Tax Rates

Tax Rates

TAX RATES

SUMMARY / PURPOSE

Use this article to create, manage, and apply tax rates in Transvirtual.
This guide explains how tax rates work, when to create custom tax rules, and how to control when a tax rate applies using data filters.

OVERVIEW

The Tax Rates feature allows you to configure how tax is applied to consignments and invoices in Transvirtual.

Most Australian accounts use the default 10% GST. Create custom tax rates when:

  • Different tax percentages are required
  • Tax applies only to specific customers or scenarios
  • Future or temporary tax changes need to be scheduled

Tax rates can be controlled using effective dates and data filter logic to ensure they apply only under the correct conditions.

BEFORE YOU BEGIN

Ensure the following prerequisites are met:

  • Finance module is enabled
  • You have permission to access Finance > Configuration and Setup


                                                                                          

STEP-BY-STEP INSTRUCTIONS

Add a Tax Rate

Step 1: Access Tax Rates

  1. Navigate to Finance > Configuration and Setup > Tax Rates


Note: You may already see a default tax rate in the list. Australian accounts typically include a 10% GST rule.

Step 2: Disable the Current Tax Rate

To add a new tax rate rule, first disable the current tax rate:

  1. Click on the existing tax rate
  2. In the detail panel on the right, untick Enable Tax
  3. Click Update


The rule color changes to orange, indicating it is now disabled.

Step 3: Create the New Tax Rate

  1. Click Create Tax Rate
  2. Enter a Tax Title (rule name)
    Example: "12% Tax for all customers"
  3. Click Create

                                                                                                                  


 
The new tax rate appears in the list in orange (not yet active).

Step 4: Configure Tax Rate Details

  1. Click on the newly added tax rate
  2. The detail panel displays on the right
  3. Specify:
    • Tax Rate percentage (e.g., 12%)
    • Effective Date (optional)
    • Expire Date (optional)



Step 5: Enable the Tax Rate

  1. Tick the Enable Tax checkbox
  2. Click Update

The tax rate color changes to white, indicating it is now active.

                                                                                                

Use Data Filters

Data Filters determine when a tax rate applies to a consignment.

Leave Blank for All Consignments:
A blank Data Filter applies the tax rate to all consignments in your account.


 

Add Logic for Specific Conditions:

If you want the tax rate to apply only to specific customers or scenarios:

  1. Use the Data Filter Builder at the bottom of the page
  2. Select:
    • Field (e.g., Customer Name)
    • Logic (e.g., Equal)
    • Value (e.g., Price per 25kgs)
  3. Click Add Rule

                  

Example:
To apply a tax rate only when the customer is "Price per 25kgs":

  • Field: Customer Name
  • Logic: Equal
  • Value: Price per 25kgs
                                                                                                           

IMPORTANT

Multiple Active Tax Rates:

If you have more than one active tax rate and one is limited to specific customers, add reverse logic to other tax rates.

                                                                        

Example:

  • Tax Rate A applies to Customer Name = "Price per 25kgs"
  • Tax Rate B must include Customer Name ≠ "Price per 25kgs"

Warning: If both tax rates have blank Data Filters and are active, both will apply to the same consignment.


Delete a Tax Rate

  1. On the Tax Rates page, click the Delete icon next to the tax rate
  2. Click Yes to confirm deletion
                                                            

DID YOU KNOW?

Transvirtual calculates GST per consignment (connote), not per invoice. This ensures tax is correctly applied at the transaction level.
For more information, see the related article on GST calculation.


 

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