Tax List - Zayeen Documentation

Used By

Administrator or module owner

master data

Code, Name

When users need to create, review, or update Tax List.
When this data needs to be available as a choice in transactions, reports, filters, or settings.
When existing data needs correction because policies, accounts, prices, contacts, or operating rules have changed.

Make sure the user has access to this menu and the related reference data has already been prepared.
Confirm the tax rate, inclusive rule, tax code, and posting accounts with the finance team before saving.
Prepare the output-tax and input-tax accounts in the chart of accounts first.

Open Settings / Business Setup / Tax List.
Create a new record, or select an existing record when the data needs to be corrected.
Fill in the tax code, name, description, percent, and inclusive setting.
Select the output-tax account for sales posting and the input-tax account for purchase posting.
Review the tax code and posting accounts before saving.
Click Save. If the application shows a validation message, follow the message until the data is saved successfully.

Field	User Explanation	Status
Code `id`	Unique code used to identify Tax List. Use a consistent pattern so users can search and sort the data easily.	Required
Name `name`	Name shown in selections, transactions, and reports. Use wording that is clear for daily users.	Required
Tax Code `tax_code`	Tax code used for tax reporting, integration, or company tax mapping.	Optional
Output Tax Account `taxoutacc`	Default tax liability account used when this tax code is selected on sales transactions.	Required
Input Tax Account `taxinacc`	Default input-tax account used when this tax code is selected on purchase transactions.	Required
Last Updated `updatetimestamp`	Audit timestamp filled in automatically by the application.	Optional
Description `description`	Additional explanation for users who need context when reviewing this record.	Optional
Percent `percent`	Percent stores information needed by Tax List. Fill it in according to the company data standard.	Optional

Most master-data forms are used as references by other forms. Changes may affect future transactions and reports.
Audit fields are filled in automatically by the application and help support teams trace changes.

Active data can appear as a choice in transactions, reports, filters, or settings that use this reference.
Changes are normally used for new activity. Historical documents remain available for review.
Output-tax and input-tax accounts become the default journal accounts when this tax code is used in new transactions.
If required data is incomplete or inconsistent, the application rejects the save and shows a validation message.

Data cannot be saved: complete required fields and read the validation message shown by the application.
Data does not appear in selection or search: check active status, access rights, filters, and the search keyword.
Duplicate code or name: use the existing record when it should be corrected, or use a different code for a new record.
Tax journal posts to the wrong account: recheck the output-tax and input-tax accounts on the tax code used by the transaction.
Report values do not match: recheck reference data, accounts, dates, transaction status, and related filters.

The list below summarizes the fields available in this form. Field labels follow the English UI language file used by the application.

Field	User Explanation	Status
Code `id`	Unique code used to identify Tax List. Use a consistent pattern so users can search and sort the data easily.	Required
Name `name`	Name shown in selections, transactions, and reports. Use wording that is clear for daily users.	Required
Tax Code `tax_code`	Tax code used for tax reporting, integration, or company tax mapping.	Optional
Last Updated `updatetimestamp`	Audit timestamp filled in automatically by the application.	Optional
Description `description`	Additional explanation for users who need context when reviewing this record.	Optional
Percent `percent`	Percent stores information needed by Tax List. Fill it in according to the company data standard.	Optional
Inclusive `inclusive`	Marks whether the amount already includes tax.	Optional
Output Tax Account `taxoutacc`	Default tax liability account used when this tax code is selected on sales transactions.	Required
Input Tax Account `taxinacc`	Default input-tax account used when this tax code is selected on purchase transactions.	Required
Created By `usercreate`	Audit information filled in automatically when the record is created.	Optional
Updated By `useredit`	Audit information filled in automatically when the record is updated.	Optional