Tax Rate (Window ID-137)

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Table of Contents

Window: Tax Rate

Description: Maintain Taxes and their Rates

Help: The Tax Rate Window defines the different taxes used for each tax category. For example Sales Tax must be defined for each State in which it applies.

Tab: Tax

Description: Tax definition

Help: The Tax Rate Window defines the different taxes used for each tax category. For example Sales Tax must be defined for each State in which it applies.
If you have multiple taxes create a summary level tax with the approximate total tax rate and the actual tax rates pointing to the summary level tax as their parent. When entering the order or invoice lines the tax is estimated the correct tax is calculated when the document is processed. The tax is always calculated from the line net amount. If one tax has a the tax basis the line net amount and another tax you need to adjust the percentage to result in the correct amount.
Valid From/To is determined by the parent tax.

Tax Rate - Tax - Window (iDempiere 1.0.0).png

Fields
Name Description Help Technical Data
Client Client/Tenant for this installation. A Client is a company or a legal entity. You cannot share data between Clients. Tenant is a synonym for Client. C_Tax.AD_Client_ID
numeric(10)
Table Direct
Organization Organizational entity within client An organization is a unit of your client 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
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: Accounting

Description: Accounting

Help: The Accounting Tab defines the accounting parameters to be used for transactions referencing this Tax Rate.

Tax Rate - Accounting - Window (iDempiere 1.0.0).png

Fields
Name Description Help Technical Data
Client Client/Tenant for this installation. A Client is a company or a legal entity. You cannot share data between Clients. Tenant is a synonym for Client. C_Tax_Acct.AD_Client_ID
numeric(10)
Table Direct
Organization Organizational entity within client An organization is a unit of your client or legal entity - examples are store, department. You can share data between organizations. C_Tax_Acct.AD_Org_ID
numeric(10)
Table Direct
Tax Tax identifier The Tax indicates the type of tax used in document line. C_Tax_Acct.C_Tax_ID
numeric(10)
Table Direct
Accounting Schema Rules for accounting An Accounting Schema defines the rules used in accounting such as costing method, currency and calendar C_Tax_Acct.C_AcctSchema_ID
numeric(10)
Table Direct
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_Acct.IsActive
character(1)
Yes-No
Tax Due Account for Tax you have to pay The Tax Due Account indicates the account used to record taxes that you are liable to pay. C_Tax_Acct.T_Due_Acct
numeric(10)
Account
Tax Credit Account for Tax you can reclaim The Tax Credit Account indicates the account used to record taxes that can be reclaimed C_Tax_Acct.T_Credit_Acct
numeric(10)
Account
Tax Expense Account for paid tax you cannot reclaim The Tax Expense Account indicates the account used to record the taxes that have been paid that cannot be reclaimed. C_Tax_Acct.T_Expense_Acct
numeric(10)
Account

Tab: Tax ZIP

Description: Tax Postal/ZIP

Help: For local tax you may have to define a list of (ranges of) postal codes or ZIPs

File:Tax Rate - Tax ZIP - Window (iDempiere 1.0.0).png

Fields
Name Description Help Technical Data
Client Client/Tenant for this installation. A Client is a company or a legal entity. You cannot share data between Clients. Tenant is a synonym for Client. C_TaxPostal.AD_Client_ID
numeric(10)
Table Direct
Organization Organizational entity within client An organization is a unit of your client or legal entity - examples are store, department. You can share data between organizations. C_TaxPostal.AD_Org_ID
numeric(10)
Table Direct
Tax Tax identifier The Tax indicates the type of tax used in document line. C_TaxPostal.C_Tax_ID
numeric(10)
Table Direct
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_TaxPostal.IsActive
character(1)
Yes-No
ZIP Postal code The Postal Code or ZIP identifies the postal code for this entity's address. C_TaxPostal.Postal
character varying(10)
String
ZIP To Postal code to Consecutive range to C_TaxPostal.Postal_To
character varying(10)
String

Tab: Translation

Description:

Help:

File:Tax Rate - Translation - Window (iDempiere 1.0.0).png

Fields
Name Description Help Technical Data
Client Client/Tenant for this installation. A Client is a company or a legal entity. You cannot share data between Clients. Tenant is a synonym for Client. C_Tax_Trl.AD_Client_ID
numeric(10)
Table Direct
Organization Organizational entity within client An organization is a unit of your client or legal entity - examples are store, department. You can share data between organizations. C_Tax_Trl.AD_Org_ID
numeric(10)
Table Direct
Tax Tax identifier The Tax indicates the type of tax used in document line. C_Tax_Trl.C_Tax_ID
numeric(10)
Table Direct
Language Language for this entity The Language identifies the language to use for display and formatting C_Tax_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_Tax_Trl.IsActive
character(1)
Yes-No
Translated This column is translated The Translated checkbox indicates if this column is translated. C_Tax_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_Tax_Trl.Name
character varying(60)
String
Description Optional short description of the record A description is limited to 255 characters. C_Tax_Trl.Description
character varying(255)
String
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_Trl.TaxIndicator
character varying(10)
String


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