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User manual
Being written

Tax

Tax codes set how tax is worked out on each sale or purchase line; Tax summary shows what you owe and what you can reclaim for the period.

Who this is for: Owner Manager Accountant
Last reviewed:

This article is still being written: it explains what the screen is for, and its steps are not written yet.

Under Finance → Tax codes you define the tax codes your company uses on sales and purchases. Sahab never sets a tax rate on its own, and no rate is used until the person who runs the accounting confirms it. Owners and accountants can open it, and so can anyone given a role with the permission to view accounting or change company settings.

Under Finance → Tax summary you see tax on sales, tax on purchases and expenses, and the net for the period, from posted documents. Owners, managers and accountants can open it. The company decides whether it is registered for tax in the Tax topic of Configuration Studio.