Tax configuration
Finance managers set tax charging, inclusive pricing and country/class rates.
Finance managers set tax charging, inclusive pricing and country/class rates.
Where to find it
Web: open Finance. Desktop: Business → Finance, using the same record paths. Disabled modules or missing read permission remove the navigation entry.
| Screen / tab | Web path | Usage | Desktop |
|---|---|---|---|
| Settings / record contribution | Settings guide below | No standalone work menu |
Start working
Step 1
Choose calculation/display settings.
Step 2
Set country defaults.
Step 3
Create classes and country rates.
Step 4
Configure exceptions and review new documents.
Settings
Option-by-option configuration and screen paths: Settings guide.
- General ·
/settings/tax - Classes and rates ·
/settings/tax/classes
Permissions and limits
Before you start
Unclassified lines use zero tax without a country default. Issued documents retain their original tax.
Role capabilities: Read (read), Manage (manage).
Own-record restrictions apply equally to lists, records and Era. Record state or missing data can refuse an otherwise permitted action.
Ask Era
Show these products’ tax classes and rates.
Select relevant records for Era context. Era respects modules/roles; external or confirmation-sensitive work can stop for approval. Use era tools in the terminal to inspect currently available tools.
Automation and events
These declared events are available to module-event triggers. Subscribing does not configure the next operation; choose recipients, conditions and actions separately.
Operation details
The inventory includes record, configuration, visitor and background flows. IDs support Era/automation; not every row is a menu button. Asterisks mark required inputs. Unmapped rows do not imply a visible control.
| Operation and ID | Inputs | Permission | Screen or flow |
|---|---|---|---|
Save a tax class · tax.save_class | Tax class, Name *, Description | Manage | /settings/tax/classes |
Archive a tax class · tax.archive_class | Tax class *, Archived * | Manage | /settings/tax/classes |
Set a tax rate · tax.set_rate | Tax class, Country *, Rate (%) * (0–100) | Manage | /settings/tax/classes |
Remove a tax rate · tax.remove_rate | Rate * | Manage | /settings/tax/classes |
Save tax configuration · tax.save_configuration | Channel, Charge taxes *, Strategy, Show prices with tax, Prices are entered with tax, Tax app, Weighted tax for shipping | Manage | /settings/languages, /settings/tax |
Set a country exception · tax.set_country_exception | Configuration *, Country *, Charge taxes *, Strategy, Show prices with tax, Tax app | Manage | /settings/tax |
Remove a country exception · tax.remove_country_exception | Exception * | Manage | /settings/tax |
Related guides
Settings
Options, screen paths and defaults.
Workflows
Operations managers connect triggered blocks on a canvas with conditions, loops and approval waits.
Finance
Finance — modules and detailed settings
Technical sources
packages/os-kernel/src/modules/tax.ts, packages/os-kernel/src/modules/index.ts, apps/studio/lib/os/navigation.ts, apps/studio/lib/os/settings-groups.ts, apps/era-station/apps/web/src/era/business/screens.ts.