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About Tax Rules

A tax rule is a collection of workspace taxes that are combined in a specific way to describe how tax is applied to a line item. You can assign a tax rule to each line item in your workspace.

• Open the workspaceTax Rule register

When you apply a tax rule that consists of more than one tax, you can indicate whether each tax affects the base amount or the base amount independently plus taxes that are earlier in the Tax List sequence. See the example below:

Example

A tax rule's details are grouped under the following pages:

• Main:Contains the details of the tax rule. For more information, see "Tax Rule - Main".
• Properties:Contains information about a Tax Rule document, such as who created the document and the workspace in which the document was created. For more information, see "Document Properties".

Tax Rules are configured in each workspace. There is currently no central tool to deploy rules to existing workspaces. Tax Rules can be set up in a workspace template and therefore included in new workspaces. If there is a tax change after the workspace has been created, it must be updated in each individual workspace.