Tax Category (Window ID-138)

⇐ Table of Contents

Window: Tax Category

Description: Maintain Tax Categories

Help: The Tax Category Window is used to enter and maintain Tax Categories. Each product is associated with a tax category which facilitates reacting changing tax rates.

Tab: Tax Category

Description: Tax Category

Help: The Tax Category Tab is used to define and maintain Tax Categories. Each Product is associated with a Tax Category. This facilitates adapting to changes in taxation.

Fields

Name	Description	Help	Technical Data
Tenant	Tenant for this installation.	A Tenant is a company or a legal entity. You cannot share data between Tenants.	C_TaxCategory.AD_Client_ID numeric(10) Table Direct
Organization	Organizational entity within tenant	An organization is a unit of your tenant or legal entity - examples are store, department. You can share data between organizations.	C_TaxCategory.AD_Org_ID numeric(10) Table Direct
Name	Alphanumeric identifier of the entity	The name of an entity (record) is used as an default search option in addition to the search key. The name is up to 60 characters in length.	C_TaxCategory.Name character varying(60) String
Description	Optional short description of the record	A description is limited to 255 characters.	C_TaxCategory.Description character varying(255) String
Active	The record is active in the system	There are two methods of making records unavailable in the system: One is to delete the record, the other is to de-activate the record. A de-activated record is not available for selection, but available for reports. There are two reasons for de-activating and not deleting records: (1) The system requires the record for audit purposes. (2) The record is referenced by other records. E.g., you cannot delete a Business Partner, if there are invoices for this partner record existing. You de-activate the Business Partner and prevent that this record is used for future entries.	C_TaxCategory.IsActive character(1) Yes-No
Default	Default value	The Default Checkbox indicates if this record will be used as a default value.	C_TaxCategory.IsDefault character(1) Yes-No

Tab: Tax Rate

Description:

Help:

Fields

Name	Description	Help	Technical Data
Tenant	Tenant for this installation.	A Tenant is a company or a legal entity. You cannot share data between Tenants.	C_Tax.AD_Client_ID numeric(10) Table Direct
Organization	Organizational entity within tenant	An organization is a unit of your tenant or legal entity - examples are store, department. You can share data between organizations.	C_Tax.AD_Org_ID numeric(10) Table Direct
Name	Alphanumeric identifier of the entity	The name of an entity (record) is used as an default search option in addition to the search key. The name is up to 60 characters in length.	C_Tax.Name character varying(60) String
Description	Optional short description of the record	A description is limited to 255 characters.	C_Tax.Description character varying(255) String
Active	The record is active in the system	There are two methods of making records unavailable in the system: One is to delete the record, the other is to de-activate the record. A de-activated record is not available for selection, but available for reports. There are two reasons for de-activating and not deleting records: (1) The system requires the record for audit purposes. (2) The record is referenced by other records. E.g., you cannot delete a Business Partner, if there are invoices for this partner record existing. You de-activate the Business Partner and prevent that this record is used for future entries.	C_Tax.IsActive character(1) Yes-No
Default	Default value	The Default Checkbox indicates if this record will be used as a default value.	C_Tax.IsDefault character(1) Yes-No
Tax Category	Tax Category	The Tax Category provides a method of grouping similar taxes. For example, Sales Tax or Value Added Tax.	C_Tax.C_TaxCategory_ID numeric(10) Table Direct
Valid from	Valid from including this date (first day)	The Valid From date indicates the first day of a date range	C_Tax.ValidFrom timestamp without time zone Date
SO Tax exempt	Business partner is exempt from tax on sales	If a business partner is exempt from tax on sales, the exempt tax rate is used. For this, you need to set up a tax rate with a 0% rate and indicate that this is your tax exempt rate. This is required for tax reporting, so that you can track tax exempt transactions.	C_Tax.IsTaxExempt character(1) Yes-No
Requires Tax Certificate	This tax rate requires the Business Partner to be tax exempt	The Requires Tax Certificate indicates that a tax certificate is required for a Business Partner to be tax exempt.	C_Tax.RequiresTaxCertificate character(1) Yes-No
Document Level	Tax is calculated on document level (rather than line by line)	If the tax is calculated on document level, all lines with that tax rate are added before calculating the total tax for the document. Otherwise the tax is calculated per line and then added. Due to rounding, the tax amount can differ.	C_Tax.IsDocumentLevel character(1) Yes-No
Sales Tax	This is a sales tax (i.e. not a value added tax)	If selected AP tax is handled as expense, otherwise it is handled as a VAT credit.	C_Tax.IsSalesTax character(1) Yes-No
Summary Level	This is a summary entity	A summary entity represents a branch in a tree rather than an end-node. Summary entities are used for reporting and do not have own values.	C_Tax.IsSummary character(1) Yes-No
Parent Tax	Parent Tax indicates a tax that is made up of multiple taxes	The Parent Tax indicates a tax that is a reference for multiple taxes. This allows you to charge multiple taxes on a document by entering the Parent Tax	C_Tax.Parent_Tax_ID numeric(10) Table
SO/PO Type	Sales Tax applies to sales situations, Purchase Tax to purchase situations	Sales Tax: charged when selling - examples: Sales Tax, Output VAT (payable) Purchase Tax: tax charged when purchasing - examples: Use Tax, Input VAT (receivable)	C_Tax.SOPOType character(1) List
Tax Indicator	Short form for Tax to be printed on documents	The Tax Indicator identifies the short name that will print on documents referencing this tax.	C_Tax.TaxIndicator character varying(10) String
Rate	Rate or Tax or Exchange	The Rate indicates the percentage to be multiplied by the source to arrive at the tax or exchange amount.	C_Tax.Rate numeric Number
Posting Indicator	Type of input tax (deductible and non deductible)	Separate Tax Posting: Tax is calculated on the full amount of the item and posted separately. Distribute Tax with Relevant Expense: Tax amount is added to the item amount during account posting time and for updating of Product Cost.	C_Tax.TaxPostingIndicator character(1) List
Country Group			C_Tax.C_CountryGroupFrom_ID numeric(10) Table
To			C_Tax.C_CountryGroupTo_ID numeric(10) Table
Country	Country	The Country defines a Country. Each Country must be defined before it can be used in any document.	C_Tax.C_Country_ID numeric(10) Table
To	Receiving Country	The To Country indicates the receiving country on a document	C_Tax.To_Country_ID numeric(10) Table
Region	Identifies a geographical Region	The Region identifies a unique Region for this Country.	C_Tax.C_Region_ID numeric(10) Table
To	Receiving Region	The To Region indicates the receiving region on a document	C_Tax.To_Region_ID numeric(10) Table
Tax Provider			C_Tax.C_TaxProvider_ID numeric(10) Table Direct

Tab: Translation

Description:

Help:

Fields

Name	Description	Help	Technical Data
Tenant	Tenant for this installation.	A Tenant is a company or a legal entity. You cannot share data between Tenants.	C_TaxCategory_Trl.AD_Client_ID numeric(10) Table Direct
Organization	Organizational entity within tenant	An organization is a unit of your tenant or legal entity - examples are store, department. You can share data between organizations.	C_TaxCategory_Trl.AD_Org_ID numeric(10) Table Direct
Tax Category	Tax Category	The Tax Category provides a method of grouping similar taxes. For example, Sales Tax or Value Added Tax.	C_TaxCategory_Trl.C_TaxCategory_ID numeric(10) Table Direct
Language	Language for this entity	The Language identifies the language to use for display and formatting	C_TaxCategory_Trl.AD_Language character varying(6) Table
Active	The record is active in the system	There are two methods of making records unavailable in the system: One is to delete the record, the other is to de-activate the record. A de-activated record is not available for selection, but available for reports. There are two reasons for de-activating and not deleting records: (1) The system requires the record for audit purposes. (2) The record is referenced by other records. E.g., you cannot delete a Business Partner, if there are invoices for this partner record existing. You de-activate the Business Partner and prevent that this record is used for future entries.	C_TaxCategory_Trl.IsActive character(1) Yes-No
Translated	This column is translated	The Translated checkbox indicates if this column is translated.	C_TaxCategory_Trl.IsTranslated character(1) Yes-No
Name	Alphanumeric identifier of the entity	The name of an entity (record) is used as an default search option in addition to the search key. The name is up to 60 characters in length.	C_TaxCategory_Trl.Name character varying(60) String
Description	Optional short description of the record	A description is limited to 255 characters.	C_TaxCategory_Trl.Description character varying(255) String