Create tax codes to be added in an invoice

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • Create tax codes to be added in an invoice.

    Antes de Iniciar

    Role required: Tax manager

    Procedimento

    1. Navigate to All > Finance Common > Tax codes.
    2. Select New.
    3. On the form, fill in the fields.
      Tabela 1. Tax Code form
      Field Description
      Invoice Case
      Tax code ID Unique tax code generated from the ERP source.
      Name Name of the tax code.
      Description The details of the tax code used in transactions or financial activities.
      Country The country for which the tax code is applied to.
      State The state for which the tax code is applied to.
      Active Option to make the tax code available.
      ERP source The ERP source from which the tax code is generated.
    4. Select Save.

    Resultado

    The tax code details are added.