Tax Category Detail
The Tax Category Detail page focuses on one category and its rate configuration across jurisdictions.
Accessing the Page
Section titled “Accessing the Page”- Open Pricing & Tax -> Tax Categories
- Select a category row or use View Rates from row actions
What You Can Manage
Section titled “What You Can Manage”- Category status, exemption behavior, and default-category designation
- Jurisdiction-specific rates
- Validity windows for rate schedules
Effective Rate Behavior
Section titled “Effective Rate Behavior”- The system attempts to use the most specific jurisdiction rate available.
- If no specific match exists, a broader jurisdiction rate can apply.
- If no applicable jurisdiction rate is found, the category fallback/default rate is used.
- Exempt categories always produce zero tax.
Rate Scheduling Notes
Section titled “Rate Scheduling Notes”- Rate windows should be configured so they do not conflict for the same jurisdiction.
- Date-effective rates allow planned tax updates without manual day-of-change edits.