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Version: 6.0

Taxes

In "Invoicing", taxes are used to calculate line amounts and document totals.

Directories​

The configuration uses two directories:

  • Taxes — each tax has a name and a rate (the "Value" field, in percent). For example: "VAT 20%" with value 20.
  • Tax groups — taxes are grouped so that only one tax per group can be applied to a given document line at the same time. This is the standard way of expressing mutually-exclusive tax variants (e.g., a "VAT" group containing rates 0%, 5%, 10%, 20% — only one can be selected per line).

Taxes can also be linked to items/services and to document types, so they are picked up automatically when those items appear in a bill or invoice.

Computation​

Tax amounts are computed automatically per line by the system; the user does not type them in directly. The mode is determined by the document type's "Tax included" flag:

  • Tax included = off (default for B2B): the line price is the net (tax-exclusive) price, and the tax amount is added on top: taxAmount = price × quantity × rate / 100.
  • Tax included = on (typical for retail / cash sales): the line price is the gross (tax-inclusive) price, and the tax amount is extracted from it: taxAmount = price × quantity × rate / (100 + rate).

For each line the system also exposes the net amount (amount minus tax). Document totals roll up these values.

Usage in documents​

A tax can be set:

  • automatically — based on the item settings or on the document type settings (see Settings and directories);
  • manually in a line — by ticking the appropriate tax of the right group.

Because of the per-group rule, picking a different tax of the same group automatically unticks the previous one for that line.

Restrictions​

  • a tax that has been used in line calculations is protected from deletion;
  • taxes from the same group cannot coexist on one line.

What is not modeled out of the box​

The base configuration uses a single tax dimension (rate × base). It does not model input/output VAT separately, and does not ship dedicated VAT reports — VAT totals are visible inside bill and invoice reports as line columns rather than as a standalone form.