Overview
Tax list and period screens help users maintain tax setup, review tax transactions, and control the period context used for tax reporting and payment.
Where To Find It
Path: Tax > Tax code, item, transaction, and period screens
Access depends on the module, company setup, and security permissions assigned to the user.
How It Works
Users review tax codes and items from their list screens, inspect tax transactions, and use tax period settings where required by the tax workflow.
Main Areas
| Area | What It Means | When To Use It |
|---|---|---|
| Filters and search | Limits the list to the records the user needs to review. | Use it before opening records from a busy list. |
| Result list | Shows matching records with key dates, references, names, and amounts. | Use it to identify the correct record and compare activity. |
| Open and follow up | Opens the selected record or leads to the next action. | Use it when the list result needs more detail or action. |
Recommended Workflow
- Open the tax list or period screen that matches the task.
- Review the selected tax code, tax item, transaction, or period values.
- Open the relevant record when more detail is required.
- Confirm the setup or transaction details before tax return work.
- Use the tax return guide for reporting and payment steps.
Best Practice
- Review tax setup before preparing returns.
- Do not change tax codes casually after transactions are posted.
- Use tax transaction lists to investigate unusual VAT values.