Admin Manager - Tax Configuration

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

This area covers:

• Tax Settings
• Reporting Profiles
• Tax Codes
• Tax Rates & Adjustments

Access

Open:

• System > Admin Manager
• in the tree:
  • Tax > Tax Settings
  • Tax > Reporting Profiles
  • 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.

Reporting Profiles

Reporting Profiles maintains the registrations, authority references and effective settings used for statutory filing. See Admin Manager - Reporting Profiles for the profile states, maintenance workflow and Tax Hub readiness link.

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