Create tax codes to be added in an invoice

  • Release version: Yokohama
  • Updated July 31, 2025
  • 1 minute to read

    • Create tax codes to be added in an invoice.

    Before you begin

    Role required: Tax manager

    Procedure

    1. Navigate to All > Finance Common > Tax codes.
      Navigate to Finance Common and Tax Codes
    2. Select New.
    3. On the form, fill in the fields.
      Table 1. Tax Code form
      Field Description
      Invoice Case
      Tax code ID Unique tax code generated from the ERP source.
      Name Name of the tax code.
      Description The details of the tax code used in transactions or financial activities.
      Country The country for which the tax code is applied to.
      State The state for which the tax code is applied to.
      Active Option to make the tax code available.
      ERP source The ERP source from which the tax code is generated.
    4. Select Save.

    Result

    The tax code details are added.