Define tax groups

Define tax groups

Tax groups translate business transactions into consistent tax logic - from the document to the posting to the electronic invoice.

Why this point is crucial for key users

A good control configuration reduces uncertainty for users. Instead of reinterpreting each item, X-ERP connects items, partners, tax types, tax codes and account assignments according to defined rules.

How to prepare for the process safely

1. Define the required tax types and their posting logic.
2. Create tax keys with unique codes, names and requirements.
3. Assign the correct categories for e-invoices.
4. Test domestic, foreign, tax-free and, if applicable, reverse charge cases.

Check before sharing

• Tax codes provide correct accounts, rates and accounting pages.
• VAT ID requirements and e-invoice categories are complete.
• The receipt, posting and output document show the same tax case.

What your team gets out of it

Complex control requirements become a clear, repeatable process for the entire team.

In this chapter

• Tax type
• Tax codes
• E-invoice category

Related topics

1. For key users – understand and prepare processes › Finance › Define tax groups › Tax type
2. For key users – understand and prepare processes › Finance › Define tax groups › Tax keys
3. For key users – understand and prepare processes › Finance › Define tax groups › E-invoice category
4. For key users – understand and prepare processes › finance › use account determination

Frequently asked questions