Tax Master
Tax Master is where you configure the tax codes used across your organization — one record per jurisdiction and tax type. Each record maps a tax code and rate to the correct GL account, so that tax posted on a purchase lands in the right Input Tax account and tax posted on a sale lands in the right Output Tax account. Getting this mapping right here is what keeps tax calculations accurate everywhere else in the system.
Access is permission-controlled. If you can’t see this screen, your administrator can grant you access.
The list view
Go to Tax Management › Tax Master. Four summary counters at the top show Total Masters, Active, Inactive, and Countries.
Searching and filtering
Search across TM number, tax code, country, tax type, tax category, and description, case-insensitive. Where nothing matches, a “No Tax Masters found” message appears.
Three filters narrow the list independently: Status (All Status, Active, Inactive), Country, and Tax Type.
Choosing columns
Click ⚙ Display Fields to toggle TM Number, Tax Code, Tax Type, Tax Category, Country, and Rate. Status and Actions are always shown.
Creating a Tax Master record
Click + New Tax Master.
Fields
Country — a searchable dropdown by country name or ISO code. Your choice appears as a pill showing both. This matters beyond identification: the country’s ISO code becomes the prefix of the TM Number that gets generated when you save.
Tax Code — alphanumeric only, up to 7 characters. Non-alphanumeric characters are stripped automatically, and everything is converted to uppercase as you type. Must be unique across every Tax Master record, regardless of country.
Tax Category — either Purchase (Input Tax) or Sales (Output Tax). This determines which GL field appears next: choosing Purchase shows the Input Tax GL field, choosing Sales shows the Output Tax GL field, and the other one stays hidden. Switching between the two clears whatever GL account you’d already selected, so it’s worth deciding this first.
Select Input Tax GL (Purchase only) — a searchable dropdown grouped by business entity, listing only active GL accounts with a category of Asset and a sub-category of Input Tax. Your selection appears as a pill showing the GL number, name, and business entity.
Select Output Tax GL (Sales only) — the equivalent for output tax: active GL accounts with a category of Liabilities and a sub-category of Output Tax, grouped by business entity.
Tax Type — GST, CGST, SGST, IGST, VAT, or Other Tax Type.
If you choose Other Tax Type, a Specify Tax Type field appears. This is alphanumeric only, up to 10 characters, auto-uppercased, and required — whatever you enter here becomes the tax type actually recorded against this tax code.
Rate (%) — a numeric value between 0 and 100 inclusive. Decimals are allowed.
Description — optional free text.
Acknowledgement
Before saving, you need to tick the Acknowledgement checkbox, confirming that the tax code, GL mappings, and rate are accurate and compliant with applicable tax law. This isn’t a formality the system waives on your behalf — leaving it unticked blocks the save outright, with the checkbox highlighted in red.
Saving
Click Save Tax Master. The system checks every mandatory field, confirms the tax code is unique, and requires the acknowledgement to be ticked. Where a check fails, the message appears inline beside the field and the record isn’t saved.
Once everything passes, the system generates the TM Number automatically, in the format TM-{ISO Country Code}-XXXX, sequential per country — so your first Indian tax code is TM-IND-0001, your first US one is TM-USA-0001, and so on. You don’t set this yourself. New records are always created with a status of Active.
A success message confirms and you’re returned to the list.
Viewing a Tax Master record
Click the View icon to see the full record laid out in sections: Tax Code Details, Tax Rate, Input Tax GL Account, Output Tax GL Account, and Acknowledgement.
Only the GL section relevant to the record’s tax category is populated — if the record is a Sales (Output Tax) record, the Input Tax GL section shows a dash rather than being left out entirely, so you can see at a glance that it simply doesn’t apply.
Editing a Tax Master record
Click the Edit icon, or Edit from the view page. All existing values are pre-filled, and the Acknowledgement checkbox comes pre-checked. The TM Number isn’t shown on the edit form at all — it was assigned once at creation and never changes.
The same validation applies as when creating a record, with one adjustment: tax code uniqueness is checked against every other record, not against the one you’re currently editing, so you can save without triggering a false duplicate error against yourself.
Deleting a Tax Master record
Click the Delete icon, or Delete from the view page. A confirmation modal names the tax code before you confirm removal.
Working with multiple records
Bulk status changes
Select records using the checkboxes, then choose Mark Active or Mark Inactive from the Actions menu. Attempting this with nothing selected produces a toast error.
Exporting
Click Export and choose from three formats:
- PDF — opens a print-ready table in a new window with TM Number, Tax Code, Tax Type, Tax Category, Country, Rate, Description, and Status. A Print / Save as PDF button triggers printing.
- MS Excel — downloads a CSV file with a fuller column set, including both Input and Output GL numbers and names alongside the fields above.
- Google Sheets — downloads a CSV with the same columns as MS Excel, along with a prompt reminding you to bring it into Google Sheets via File › Import, since this isn’t a direct push into Sheets.
All three respect your current filters and search. Exporting with nothing to export produces a “No data to export” warning.
Importing
Click Import and upload an XLSX or CSV file. Unsupported file types, or files with no data rows, are rejected with an inline error before you can proceed. Once a valid file is loaded, the modal shows how many records are ready to import; confirming shows a toast with the count actually processed.