The Tax concept allows the taxes a Company uses to be represented in Tryton. Taxes can be for a fixed amount, or a percentage of an item’s price. The tax can also be setup to be included as part of an item’s price for any later taxes that get applied, resulting in it being compounded by these later taxes.
A date range can be used to restrict when a tax applies.
Applying a tax will also apply all of its children.
The taxes can be found by opening the main menu item:
Taxes can be created from Tax Templates.
The Test Tax wizard allows a user to test how different taxes get applied. It does this without altering any data on the system, and lets the user instantly see the result of applying different taxes.
The test tax wizard can be started using the main menu item:
The Tax Line concept is used to record how an Account Move Line is split up for tax purposes. Each tax line represents a tax amount, or base amount, for a specific Account Move Line and Tax combination.
The Tax Group concept is used to group together Taxes of the same type. These tax groups can then be used in Tax Rules’ lines to change which taxes are applied to an item.
A Tax Rule allows taxes to be substituted for other taxes based on a set of rules. When the tax rule is applied the rule defined by its first matching line is used.
The tax rule’s lines contain a set of properties, such as the Tax, its Group, or a date range. These are used to work out if the tax rule line matches the tax. If the tax matches, then a substitution tax is added and the origin tax is removed, unless the tax rule line indicates that the origin tax should also be kept.
The available tax rules can be found by opening the main menu item:
Tax rules can be created from Tax Rule Templates.
In Tryton Tax Codes are used to collect together tax amounts and base amounts for tax reporting.
Each tax code is made up from lines, each of which collect together either the tax or base amounts for a specific Tax and type of transaction. An operator then allows this value to be negated if required.
The tax codes can be placed into a structure with each having a parent and some children.
The amounts shown by each tax code are based on the values from tax code’s lines, and the amounts provided by the tax code’s children.
The list of tax codes can be found using the main menu item:
Tax codes can be created from Tax Code Templates.