Sales Tax Rulesets
Introduction to Sales Tax Rulesets
NOTE: Sales Tax Rulesets are part of the Order Processing functionality included Business and Business Pro licenses only. In addition to the licenses a System Administrator will need to enable the’Sales Tax Ruleset’ module in Start > Configuration > Account Settings > Licenses & Modules > click on Modules tab.
Sales Tax Rulesets allow you to control which Sales Tax Codes are available when selecting Products on the Line Items of a Transaction Documents. By using this functionality, you can simplify the Sales Tax process and remove the overhead
of manual input.
When a Sales Tax Rulesets is created, Workbooks will:
- Restrict Tax Codes to only those defined in the Ruleset
- Filter available Tax Codes based on:
- Customer Country
- Delivery Country
This prevents incorrect tax selection by allowing users to only be able to apply the relevant tax codes to products within Documents that are relevant to that specific order and enforces consistency.
Creating Sales Tax Rulesets
1. Naivgate to go to Start > Configuration
2. Click “Accounting” to expand the panel
3. Click “Sales Tax Regimes”
4. Open the respective Sales Tax Regime
5. Within the Sales Tax Regime you will have a tab called Sales Tax Rulesets next to the Tax Codes tab. If you don’t have an existing Tax Codes, please create that prior to creating Sales Tax Rulesets
6. As with Tax Codes, to create a new Sales Tax Ruleset select the Add Sales Tax Ruleset button, this will create a new window which will allow you to configure the ruleset as required
Note: Sales Tax Rules will appear in a Picklist as it does within Name field, for this reason if you are going to be creating similar rulesets across multiple Regimes we recommend that you create an easy to follow naming convention that allows you to distinguish them.
7. You will first need to name your Ruleset and save it before you can start configuring it further. Click “Save” on the New Sales Tax Ruleset window
8. Selecting Add Sales Tax Rule button will then create a new rule.
9. Sales Tax Code: A picklist of all available Tax Codes that are available within the selected Sales Tax Regime.
Rate: This is a read-only field that is populated when the Tax Code is set by the relevant tax rate
10. Customer Country: Here you can set the Country of the customer that will be specified on the Transaction Document
11. Delivery Country: Specify where the product will be delivered to, for example while you may be invoicing a Customer may be invoiced in the UK the product may be going to the USA
12. Match on State: Within both the Customer and Delivery Location once the Country has been set you are able to select “Match on State?” checking this box will create a new Field allowing you to set up a new State, for some countries this will appear as a Picklist for others it will appear as a Text Field
13. Once you have set the State you will have the option to “Match on Town/Locality”
14. Click “Save & Close”
15. Once you have configured the Rule as required it will appear in the bottom panel of the screen along with any Rules that have been configured
