Fill tax rates
Updated
Record the fraction that applies to a tax from a date. Invoices pick the live window by tax, category, and date. This card does not post tax.
Note
The live rate is the tax-rate history by tax and date. The Tax rate field on a tax code is a historical bind. Calculation does not read it.
How to#
To fill tax rates, open Ribbon → Tax → Dictionaries → Tax rates.
Press New. Fill Tax, Code, Rate, and Effective from. Rate is a fraction: 0.20 is 20%. Leave Tax category empty for the tax's default rate, or pick a category when this tax runs several rates at once (Ukraine 20% and 7% VAT (ПДВ) side by side). Leave Effective to empty to keep the window open, or set the last day this fraction applies. Save. The window is stored.
There is no posting button on this card. Save stores the rate. Tax on an invoice is written later, when that invoice posts.
Example
- Tax VAT
- Rate 0.20
- Effective from 1 Jan 2026
- Effective to empty
- Tax category empty
Rate 0.20 is 20%. A later sale of 100 uses this window: tax is 100 × 0.20 = 20.
Save. A later reduced window at 0.07 (7%) needs its own Tax category. Two open windows of the same tax and category are refused. Tax on the same 100 at 0.07 is 100 × 0.07 = 7.
Rate Fraction Tax on 100 Standard 0.20 20 Reduced 0.07 7
Tip
Close the previous window with Effective to before you open a new fraction in the same category. Empty Tax category is the default for codes that have no rate of their own.
If the command refuses#
| What you see | What to do |
|---|---|
| The save says to pick the tax this rate belongs to | Fill Tax. |
| The save says the rate cannot be negative | Enter Rate 0 or greater. 0.20 is 20%. |
| The save says the window is reversed: the start is after the end | Put Effective from on or before Effective to, or clear Effective to. |
| The save says this window overlaps another rate in the same tax category | Close the other rate with Effective to, or put the two fractions in different Tax category rows. |
See also