Use the Tax Rules maintenance form to create, edit, or delete tax rules. These tax rules can then be applied to the details of Consolidation rules.

Access the form

To access the form:

  1. Select the Maintain module.
  2. Select Consolidation if prompted for a Rule Set.
  3. Select Tax Rules in the Tax section to open the form.
  4. A list of the current Tax Rules is displayed.

Using the form

Tax Rule headers

The Tax Rule form opens with all the Tax Rule headers in view. 

These columns for headers are available:

HeaderValue
Tax RulesSpecify the name of the Tax Rule.
ModelSelect the data model that the Tax Rule will be applied to.
Start DateEnter a start date for your Tax Rule. This field is optional.
End DateEnter an end date for your Tax Rule. This field is optional.

Tax Rule Details

When you select a Tax Rule, the Details pane opens at the bottom of the screen displaying the details of the selected rule.  

These columns for the rule details are available:

ColumnValue
AuditSpecify the Audit member to be used for the tax rule.
AccountSelect the Account member to be used for the tax rule.
MovementSelect the Movement member to be used for the tax rule.
Tax Formula

Select the Tax Formula to be applied to the Audit/Account and Movement selected. 

This is created within the Tax Formulas form.

SignSpecify the sign to be used in the Tax Rule. Valid options are + or -.