Tax
What a code is, how a rate is found, which one applies, what the return should say, and what is deducted at payment.
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The screens on this shelf
- Tax Codes What a document line carries. Zero-rated, exempt and out of scope all show 0.00 on the invoice and are three d
- Tax Rates What a code is worth on a date. A rate change is a new row, never an edit — an invoice raised before the chang
- Tax Determination Which code applies, in priority order, first match wins. This IS the tax engine; everything else is bookkeepin
- Exemption Certificates A certificate that has expired is the commonest cause of an assessment, so the expiry is a column rather than
- Tax Transactions Every tax amount on every document, with the TAXABLE BASE the ledger never held. A return cannot be produced w
- Tax Returns A period, the boxes, what the ledger says each should contain, and what was actually filed. A declared figure
- Tax Summary What the return should say, straight from the transactions — the calculation a preparer sees before typing any
- Return Templates The shape of a form. A VAT return has boxes, a GSTR-1 has tables, a sales tax return has schedules — all three
- Return Boxes A box is filled from tax transactions, or it is arithmetic over other boxes. A box that is the sum of two othe
- Tax Jurisdictions Where tax is levied, nested — a US sale carries state and county and city tax at once, and they are three post
- Tax Authorities Who levies it, under which registration, and where a return is filed.
- Tax Classifications What the item IS for tax purposes. A chocolate biscuit and a cake are the same category and different VAT rate
- Withholding Types Deducted at payment, remitted to the authority, and certified to the supplier. Three obligations from one dedu
- Withholding What was deducted, from whom, and whether the certificate the supplier will ask for in April has been issued.
- Deferred Tax Items Temporary differences between the accounting base and the tax base. Almost universally kept in a spreadsheet,
- Deferred Tax The two bases, the difference, and the asset or liability it gives rise to — computed rather than typed, so th
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