Tax Configuration

The Tax Configuration page lets administrators configure the Pricing & Tax module. Settings are organized into three cards: Default Settings, Document Price List Defaults, and Rounding Configuration.

Accessing Settings

Navigate to Pricing & Tax → Tax Configuration in the sidebar, or go to /pricing-tax/settings/tax-config.

Only users with admin permissions can modify settings. Non-admin users see all fields as read-only.

Page Actions

Action	Description
Save Settings	Saves only the sections that were modified. Disabled when no changes are detected.
Reset to Defaults	Reverts all fields back to the last saved values.

Configuration Cards

Default Settings Card

Configures the default tax category and jurisdiction applied to new items and documents.

Three configuration fields:

1. Default Tax Category — Dropdown of active tax categories. Applied to new items that don’t have a specific tax category.
2. Default Jurisdiction — Dropdown of available jurisdictions. Used when no specific jurisdiction is provided.
3. Tax Inclusive Pricing — Toggle. If enabled, item prices are assumed to include tax.

Document Price List Defaults Card

Sets default price lists used when a Business Partner has no price list configured.

Three configuration fields:

1. Default Sales Price List — Used in sales documents (quotations, orders, invoices)
2. Default Purchase Price List — Used in purchase documents
3. Default Inventory Price List — Used for inventory operations (Stock In, Stock Out) and cost valuation

Rounding Configuration Card

Configures how tax amounts are calculated and rounded.

Five configuration fields:

1. Rounding Mode — How to round calculated tax amounts:

   • Half Up (Standard) — Rounds towards the nearest neighbor, with halves rounded up
   • Down (Truncate) — Always rounds towards zero
   • Up (Ceiling) — Always rounds away from zero
   • Half Even (Banker’s) — Rounds towards the nearest neighbor, with halves rounded to the even number

2. Rounding Level — When to apply rounding:

   • Per Line Item — Round on each individual line
   • Document Total — Round on the document total only

3. Rounding Target — Which amount to round:

   • Tax Amount — Round the tax portion
   • Net Amount — Round the net (pre-tax) portion
   • Gross Amount — Round the total (tax-inclusive) amount

4. Internal Precision — Decimal places for internal calculations (2–10). Default: 6.

5. Display Decimal Places — Decimal places for displayed amounts (0–6). Default: 2.

Calculation Behavior Notes

• Tax calculations use your configured defaults when line-level values are not explicitly provided.
• Exempt tax categories produce zero tax in calculation results.
• Jurisdiction-aware rates can vary by region and effective date.
• If no tenant-specific configuration exists yet, the module uses safe defaults until settings are saved.

Related Pages

Page	Route	Description
Price Lists	/pricing-tax/price-lists	Manage price lists
Tax Categories	/pricing-tax/tax-categories	Manage tax classifications