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Create a Tax Master

Overview​

Describes how to create a tax master used for tax calculation.

Purpose​

The purpose of this feature is to define the tax master used in tax calculations in advance, enabling the same standards to be applied to Products and line items when creating documents.

Centralizing the management of tax masters makes it easier to manage and control tax-related information.

Feature Description​

Uses of Tax Masters​

The created tax can be used for all line items related to price, such as "Product" and "Custom Item", "Shipping", and "Other fees" when creating documents.

In orders, if a tax setting is applied to a product, the tax will be automatically applied when the tax's Target Country matches the buyer's country.

Target Country​

The Target Country is the field to specify the country subject to the tax. Only one country can be specified.

Reduced Tax Rate​

A Reduced Tax Rate can be explicitly specified.
Taxes specified as a Reduced Tax Rate will be clearly marked as such in document PDFs and other outputs.

Rounding Mode for Tax Calculation​

The Rounding Mode for tax calculation can be defined. Specifies how to handle cases where fractions occur in the tax amount.

Instructions​

Moving to the tax master creation screen​

  1. Click Maker Settings > Open Maker Settings
    Transitions to the Maker Settings page.
  2. Click Tax.
  3. Click Create a New Tax Rate.
    The Create a New Tax Rate modal opens.

How to Fill Out the Form​

  1. Display Name
    Enter the name to be displayed on forms and other documents for each language.

    • Languages enabled in Core Preferences can be used.
    • If the Copy checkbox is enabled, the text will be copied from the primary language.

  2. Tax Identifier
    Enter the identifier to manage the tax within the system.

    This is also used for integration with external systems, Excel data output, and more.

  3. Reduced Tax Rate
    Check this box if the tax being created is a Reduced Tax Rate.

    The line item to which the tax is applied will be treated as subject to the Reduced Tax Rate.

  4. Is Default
    Use the toggle button to specify whether to apply the tax by default when creating a product.

    • Yes: Set as a tax to be applied by default.
    • No: Set as a tax not to be applied by default.

  5. Target Country
    Specify one target country for the tax being created from the pulldown.

    The tax will be applied when a customer from the Target Country places an order.

  6. Tax Rate
    Enter the Tax Rate (%) for the tax being created.

    Enter a value between 0 and 100.

  7. Rounding Mode
    Specify the Rounding Mode for tax calculation from the pulldown.

    Select the processing method for cases where there is a fraction in the tax amount calculated by the tax rate.
    Fractions refer to the first decimal place for Japanese Yen (e.g., 0.1 yen) or the third decimal place for US Dollars (e.g., 0.001 dollars).

    The following options are available for the Rounding Mode:

    • Half Up: Fractions from 0 to 4 are rounded down, and 5 to 9 are rounded up.
    • Ceiling: All fractions are rounded up.
    • Floor: All fractions are rounded down.

Creating a Tax Master​

After confirming the input details, click the Create button.
Upon successful creation, the tax master will be added.

Important Notes​

Tax Rounding Mode is managed separately from the Net Price Rounding Mode​

The Rounding Mode in "Tax" is managed separately from "Net Price" Rounding Mode.
The Rounding Mode defined in the tax master is applied only to "tax calculation".