Tax type

Tax type

The tax type describes the posting pattern of a tax case and controls whether and on which side additional tax items arise.

Why this point is crucial for key users

The tax type is the grammar behind the tax code. It decides how X-ERP translates a tax issue into additional accounting lines.

Fields and settings at a glance

• Tax type: Clear technical name of the posting template.
• Additional positions: Determines how many additional tax items are created.
• Main page position 1: Determines the posting page of the first additional item relative to the main item.
• Main page position 2: Determines the posting page of the second additional position, if used.

How to prepare for the process safely

1. Describe the tax case and the expected accounting items.
2. Specify the number and posting side of the additional items.
3. Assign the tax type to a test tax code.
4. Post a checked document and compare the result with the target schema.

Check before sharing

• The number and side of the tax positions are correct.
• The posting is balanced and tax-comprehensible.
• Tax keys that have already been used were checked for side effects.

What your team gets out of it

An abstract tax regulation becomes a clear, machine-readable posting logic.

Related topics

1. For key users – understand and prepare processes › Finance › Define tax groups › Tax keys
2. For key users – understand and prepare processes › Finance › Use account determination › Finance group item

Frequently asked questions