Admin Manager - Tax Configuration

Tax Configuration is where you define how Trade Control calculates and reports tax.

This area covers:

• Tax Settings
• Tax Codes
• Tax Rates & Adjustments

Access

Open:

• System > Admin Manager
• in the tree:
  • Tax > Tax Settings
  • Tax > Tax Codes
  • Tax > Tax Rates & Adjustments

On desktop, these modules open in the right-hand pane. On mobile, they open as full-screen views.

Tax Settings

Tax Settings defines the scheduling rules for each tax type.

Use it to review and maintain:

• posting behavior
• recurrence rules
• due month
• offset days
• default subject where applicable

Tax Codes

Tax Codes define VAT behavior and are referenced by invoices, orders, and other tax-sensitive transactions.

Use this area to:

• create a tax code
• edit an existing tax code where appropriate
• review rate, decimals, type, and rounding

Important note

If a VAT rate changes, it is normally better to create a new tax code rather than change a historically used code.

Tax Rates & Adjustments

Tax Rates & Adjustments is where you maintain:

• corporation tax rates over time
• VAT adjustments by period window
• corporation tax adjustments by period window

Use this area to:

• select a financial year
• open a month or period
• set adjustments for that period
• set a corporation tax rate for a date range