Tax Rule
How to use Tax Rule in Taxes: access, working steps, fields, related records and troubleshooting.
Purpose and access
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.
This page is a record page in Finance & Accounting → Taxes. Use the link above to open the configured destination; permissions are checked by the destination service.
Before you start
Review the current settings or existing records and prepare the information needed for the change.
Confirm the company, party, dates, units and source references that apply. Select existing links carefully and check for an existing record before creating a duplicate.
Working steps
- Open Tax Rule from Finance & Accounting → Taxes, or use ERP Search.
- Filter the list and open the relevant record. To add a record, use Add/New when your role provides that action.
- Complete the editable fields described below. Required fields and validation conditions must be satisfied; read-only values are set by the system or their source records.
- Save the record and address validation messages. Reload and verify the saved values and relationships.
- Use any additional workflow actions only when the record and your role provide them. Saving this record does not automatically complete a related transaction or external action.
Field reference
These fields come from the installed ERP definition. Hidden fields and password inputs are omitted. Additional conditions, custom scripts and workflow rules can make a field required or read-only in a particular context.
| Field | Type / behavior | How to use it |
|---|---|---|
Tax Typetax_type | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Use for Shopping Cartuse_for_shopping_cart | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Sales Tax Templatesales_tax_template | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Sales Taxes and Charges Template |
Purchase Tax Templatepurchase_tax_template | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Purchase Taxes and Charges Template |
Customercustomer | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Customer |
Suppliersupplier | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Supplier |
Itemitem | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Item |
Billing Citybilling_city | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Billing Countybilling_county | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Billing Statebilling_state | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Billing Zipcodebilling_zipcode | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Billing Countrybilling_country | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Country |
Tax Categorytax_category | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Tax Category |
Customer Groupcustomer_group | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Customer Group |
Supplier Groupsupplier_group | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Supplier Group |
Item Groupitem_group | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Item Group |
Shipping Cityshipping_city | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Shipping Countyshipping_county | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Shipping Stateshipping_state | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Shipping Zipcodeshipping_zipcode | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Shipping Countryshipping_country | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Country |
From Datefrom_date | Date Optional | Choose the business date required for this field. Confirm its relationship to other dates on the record. |
To Dateto_date | Date Optional | Choose the business date required for this field. Confirm its relationship to other dates on the record. |
Prioritypriority | Int Optional | Enter a whole-number value. |
Companycompany | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Company |
Troubleshooting
- Not permitted: verify the account, role and source-document permission. Do not share an administrator login.
- Missing record or address: inspect the relevant Link or Dynamic Link fields; a matching title alone does not establish a relationship.
- Cannot save or change status: review required fields, read-only values, document status and the configured approval transition.
- Unexpected report or portal result: review company/date filters, source-document submission and the approved party or Employee link.