Module guide
Taxes
Maintain the tax accounts, templates and applicable rules for the operating company. Check the calculated result on a representative draft transaction. Tax settings must reflect the company’s approved tax treatment and jurisdiction.
How this module fits your work
Maintain the tax accounts, templates and applicable rules for the operating company. Check the calculated result on a representative draft transaction. Tax settings must reflect the company’s approved tax treatment and jurisdiction.
ERP links open in a new tab. Sign in with your own account; record visibility, actions and approval authority follow your assigned permissions. Screens can differ by company and configuration.
01Prepare source records02Complete the activity03Review / approve04Verify the result
Setup & Templates
- Item Tax TemplateRecord page · Setup & Templates
- Purchase Taxes and Charges TemplateRecord page · Setup & Templates
- Sales Taxes and Charges TemplateRecord page · Setup & Templates
- South Africa VAT SettingsRecord page · Setup & Templates
- UAE VAT SettingsRecord page · Setup & Templates
Tax rules & returns
- Lower Deduction CertificateRecord page · Tax rules & returns
- Tax CategoryRecord page · Tax rules & returns
- Tax RuleRecord page · Tax rules & returns
- Tax Withholding CategoryRecord page · Tax rules & returns
- Tax Withholding GroupRecord page · Tax rules & returns
Frequently asked questions
- Why do I see fewer links in ERP?
- The documentation covers installed pages. The live menu hides records, reports and actions your role cannot access.
- Does saving finish the process?
- No. Some records remain drafts until submitted or approved. Related inventory, accounting and external-service actions have their own steps.
- Where do I report an error?
- Use Helpdesk and include the module, record type, operation and error. Do not include passwords or unrelated personal records.