
Every Tax menu entry and screen: where to find it, what it is for, what its list shows and which permission it needs.
On this page (10)
Tax > Overview
Tax overview
- What it is for
- What needs attention in tax today
- List: columns and filters
- Tiles: Registrations in force, Active determination rules, Returns in progress, Needs attention. Exceptions table (Blocks / Check): no registration, none in force today, ending within 30 days, certificates ending within 30 days, posted lines without a tax code this quarter, unexplained return differences, no approved country package. Latest returns (#, Period, Status, Payable)
- Buttons and actions
- New return, Simulate a determination, click a tile/exception to open its list
- Permission needed
- tax.view
Tax > Returns
Tax returns
- What it is for
- VAT returns: prepare, reconcile, review, approve, submit, acknowledge, amend
- List: columns and filters
- Number, Registration, Form, From, To, Version, Status, Payable / (refundable), Ledger difference
- Buttons and actions
- New (dialog), open a return
- Permission needed
- tax.view; New tax.return.prepare
Return record
- What it is for
- One return and its evidence
- List: columns and filters
- Rail Draft > Prepared > Reviewed > Approved > Submitted > Acknowledged; tabs Boxes, Reconciliation, Source lines (n), Amendment bridge (amendments only), History; smart buttons Payable/Refundable, Ledger difference, Lines; blocker banner 'Cannot be approved yet: ...'
- Buttons and actions
- Prepare, Review, Send back (reject), Approve, Submit, Acknowledgement, Amend, Explain difference, Back to list (each by permission)
- Permission needed
- tax.return.prepare / review / approve / submit
Tax > Adjustments
Tax adjustments
- What it is for
- Bad-debt relief, its recovery, and import VAT - proposed by one person, posted by another
- List: columns and filters
- Number, Kind, Tax date, Reference, Tax code, Net, Tax, Status (with Post / Reject on proposed; 'Customer paid: reverse' on a posted relief)
- Buttons and actions
- Bad-debt relief, Import VAT, Post, Reject, Customer paid: reverse
- Permission needed
- tax.view; propose tax.return.prepare; post/reject tax.return.approve
Tax > Determination
Simulator
- What it is for
- Ask the rules what tax applies to a supply, without (Simulate) or with (Record) a frozen record (only when feature Determination is on)
- List: columns and filters
- For, Tax date, Customer/supplier (code), Ship-to country, Goods or services, Place of supply, Amounts include tax; lines Product, Tax code (if no rule), Amount; result lines and totals
- Buttons and actions
- Add a line, Simulate, Record determination
- Permission needed
- tax.determine
Determinations
- What it is for
- Frozen determinations (from the simulator and from posted invoices/bills)
- List: columns and filters
- Number, Tax date, For, Source, Rules, Tax, SHA-256
- Buttons and actions
- Open: Facts, Lines (code, treatment, rate, net, tax, recoverable, boxes, why), Totals; Check against today's rules
- Permission needed
- tax.view
Tax > Corporate tax
Corporate-tax workpapers
- What it is for
- Accounting profit to taxable basis and tax (only when feature Corporate tax is on)
- List: columns and filters
- Number, Period, Accounting profit, Taxable basis, Tax, Status
- Buttons and actions
- New, Edit adjustments (JSON), Review, Approve, Reopen
- Permission needed
- tax.view; tax.return.prepare / review / approve
Tax > Withholding
Withholding
- What it is for
- Work out and record withholding on a payment (only when feature Withholding is on)
- List: columns and filters
- Date, Rule, Payee, Period, Gross, Withheld, Reference
- Buttons and actions
- Work out, Record
- Permission needed
- tax.view; tax.determine
Tax > Reporting
Tax register (R037)
- What it is for
- Every posted taxable line of the period
- List: columns and filters
- Totals line Output / Input / Recoverable / Net payable; Document, Type, Date, Side, Tax code, Treatment, Net, Tax, Recoverable; From/To
- Buttons and actions
- Change period
- Permission needed
- tax.view
Tax to ledger (R039)
- What it is for
- Tax by the documents against the tax accounts in the ledger
- List: columns and filters
- Account, Documents, Ledger; Difference line
- Buttons and actions
- Change period
- Permission needed
- tax.view
Ledger check
- What it is for
- Each posted document's tax beside what its own journal moved on the tax accounts
- List: columns and filters
- Badge 'Every document ties' / 'n documents do not tie'; Documents checked, output, input; table Document, Date, Output (register), Output (ledger), Input ...
- Buttons and actions
- From / To
- Permission needed
- tax.view
Tax > Configuration
Tax settings
- What it is for
- Company tax switches
- List: columns and filters
- Documents take their tax code from the determination rules; Unrecoverable VAT on goods goes into their cost; Bad-debt relief months
- Buttons and actions
- Save
- Permission needed
- tax.view; save tax.configure
Registrations
- What it is for
- Company TRNs per country, tax and branch with dates
- List: columns and filters
- Code, Name, TRN, Country, From, To, Status, Activated by
- Buttons and actions
- New, Edit (draft), Activate (another person), Archive, Back to draft
- Permission needed
- tax.view; changes tax.configure
Tax authorities
- What it is for
- FTA / ZATCA etc.: tax, settlement currency, frequency, due days
- List: columns and filters
- Code, Name, From, To, Status, Activated by
- Buttons and actions
- New, Edit, Activate, Archive, Back to draft
- Permission needed
- tax.view; changes tax.configure
Determination rules
- What it is for
- Conditions -> tax code, with priority and exclusivity
- List: columns and filters
- Code, Name, For, Priority, Gives, From, To, Status, Activated by
- Buttons and actions
- New, Edit, Activate, Archive, Back to draft
- Permission needed
- tax.view; changes tax.configure
Classifications
- What it is for
- Tax classes of parties / products / supplies used by rules
- List: columns and filters
- Code, Name, From, To, Status, Activated by
- Buttons and actions
- New, Edit, Activate, Archive, Back to draft
- Permission needed
- tax.view; changes tax.configure
Exemption certificates
- What it is for
- Certificates a rule may require
- List: columns and filters
- Code, Name, Partner, Code, From, To, Status
- Buttons and actions
- New, Edit, Activate, Archive, Back to draft
- Permission needed
- tax.view; changes tax.configure
Rounding policies
- What it is for
- Inclusive/exclusive, line/document rounding, decimals, mode
- List: columns and filters
- Code, Name, From, To, Status
- Buttons and actions
- New, Edit, Activate, Archive, Back to draft
- Permission needed
- tax.view; changes tax.configure
Return forms
- What it is for
- The return layout: boxes and what fills them, tolerance
- List: columns and filters
- Code, Name, Version, Boxes (count), From, To, Status
- Buttons and actions
- New, Edit, Activate, Archive, Back to draft
- Permission needed
- tax.view; changes tax.configure
Tax groups
- What it is for
- Group registrations and members by date (only when feature Tax groups is on)
- List: columns and filters
- Code, Name, From, To, Status
- Buttons and actions
- New, Edit, Activate, Archive, Back to draft
- Permission needed
- tax.view; changes tax.configure
Withholding rules
- What it is for
- Payee class, threshold, period, rate, basis (only when feature Withholding is on)
- List: columns and filters
- Code, Name, From, To, Status
- Buttons and actions
- New, Edit, Activate, Archive, Back to draft
- Permission needed
- tax.view; changes tax.configure
Corporate-tax policies
- What it is for
- Rate, threshold, allowed adjustment kinds (only when feature Corporate tax is on)
- List: columns and filters
- Code, Name, From, To, Status
- Buttons and actions
- New, Edit, Activate, Archive, Back to draft
- Permission needed
- tax.view; changes tax.configure
Country packages
- What it is for
- The approved country content version resting on legal sources
- List: columns and filters
- Code, Name, From, To, Status
- Buttons and actions
- New, Edit, Activate, Archive, Back to draft
- Permission needed
- tax.view; changes tax.configure
Legal sources
- What it is for
- Register of laws/decisions the content rests on
- List: columns and filters
- Code, Name, Authority, From, To, Status
- Buttons and actions
- New, Edit, Activate, Archive, Back to draft
- Permission needed
- tax.view; changes tax.configure
Finance > Configuration
Taxes (tax codes)
- What it is for
- Tax codes and their dated rates; country packs
- List: columns and filters
- Tax code, Tax name, Treatment, Applies to, Rate today, Status; search, filters
- Buttons and actions
- New tax, Install a country's taxes (AE, SA, BH, OM, QA, KW), open a code: edit, New rate
- Permission needed
- company.view (list); reference.manage (changes)
Fiscal positions
- What it is for
- Tax and account substitutions for a customer/supplier (e.g. export -> zero rated)
- List: columns and filters
- Code, Position, Tax country, Applied (automatic / only where assigned), Status
- Buttons and actions
- New position, edit, Add a substitution (tax / account), Remove
- Permission needed
- company.view; changes reference.manage
Applications > Tax
Tax features
- What it is for
- Determination rules and simulator, Corporate-tax workpapers, Withholding, Tax groups on/off (two people)
- List: columns and filters
- Always on: Registrations and authorities, VAT returns with sign-off and amendments, Return approval controls and ledger check (protected). Planned: Excise, Bad-debt relief
- Buttons and actions
- Toggle, Preview, Propose, Approve
- Permission needed
- Company admin
Tax fields
- What it is for
- Authority reference on submission: Optional / Required
- List: columns and filters
- Mode
- Buttons and actions
- Propose, Approve
- Permission needed
- Company admin