Finance & Accounting · Solutions

Decide the tax treatment once, on the item and the customer, and let every bill carry it.

Tax management holds the tax setting against each item and each customer, applies it when a bill is raised, and reports what was charged and what was paid. Product codes, place of supply, and the treatment for an export or a tax-free zone buyer are decided once and used everywhere. What gets filed, and whether it is right, stays with you and your accountant.

Share your requirements

What it is

The rate against an item is usually somebody’s memory. A new product is billed like the last similar one, and a branch in another region bills a local sale as a cross-border one. The mistake surfaces months later, when returns are matched.

Decide the treatment once, on the item and on the customer. The bill then carries the product code, the place of supply and the tax split that follow from those settings. Rate changes are dated, so a bill raised in June still shows what June carried.

What it replaces

What your team uses today.

The module takes over these, one at a time, so nothing has to stop while it is set up.

Rates remembered by the biller
A chart of tax rates pinned near the screen
A separate sheet for tax on purchases
An email thread about special customers

Where it goes wrong today

The problems this is meant to ease.

Rates held in a biller’s head

Whoever sits at the billing screen decides the rate. Different people choose differently.

Place of supply guessed

A sale to another region is billed as local. The error is found when the return is prepared. It is costly.

Special customers handled by exception

Exports, exempt buyers and reverse-charge cases are remembered by a few staff. When they are away, mistakes follow.

Uneven application of rate changes

A new rate begins on a date. Some bills use it early and others late.

Input side kept elsewhere

Tax on purchases sits in a separate sheet. What was paid and what was charged are not viewed together.

Inside the module

What tax management does.

Tax settings on the item

The product or service code and the rate live on the item master and not in the head of whoever is at the billing screen. Nobody guesses.

Place of supply worked out

Taken from the customer’s location and the branch raising the bill, so a cross-border sale is not billed as a local one. The screen knows.

Customer treatment

Exports, buyers in tax-free zones, exempt supplies and reverse charge are marked on the customer record and applied from then on.

Rate changes carry a date

A new rate applies from the day you set. Old bills keep what they were raised with. Nothing is rewritten.

Tax on purchases as well

Input tax on vendor bills is recorded with the vendor’s tax ID, so what you paid sits beside what you charged. Both sides are visible.

The working your accountant asks for

Tax charged and tax paid for a period, grouped by rate, with the bills behind each figure one click away.

Where it gets used

What this looks like in a working week.

Illustrative scenarios, written to show the shape of the work. They are not accounts of client systems.

A new item is created

The accounts assistant assigns the product code and rate on the item. Every later bill uses it.

A bill to an out-of-region buyer

The billing screen reads the customer’s location and the issuing branch. The correct treatment is applied.

A rate changes from a date

Accounts sets the new rate with its start date. Bills before that date stay as raised.

The accountant’s working

Tax charged and paid for a period appears grouped by rate. Each figure opens the bills behind it.

Who touches it

The people who open this every day.

Accounts assistant

Raises bills without deciding anything about tax, because the decision was made when the item was created.

Your accountant

Takes the period working, checks it against the tax portal, and asks about the entries that look odd. The decision stays with them.

Owner

Knows the bills going out are consistent. That is the whole benefit, and it is worth more than it sounds.

How it is set up

From first conversation to daily use.

Reading your tax set-up
We review the codes, rates and customer treatments used today. You share a sample of bills and your accountant’s notes. A listing of settings returns for checking.
Masters cleaned
Item codes and customer tax details are tidied. The settings are confirmed by your accountant.
Test bills
Sample bills for local, cross-region and special customers are raised. Your accountant compares tax lines with expected results. Differences are fixed.
Purchase side connected
Vendor tax IDs and input tax entries are checked. A past period’s report is compared with filed figures. Gaps are listed.
Live billing
Billing staff are trained. One named person is made responsible for rate changes.

Measuring it

How you would know it is working.

Record where you stand before it goes live, so the change is measured against your own figures.

Items without a product or service code
Customers without a tax ID or treatment recorded
Bills corrected after issue for tax reasons
Tax charged and tax paid, by rate and period
Tax rate changes applied from the intended date

How it fits

It is one part of a system, not an island.

A module earns its place by what it passes to the next one. These are the connections we set up most often.

Invoice management
Tax e-invoicing
Tax return data
Withholding tax management
Your accounting software

Already built in

Products that include it.

Expense Management Software

Built for you

How we would put it in.

Common questions

Questions owners ask about tax management.

Does it file our tax returns?

No. It applies the settings you decided and assembles the data. Filing on the tax portal, and the correctness of what is filed, remain with your business and your accountant. That is the line.

Will it tell us the rate for a new product?

No, and you should be careful with any software that claims to. Classification is a judgement your accountant makes. Once they make it, the module applies it on every bill after that.

Why set tax up here when our accounting software already handles it?

If you raise bills in your accounting software, you may not need this. It matters when billing happens at a counter or a site office and the entries reach the accounts afterwards. Describe how a bill is raised today, and we will say which case yours is.

What about a second branch in another region?

Each registration is set up as its own branch, with its own tax ID and numbering series. Bills between your own branches are handled the way your accountant tells us to handle them. Each is separate.

What do you consider when pricing tax set-up?

Branches, regions, customer types and links to invoicing or returns data matter. Tracking of purchase-side tax is an additional piece. Before anything is priced, the needs of your accountant are read. Remove what is surplus.

What decides the timeline for tax set-up?

Tidy item and customer masters are the main factor. Tax settings, place of supply and the accountant’s working form the opening scope. Early input from your accountant helps. The proposal sets dates.

Who needs it most

Businesses that ask for this.

Next to it

Modules that work with it.

Talk to us

Tell us how you handle tax management today.

A spreadsheet, a register or another system: say which, and we will tell you plainly what is worth changing.

What happens after you share your requirements

A senior engineer reads your answers. Nobody phones first.
Within one business day you get a written note: what we understood, what we would start with, and the questions we still have.
If it fits, a proposal follows with the order of work, what we need from you and what you receive at each step.
No call is booked and nothing is paid until you have read the note. Your details stay with us.

Start with your requirements

Seven short steps that tell us what you need. A senior engineer reads them before anyone gets in touch.