On this page you can adjust a wide variety of taxes according to your country’s law. This is useful for companies settled in host countries or ones trading around the world because they can operate with the local taxes which are already introduced to the system. The screen is divided into three main sections: Header (1), Selectable tabs (2), Taxes List (3).
The Header (1) section has three green buttons which allow you to make different operations such as adding a new Tax template (+), Tax (+) or a Tax type (+). There are also two blue buttons to Import and Export a table.
Within the Selectable Tabs (2) section you can open three different lists: Tax Templates, Taxes and Tax Types.
The magnifier (upper left corner of the section) can be toggled on if you want to search through the list by any of the columns.
The X-looking button (upper right corner of the section) allows you to download the templates as an XLS file.
The information about the Tax Templates is shown in columns that are described in the table below:
| Column | Meaning |
| ID | The ID of the transaction |
| Name | The name of the transaction |
| Display name for documents | The display name of the transaction |
| Sales / Purchases | The type of the transaction |
| By default | If the transaction is by default shows “Yes” |
| Included taxes | The name of the taxes included |
| Excluded taxes | The name of the taxes excluded |
Plus
a few additional buttons:
| Button | Action |
| Enters permissions menu | |
| Enters add/edit menu of the tax template | |
| Deletes the corresponding row |
The
information about the Taxes is shown
in columns that are described in the table below:
| Column | Meaning |
| ID | The ID of the tax |
| Type | The type of the tax |
| Name | The name of the tax |
| Current value | The percentage of the tax |
Plus
a few additional buttons:
| Button | Action |
| Enters tax information menu | |
| Enters tax edit menu | |
| Deletes the corresponding row |
The
information about the Tax Types is
shown in columns that are described in the table below:
| Column | Meaning |
| ID | The ID of the tax |
| Name | The name of the tax |
| Status | The status of the tax |
Plus a few additional buttons:
| Button | Action |
| Enters tax type edit menu | |
| Deletes the tax type | |
| Changes status from active to inactive |