{"id":24067,"date":"2024-06-12T13:29:55","date_gmt":"2024-06-12T11:29:55","guid":{"rendered":"https:\/\/docs.prim.io\/adding-editing-a-tax-transaction\/"},"modified":"2024-06-12T13:31:42","modified_gmt":"2024-06-12T11:31:42","slug":"adding-editing-a-tax-transaction","status":"publish","type":"page","link":"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/finance\/settings-finance\/taxes-and-fees\/adding-editing-a-tax-transaction\/","title":{"rendered":"Adding\/editing a tax transaction"},"content":{"rendered":"\n<p>This interface allows you to create\/edit a tax transaction.<\/p>\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1441\" height=\"315\" src=\"https:\/\/docs.prim.io\/content\/uploads\/2020\/03\/add-new-tax-template.png\" alt=\"\" class=\"wp-image-4974\"\/><\/figure>\n\n<p>You must fill in:<\/p>\n\n<ul><li>Code<\/li><li>Name<\/li><li>Accounting name<\/li><\/ul>\n\n<p>From the sections on the right, select taxes included and excluded from the transaction.<\/p>\n\n<p>You can select Sales and Orders. Then you must fill in the Basis column (sales\/orders) and the Tax column (sales\/orders).<\/p>\n\n<p>You can choose whether the tax transaction is the default and whether it is an accounting transaction.  <\/p>\n\n<p>If you choose to include VIES on your return, you must complete a Base column and a Tax column.<br\/><\/p>\n\n<p>In case you decide to require a protocol, you must select the Tax system for charging.  <br\/><\/p>\n\n<p>You can choose a specific company to use the tax deal.  <br\/><\/p>\n\n<p>To save your changes, you need to click the Confirm button.<br\/><\/p>\n","protected":false},"excerpt":{"rendered":"<p>This interface allows you to create\/edit a tax transaction. You must fill in: Code Name Accounting name From the sections on the right, select taxes included and excluded from the transaction. You can select Sales and Orders. Then you must fill in the Basis column (sales\/orders) and the Tax column (sales\/orders). You can choose whether [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":24352,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v24.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Adding\/editing a tax transaction - PRIM.IO RESOURCE CENTRE<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/finance\/settings-finance\/taxes-and-fees\/adding-editing-a-tax-transaction\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Adding\/editing a tax transaction - PRIM.IO RESOURCE CENTRE\" \/>\n<meta property=\"og:description\" content=\"This interface allows you to create\/edit a tax transaction. You must fill in: Code Name Accounting name From the sections on the right, select taxes included and excluded from the transaction. You can select Sales and Orders. Then you must fill in the Basis column (sales\/orders) and the Tax column (sales\/orders). 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